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.
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Financial Solutions Advisor - Ft Myers-Naples Market Naples, Florida;Fort Myers, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...SuggestedTemporary workWork at officeShift workDay shift
$65k - $80k
...Position Title : Financial Advisor Salary Range: $65,000-$80,000 DOE, plus commission and revenue-sharing potential Walk into a full calendar of qualified prospects-not a cold-call list. A growing registered investment advisory firm is seeking a confident, sales...SuggestedRelocation packageAfternoon shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...SuggestedFull timeContract workFor contractorsWork at office$61k - $119k
...Overview 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 representative...SuggestedWork at office- Financial Solutions Advisor - Ft Myers‑Naples Market Naples, Florida; Fort Myers, Florida To proceed with your application, you must be at least 18 years of age. At Bank of America, we are guided by a common purpose to help make financial lives better through the power...Temporary workWork at officeShift workDay shift
- ...paced environments. Ready to Pivot: No direct background in the financial industry is required. Your transferable skills matter more to... ...model. The Carlisle Group has been retained to find a Financial Advisor. Our client is a Christian financial advisory firm that is a...Live outNight shiftWeekend work
- ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities...Temporary workShift workDay shift
- GCE Insurance & Wealth Management (GCE) is seeking experienced financial advisor assistants to join our firm. As a financial advisor assistant, you will work side by side with a team of experienced professionals to help clients meet their financial goals. The ideal candidate...Full timeCasual workWork at officeLocal area
- ...Job Description Job Description Benefits: ~401(k) ~401(k) matching ~ Health insurance Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal...Local area
$24k
About Equitable Advisors Equitable Advisors is a leader in the wealth‑management industry that embraces the power of positive impact.... ...Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can...Full timeWork experience placementLocal areaRemote workFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours- ...Northwestern Mutual is seeking College Financial Representatives for an internship program in Fort Myers, Florida. This role mimics the full-time Financial Representative career, focusing on business strategy development, client engagement, and financial planning tools...Full timeInternshipFlexible hours
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- About the job Financial Consultant (Remote) Stay Active and Make a Difference with a Flexible, Remote Financial Consulting Role About Us: We are a mission-driven financial services company dedicated to helping individuals and families build and protect their wealth. Licensed...Remote jobExtra incomePart timeWork from homeFlexible hours
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayShift workDay shift
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Full timeWork at officeImmediate startMonday to FridayShift workDay shift
$350k
...Florida market. About the Role Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain... ...specialists to maximize cross-selling opportunities. Provide integrated financial services advice to these clients including banking, credit,...Full time- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Full timeWork experience placementWork at office
- ...Responsible For: Contribute toward a team covering one or more client relationships Assist in the preparation and review of financial statements, including but not limited to, Balance Sheet, Statement of Investments, Statement of Operations, Statement of Cash Flows...Local area
$250k
Overview PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. We offer a wide variety of products and we...Work at officeHome office$250k
Overview This position is fully remote. Responsibilities Verifies, compiles, and inputs application information for mortgage loans: Discuss and advise the client of their home loan options. Reviews residential loan application file to verify that application...Remote work- ...will also from time-to-time be assigned special credit specific projects to manage and complete. What you'll do: Gather and analyze financial data such as income growth, budgets, projections, cash flow, quality of management, and industry information to determine...Weekly payFull timeWork from home
- ...referrals (purchase and refinance) from realtors, builders and other parts of the community Meet with potential borrowers to analyze financial situation and needs for purchase or refinance, gather necessary documentation for the loan process, etc. Provide necessary...Local area
- Teller Position It's fun to work at a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Teller is a key customer service position, the "face" of UFB. Providing friendly and efficient...Work at officeAfternoon shift
- At Money Mart, we're more than just a financial services provider - we're the catalyst for financial empowerment! Our mission is to be North America's leading non-prime lender, serving a diverse range of customers and delivering unparalleled financial momentum. Our vision...
- ...Job Summary: A Financial Specialist should demonstrate commitment to delivering distinctive service. This position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products...Work at office
- Summary/ObjectiveResponsible for maintaining current insurance information for all loans requiring insurance. Monitor all loans that are set up with Escrow to ensure payment of insurance premiums and annual tax payments.Schedule RequirementsFull-Time: Days and hours of...Work at officeLocal areaMonday to Friday
- ...Financial Aid Officer The purpose of the Financial Aid Officer is to guide students through the financial aid process and ensure they are properly funded, packaged and prepared to start each semester. The Financial Aid Officer will: Assist the student with filling...Full timeFlexible hoursWeekend workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- associate corporate finance Fort Myers, FL
- financial advisor development program Fort Myers, FL
- financial planning assistant Fort Myers, FL
- jde finance consultant Fort Myers, FL
- financial counselor Fort Myers, FL
- financial planning administrator Fort Myers, FL
- financial planner Fort Myers, FL
- financial advisor associate Fort Myers, FL
- finance associate Fort Myers, FL
- financial planning associate Fort Myers, FL


