Financial Advisor

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.

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.

If taking the next step of your career looks like becoming a business owner and becoming more entrepreneurial, we are the right firm. Our partnership is unmatched and demonstrated through strong retention, long-term advisory relationships, and ever-growing financial management.

Additionally, we 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 the 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
• Vast array of resources from our Broker/Dealer that can be tailored to your needs

Where We Are Hiring:

• Tampa, Orlando and Fort Myers (local candidates strongly preferred)

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:

• Supplemental salary + commissions, payouts, bonuses & rewards programs.
• Generous transition packages + dedicated transition support for licensed advisors desiring to transition their existing practice
• 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
• Comprehensive Succession planning

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

Securities offered through Registered Representatives of Cetera Wealth Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisors LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity.

Job Type: Full-time

Pay: $87,000.00 - $100,000.00 per year

Benefits:

• Flexible schedule
• Professional development assistance
• Referral program

Work Location: In person