Financial Advisor
OMNI Financial Services, Inc.
OMNI Financial Services is a FLORIDA based company and is not affiliated with any other "Omni" group in the US. We are independently owned w/ locations in Fort Myers, Orlando & Tampa. Please ensure you have the correct company when doing research. Who We Are: For over 40 years, Omni Financial Services has empowered individuals, families and business owners to optimize their wealth, allowing them to focus on what matters most to them. Our success is rooted in a foundation of integrity and reliable, time-tested strategy. We deliver sophisticated, fee-based financial planning, retirement planning, wealth management, asset protection, estate planning and more. Additionally, we own a business solutions consulting firm that enables us to provide advanced solutions to business owners. What We Offer: Our platform is designed to help you succeed. With a focus on autonomy, extensive support, and high growth, we offer a robust framework that includes: Warm client acquisition and referrals from the firm (filling up to 50% of your book) Fully integrated online platform with 15+ applications (ex. RedTail, Salesforce) Dedicated support staff (HR, Back Office) and Expert Marketing Teams Compliance support so you can spend your time with clients An open platform (a multitude of competitive products and services) No sales requirements (sell based on needs, not quotas) Unmatched mentoring relationships, joint work and collaboration Vast array of resources from our Broker/Dealer that can be tailored to your needs Who We Want: We are looking for an experienced Registered Advisor or advanced sales professionals (tech, medical, insurance, etc.) Where We Are Hiring: Tampa, Orlando and Tampa (local candidates strongly preferred) What You'll Do: Proactively build a robust client acquisition pipeline through strategic networking, center-of-influence referrals, and educational seminars. Act as the primary relationship leader and trusted strategist for your clients Conduct deep discovery sessions to uncover client needs, then design comprehensive financial plans and wealth strategies. Rely on our internal and external specialized teams for operational and administrative functions Skills: Possesses a natural aptitude for market development, networking, and cultivating long-term client relationships. Entrepreneurial mindset with a high energy for mentorship, team collaboration, and continuous professional growth. Unwavering integrity and honesty, with exceptional interpersonal skills to understand and prioritize client needs. Bachelor's Degree or an equivalent combination of proven professional experience. Required Licensure: State Insurance License - Florida Life and Health (2-15) Securities Industry Essentials (SIE) FINRA exam FINRA Series 7 & 66 registrations Or some comparable mix / ability to obtain Compensation: Supplemental salary, commissions, bonuses & rewards programs. Generous transition packages + specialized transition support for registered advisors with an existing practice Reimbursement programs for multiple designations, such as the Certified Financial Planner (CFP®) and FINRA registrations. Vast array of broker/dealer & investment advisory platforms Becoming a Financial Advisor at OMNI Financial Services is not just another job; it’s a rewarding, lifelong career. #J-18808-Ljbffr OMNI Financial Services, Inc.
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$24 - $27 per hour
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At Ignite Financial Advisors, we’re looking for motivated individuals ready to build rewarding careers as financial advisors. This role is designed for those who want to help clients achieve financial clarity while also creating their own path to long-term success. What...$61k - $119k
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Overview We are looking for a competitive, sales-driven, and highly motivated field sales representative to join our team. You'll be responsible for developing and implementing your own initiatives and aggressive sales strategies to grow your sales territory. The ideal ...Base plus commissionFull timeStart working today$61k - $119k
Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial...Full timeContract workFor contractorsWork at office- Financial Advisor Investment & Wealth Advisory | Tampa or Orlando, FL | Full-Time About Saltmarsh Saltmarsh is a client-focused RIA managing approximately $400 million in assets for individuals and families. Our team of experienced professionals delivers comprehensive...Full timeWork at officeLocal area
- Overview Come join our GTE Financial team! At GTE Financial, we’re looking for an experienced and results-driven Financial Advisor to join us. If you're passionate about helping people achieve their financial goals and have a strong track record in financial services, we...Contract workWork at officeLocal areaRemote workMonday to FridayFlexible hours
- ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
$100k
...Job Description Job Description Florida Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior financial experience to join our team, but you do need energy, great people skills, a...Permanent employmentFull timeWork at officeLocal area$85k - $120k
...and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long-term financials goals. Due to the pay transparency laws that have gone in effect, I am disclosing the full salary range for the position. This...$80k - $190k
...A leading financial services firm in Tampa, FL is seeking a Financial Advisor to provide financial analysis and planning to clients. The ideal candidate will have strong communication skills and attention to detail, ready to build a distinguished practice. This entry-level...- ...The University of Tampa in Tampa, FL seeks a Counselor in the Office of Financial Aid to advise students and parents on financing a UTampa education. The role reports to the Associate Director of Financial Aid and may require reporting to work when university offices close...Work at office
$100k - $185k
...Job Description Job Description Join New York Life as a Financial Professional on our Advisor Advance to Fast-Track Management path, and let's build a brighter future together. You'll be at the forefront of empowering clients, leveraging our strong financial ratings...Flexible hours- A financial services firm in Tampa is seeking to hire a Financial Advisor to meet with clients and help plan their financial futures. This role requires at least 2 years of prior experience, along with relevant licenses. The company provides competitive benefits, including...Remote job
$80k - $190k
Overview Financial Advisor / Financial Professional - Advisors in Tampa, FL, US. The role focuses on financial analysis, mutual funds, estate planning, and business administration, with the opportunity to build a distinguished practice and deliver strong benefits. Candidates...Full time$50k - $60k
...Job Description Job Description Junior Financial Advisor – Client-Focused & Growth-Oriented Tampa FL, Compensation: Base salary $50,000–$60,000 + uncapped commission (earning potential up to $200,000 annually) Full Time: Monday-Friday, 8:30am-4:30pm We’...Full timeLocal areaMonday to Friday- ...Position Details The Office of Financial Aid at The University of Tampa has a position available for a Counselor who enjoys working in a fast-paced environment to advise students and parents on financing their UTampa education. This position reports to the Associate Director...Full timeSummer workWork at officeVisa sponsorshipMonday to FridayMonday to ThursdayNight shiftWeekend workAfternoon shift
$100k - $185k
A financial services firm in Tampa, Florida is seeking a Financial Advisor on the Fast-Track Management path. This role empowers you to impact both your career and clients' financial futures, utilizing a collaborative environment and strong financial backing. Ideal candidates...- A financial services company is seeking motivated individuals for the role of Financial Professional in Tampa, Florida. You will assist clients with financial education and planning, leveraging resources to ensure operational excellence. This position offers the opportunity...Remote job
- A leading wealth management in Tampa is looking to hire an Associate Financial Advisor. This position is ideal for someone on CFP track or already holding their CFP who's looking to grow into being the primary relationship manager. This role reports into the firm's Lead...Work at office2 days per week1 day per week
- ...and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real...Work at officeRemote workFlexible hours
$36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join... ...to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match...TraineeshipHome office- ...The Western and Southern Life Insurance Company is dedicated to simplifying complex financial products and concepts for middle-market clients. With a focus on building personal relationships, we offer practical financial solutions tailored to meet individual goals. Our...Full timeWork from home
- ...Organization : Name FLORIDA WEST COAST FL Default: Location : City TAMPA Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and...Work at officeLocal area
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