Financial Advisor

1 day ago Be among the first 25 applicants

Please 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 & Tampa. Please use diligence to ensure you have the correct company when doing research.

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.

• 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.

• Tampa, Orlando and Fort Myers

• 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

• 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

• 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.

• Associate

• Full‐time

• Sales, Business Development, and Finance

• Financial Services, Insurance, and Banking