Senior Financial Advisor & Wealth Strategy Partner
OMNI Financial Services, Inc.
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Benefits offered by this job
Job summary
OMNI Financial Services is a Florida-based company with locations in Fort Myers, Orlando, and Tampa, seeking experienced Registered Advisors or advanced sales professionals. The role focuses on proactive client acquisition, strategic networking, and delivering comprehensive wealth strategies to individuals and business owners in the Tampa and Orlando areas.
You will lead client relationships, conduct deep discovery sessions, and collaborate with specialized teams to implement financial plans,
Qualifications
- State Insurance License - Florida Life and Health (2-15).
- Securities Industry Essentials (SIE) FINRA exam.
- FINRA Series 7 & 66 registrations.
- Experience as Registered Advisor or advanced sales professional.
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 deep discovery sessions to uncover client needs and design comprehensive financial plans and wealth strategies.
- Rely on internal and external specialized teams for operational and administrative functions.
Skills
Education
Tools
Job description
OMNI Financial Services is a Florida-based company with locations in Fort Myers, Orlando, and Tampa, seeking experienced Registered Advisors or advanced sales professionals. The role focuses on proactive client acquisition, strategic networking, and delivering comprehensive wealth strategies to individuals and business owners in the Tampa and Orlando areas.
You will lead client relationships, conduct deep discovery sessions, and collaborate with specialized teams to implement financial plans,
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