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
- ...Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the... ...and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial...SuggestedFull timeImmediate startDay shift
$120k
...Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of...Suggested$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 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
- ...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...Suggested
- ...Financial Advisor A Financial Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified...Work at office
$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- ...Posted 4 days ago Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships...
$75k - $113k
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...- ...Florida Business Journal 2020) …tired of working for “big box financial”? …working with a limited number of products and services,... ...entrepreneurially minded, with client-facing certainty. Our Advisors have access to a dedicated support staff to help process business...Temporary workLocal area
- Overview Prudential Advisors is looking for an Experienced Financial Advisor in the Central Florida market area who is interested in working with Prudential’s existing client base. This position will allow you to grow your career and business, helping the people and families...Worldwide
- ...firms and professionals dedicated to helping clients achieve their financial goals! At Cetera Wealth Management Group , we believe your... ...and elevate your client experience. What We Offer Competitive Advisor Funding : Transition assistance for experienced advisors and a...Full time
- 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
$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- Full Time Regular Orlando, FL, US 2 days ago Requisition ID: 3695 Financial Aid Advisor II will provide students with the maximum amount of financial assistance to which they are eligible, in accordance with applicable regulations, with timely service and the highest...Full timeTemporary workLocal areaWork from homeAfternoon shift
$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...Work at officeWork from homeHome officeFlexible hours- Voya Financial Advisors is seeking experienced financial professionals to join our Retirement Advisory Distribution (RAD) team. RAD Advisors help individuals and retirement plan participants achieve their financial goals through retirement planning, wealth management,...
- Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Service Financial Advisor to their Independent Registered Investment Team at Advus Financial Partners in their Winter Park, FL office. Job Summary Advus...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
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...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,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...and develop your talents. We provide equal opportunities for all applicants and employees without discrimination. Overview The Financial Advisor is a licensed individual who is responsible for introducing and selling the benefits of investment and insurance products to...
- ...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- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Orlando, FL. Financial Advisors are based within a bank branch and work...Full timeTemporary workPart timeWork experience placementWork at office
$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- ...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...
$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- * 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...
- 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 relationship...Full timePart time
- 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
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