Florida Wealth Advisor — Autonomy, Mentorship & Growth

OMNI Financial Services; Orlando (FL); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Warm client referrals

Integrated online platform with 15+应用

Dedicated support staff

Compliance support

Mentoring relationships

Broker/Dealer resources

Job summary

OMNI Financial Services seeks an experienced Registered Advisor to build a robust client base in Florida, focusing on strategic networking and referrals. You will serve as the primary advisor, designing comprehensive wealth plans and coordinating with internal teams.

You’ll collaborate with a support-rich platform offering CRM tools, marketing assistance, and transition programs for advisors with an existing practice. Local candidates in Tampa and Orlando are preferred.

Qualifications

• Bachelor's degree or equivalent experience required.
• Proven ability to develop client relationships.
• Strong communication and presentation skills.

Responsibilities

• Proactively build a robust client acquisition pipeline through strategic networking and referrals.
• Act as the primary relationship leader and trusted strategist for your clients.
• Conduct discovery sessions to uncover client needs and design comprehensive wealth plans.
• Coordinate with internal teams for operational and administrative support.

Skills

Client acquisition

Networking

Mentorship

Integrity & ethics

Education

Bachelor's Degree

Tools

Salesforce

RedTail

Job description

OMNI Financial Services seeks an experienced Registered Advisor to build a robust client base in Florida, focusing on strategic networking and referrals. You will serve as the primary advisor, designing comprehensive wealth plans and coordinating with internal teams.

You’ll collaborate with a support-rich platform offering CRM tools, marketing assistance, and transition programs for advisors with an existing practice. Local candidates in Tampa and Orlando are preferred.