Financial Advisor

OMNI Financial Services

Tampa (FL)

On-site

USD 70,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Generous transition packages

High commissions and bonuses

Professional reimbursement programs

Professional development

Job summary

A financial services firm based in Florida is looking for licensed advisors to join their team in Tampa. Ideal candidates will have strong business development skills and a community focus. This full-time role offers generous compensation packages, including supplemental salaries and professional reimbursement programs for licenses. Join us for a rewarding career in financial advisory services.

Qualifications

Must have a State Insurance License – Florida Life and Health (2-15).
Securities Industry Essentials (SIE) FINRA exam required.
FINRA Series 7 & 66 registration needed or ability to obtain comparable licenses.
FINRA Series 7 & 66 registration or comparable licensure.

Responsibilities

Acquire clients through warm referrals and proactive outreach.
Develop a personalized plan for financial advising.
Collaborate with support staff to enhance client service.

Skills

Sales proficiency

Business development experience

Community engagement

Natural market connection

Education

Bachelor's Degree or equivalent experience

Job description

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.

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.

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.

What We Offer:

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.

Where We Are Hiring:

Tampa, Orlando and Fort Myers

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:

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.

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