Financial Advisor

3 weeks ago

Orlando, United States OMNI Financial Services Full time

Please Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with locations in Orlando & Tampa. When researching our company, please use due diligence to ensure correct information.


Who We Are:

Omni Financial Services is an independently owned and operated financial services firm. We provide customized financial solutions to our clients. Some of our services include fee-based financial planning, retirement planning, wealth management, asset protection, estate planning, business planning, executive bonus plans, employee benefits and more.


We are part of the nationwide Cetera Financial Group. Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser family. It is one of the largest families of independent registered investment advisers and broker-dealers in the United States.


Together, with Cetera's commitment to innovation and Omni’s integrated prospecting platforms and service offerings, our advisors differentiate themselves from the competition and provide real value to our clients.


What We Offer:

This is an opportunity to build ownership with your clients with the guidance and support of an experienced financial advising team by your side. If more equity, more independence & more autonomy appeal to you, let’s talk. We believe in building a firm that loves what they do and creating a work environment that supports long-term career and personal growth. Our goal is to help you achieve your goals as you help your clients achieve theirs.


With access to a dedicated support staff and an open platform, you will be able to effectively work with clients and a multitude of competitive products and services without limitation. And different from other companies, we do not have proprietary product sales requirements. That means our advisors sell based on needs and not quotas.


Who We Are Seeking:

OMNI is currently interviewing for experienced and inexperienced advisors in our Tampa, Orlando and Fort Myers offices. If you are interested in developing your own financial advisory practice and/or are a seasoned professional looking to develop into a leadership role, this might be a good match.


Must haves:

  • 2-5 yrs as a Financial Advisor, OR;
  • 2+ years of experience in sales or business development
  • History of success (can be in sales, sports, education and/or professional)
  • Local candidates only (Florida residents for at least 1-2 years)
  • Strong prospecting ability (cold calling, networking, etc.)
  • Energized by mentorship & collaboration
  • Bachelor's Degree or equivalent work experience


Preferred to have/ability to obtain:

  • State Insurance License – Florida Life and Health (2-15)
  • Securities Industry Essentials (SIE) FINRA exam
  • FINRA Series 7 & 66 registrations
  • We provide reimbursement for licensure


Compensation:

  • Supplemental Salary, Commissions, Bonuses & Rewards programs
  • Professional reimbursement programs for licensure & multiple designations, such as the Certified Financial Planner (CFP®).
  • Vast array of broker/dealer & investment advisory platforms
  • Dedicated transition support
  • Succession planning


Becoming a Financial Advisor at OMNI Financial Services is not just another job; it’s a rewarding, lifelong career.

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