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Senior Financial Advisor & Wealth Strategy Partner

Job in Fort Myers, Lee County, Florida, 33916, USA
Listing for: OMNI Financial Services, Inc.
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 90000 - 130000 USD Yearly USD 90000.00 130000.00 YEAR
Job Description & How to Apply Below

OMNI Financial Services is a Florida-based company with locations in Fort Myers, Orlando, and Tampa, seeking experienced Registered Advisors or advanced sales professionals. The role focuses on proactive client acquisition, strategic networking, and delivering comprehensive wealth strategies to individuals and business owners in the Tampa and Orlando areas.

You will lead client relationships, conduct deep discovery sessions, and collaborate with specialized teams to implement financial plans,

The Senior Financial Advisor & Wealth Strategy Partner role at OMNI Financial Services, Inc. is now open for applications in Fort Myers, FL, United States.

We are currently recruiting a Senior Financial Advisor & Wealth Strategy Partner for our team in Fort Myers, FL, United States.

This is a strong role to take on the Senior Financial Advisor & Wealth Strategy Partner role at OMNI Financial Services, Inc.

Position Requirements
10+ Years work experience
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