Financial Advisor
OMNI Financial Services
Important Note OMNI Financial Services is a FLORIDA based company and is not affiliated with any other Omni Financial Services group in the US. We are independently owned, and our headquarters is in Fort Myers with additional locations in Orlando and Tampa. Please use diligence to ensure you have the correct company when doing research. Who We Are Omni Financial Services has been making a difference in people’s lives for over 40 years. We were founded to help clients get the most from their finances so they can focus more on what they’re passionate about and build wealth for future generations. We offer fee-based financial planning, retirement planning, wealth management, asset protection, estate planning, business planning, executive bonus plans, employee benefits and more. We believe in the work we do with our advisors. We are pro- active in our partnership and enable our advisors to design and develop a path that works to their strengths. We also own a business solutions consulting firm that enables us to offer advanced solutions to business owners and their employees – this opens up more opportunity for clients and advisors alike. What We Offer Warm client acquisition and referrals from our consulting firm Access to fully integrated online platform & cutting-edge technology 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 proprietary product sales requirements (sell based on needs, not quotas) Unmatched mentoring relationships, joint work, support, and collaboration More customizable tools & resources from our Broker/Dealer that can be tailored to your needs. Where We Are Hiring Tampa, Orlando and Fort Myers Who We Want Licensed Advisors or professionals with proven business development experience and inclination towards sales & prospecting Strong natural markets, well-connected/involved in their communities, and able to tap into natural markets for business opportunities Entrepreneurial person energized by mentorship & collaboration Bachelor's Degree or equivalent work experience Required Licensure State Insurance License – Florida Life and Health (2-15) Securities Industry Essentials (SIE) FINRA exam FINRA Series 7 & 66 registration Or some comparable mix of licensure / ability to obtain Compensation Generous transition packages + dedicated transition support A 4-year supplemental salary (not a draw and does not need to be paid back) + high commissions & payouts, bonuses & rewards programs Professional reimbursement programs for licensure & multiple designations, such as the Certified Financial Planner (CFP) and FINRA licensure. 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
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- ...Financial Solutions Advisor At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading...SuggestedImmediate start
$50k
...and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Financial Advisor In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results-driven role will be responsible for designing and executing tailored investment strategies that meet...SuggestedFull timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
$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...Full timeContract workFor contractorsWork at office- Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...Worldwide
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Are you an experienced Financial Advisor looking for new opportunities in the Orlando, FL Area? New York Life is actively seeking skilled professionals like you to join our team. As a Financial Advisor at New York Life, you'll have the chance to provide clients with the...$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...Work at office- ...individuals to identify needs and develop relationships. Review financial goals and deliver comprehensive recommendations that align with... ...goals. Collaborate with and be mentored by Merrill Financial Advisor Teams. Develop a book of business to meet and exceed...
- Job Overview Bank of America, in partnership with Merrill, seeks a Merrill Financial Solutions Advisor (MFS‑Advisor) who will advise affluent and high‑net‑worth clients on achieving their financial goals. The role includes training, mentorship, and a clear path toward full...
- Join to apply for the Financial Advisor role at Boutique Recruiting A growing Orlando-based financial advisory firm is hiring a Financial Advisor to step into a pure closing role with zero cold outreach. This position is built for advisors who want to do what they do best...Work at office
- ...personalized advice and services to help clients secure their financial future. Backed by the trusted State Farm brand, Tony Lopez's office... ...Description This is a full-time hybrid role for a Financial Advisor, based in Winter Park, FL with flexibility for some remote work...Full timeWork at officeRemote work
- ...Financial Aid Student Advisor If you're looking for the chance to learn, grow, and make a contribution to the community, look at employment opportunities with Full Sail University. You'll find your choice of career opportunities, great benefits, an environment that...Work experience placementWork at officeFlexible hoursNight shiftWeekend work
- A financial services company seeks a Financial Professional to empower clients in achieving financial well-being. The role requires no prior financial experience, just a passion for helping others and a willingness to learn. Responsibilities include educating clients on...Remote workFlexible hours
- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...Full timePart time
- * Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing...
- ...we serve. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture. As a Financial Advisor within PNC Wealth Management, you will be based in Orlando, FL. Job Description Consults on investment and insurance...Temporary workWork experience placement
- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Guided Financial Advisors is an independent, full service comprehensive financial planning and wealth management firm. Our core values and mission set the foundation for the way we operate. Through understanding our client’s values, goals, and what means most to them,...Work visa
$70k - $100k
...pay range $70,000.00/yr - $100,000.00/yr Additional compensation types Commission Direct message the job poster from MassMutual Financial Advisor - Build Your Practice with Coastal Wealth Location: South Florida Job Type: Full-time | Remote/Hybrid Flexibility Compensation...Full timeWork at officeLocal areaRemote workVisa sponsorshipMonday to Friday- ...ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful...
$100k
1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Florida Financial Advisors (FFA) provides the ability to create your own financial success by helping clients enjoy their own. Previous finance experience isn’t required...Permanent employmentFull timeTraineeshipInternshipLocal area$120k - $150k
...Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary...Work at office$50k
...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...Work at officeHome officeFlexible hours$70k - $113k
Business Unit Financial Advisor - $1000 Sign - on Incentive We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a...Full time- ...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...
- ...Wealth Advisor Regal Securities, Inc. and Regal Advisory Services, Inc. Glenview, IL, Orlando, FL, Fort Myers, FL Regal Securities, Inc. is a diversified financial services firm serving private clients, professional investors and institutions. We are adding a Wealth...Full timeWork at office
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours
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