Financial Advisor

OMNI Financial Services; Fort Myers (FL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Transition support

CFP reimbursement

Brokerage platforms access

Mentorship programs

Job summary

OMNI Financial Services, a Florida-based firm with locations in Fort Myers, Orlando, and Tampa, is seeking experienced financial professionals to join our advisory team. Build a robust client pipeline and serve as the primary relationship leader for high-net-worth individuals and business owners.

We offer generous transition packages, ongoing support, and access to multiple broker/dealer platforms. Local candidates are strongly preferred, with extensive training and mentorship provided.

Qualifications

• Bachelor's degree or equivalent professional experience.
• State Insurance License – Florida Life and Health (2-15) or ability to obtain.
• Securities Industry Essentials (SIE) FINRA exam.
• FINRA Series 7 & 66 registrations or comparable mix/ability to obtain.

Responsibilities

• Proactively build a robust client acquisition pipeline through networking and referrals.
• Act as the primary relationship leader and trusted strategist for clients.
• Conduct discovery sessions to uncover client needs and design comprehensive financial plans.
• Rely on internal/external teams for operational support.

Skills

Networking

Client relationships

Mentorship

Team collaboration

Interpersonal skills

Integrity

Entrepreneurial mindset

Education

Bachelor's degree or equivalent

Tools

Salesforce

RedTail

CRM platforms

Job description

OMNI Financial Services is a FLORIDA based company and is not affiliated with any other "Omni" group in the US. We are independently owned w/ locations in Fort Myers, Orlando & Tampa. Please ensure you have the correct company when doing research.

Who We Are:

For over 40 years, Omni Financial Services has empowered individuals, families and business owners to optimize their wealth, allowing them to focus on what matters most to them. Our success is rooted in a foundation of integrity and reliable, time-tested strategy. We deliver sophisticated, fee-based financial planning, retirement planning, wealth management, asset protection, estate planning and more.

Additionally, we own a business solutions consulting firm that enables us to provide advanced solutions to business owners.

What We Offer:

Our platform is designed to help you succeed. With a focus on autonomy, extensive support, and high growth, we offer a robust framework that includes:

• Warm client acquisition and referrals from the firm (filling up to 50% of your book)
• Fully integrated online platform with 15+ applications (ex. RedTail, Salesforce)
• 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 sales requirements (sell based on needs, not quotas)
• Unmatched mentoring relationships, joint work and collaboration
• Vast array of resources from our Broker/Dealer that can be tailored to your needs

Who We Want:

• We are looking for an experienced Registered Advisor or advanced sales professionals (tech, medical, insurance, etc.)

Where We Are Hiring:

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

What You'll Do:

• Proactively build a robust client acquisition pipeline through strategic networking, center-of-influence referrals, and educational seminars.
• Act as the primary relationship leader and trusted strategist for your clients
• Conduct deep discovery sessions to uncover client needs, then design comprehensive financial plans and wealth strategies.
• Rely on our internal and external specialized teams for operational and administrative functions

Skills:

• Possesses a natural aptitude for market development, networking, and cultivating long‑term client relationships.
• Entrepreneurial mindset with a high energy for mentorship, team collaboration, and continuous professional growth.
• Unwavering integrity and honesty, with exceptional interpersonal skills to understand and prioritize client needs.
• Bachelor's Degree or an equivalent combination of proven professional experience.

Required Licensure:

• State Insurance License – Florida Life and Health (2-15)
• Securities Industry Essentials (SIE) FINRA exam
• FINRA Series 7 & 66 registrations
• Or some comparable mix / ability to obtain

Compensation:

• Supplemental salary, commissions, bonuses & rewards programs.
• Generous transition packages + specialized transition support for registered advisors with an existing practice
• Reimbursement programs for multiple designations, such as the Certified Financial Planner (CFP®) and FINRA registrations.
• 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.