Wealth Advisor & Client Growth Strategist

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, 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.