Wealth Advisor & Growth Architect

OMNI Financial Services, Inc.; Orlando (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

No sales quotas

Mentoring relationships

Transition packages

Reimbursement for designations (CFP®,

FINRA registrations support

Broker/Dealer platforms

Job summary

OMNI Financial Services, a Florida-based wealth advisory firm with offices in Orlando, Fort Myers and Tampa, seeks an experienced Registered Advisor or advanced sales professional to join our team. You will proactively build a robust client pipeline, serve as the primary relationship leader, and design comprehensive financial plans and wealth strategies for individuals and business owners.

You will leverage our internal and broker/dealer resources, receive mentoring, and work with a supportive

Qualifications

• Bachelor's Degree or an equivalent combination of proven professional experience.
• State Insurance License - Florida Life and Health (2-15) is preferred.
• Securities Industry Essentials (SIE) FINRA exam and FINRA series 7/66 registrations.

Responsibilities

• Proactively build a robust client acquisition pipeline through strategic 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 and external teams for operational and administrative support.

Skills

Market development

Networking

Client relationships

Mentorship

Team collaboration

Professional growth

Integrity

Interpersonal skills

Education

Bachelor's degree or equivalent

Job description

OMNI Financial Services, a Florida-based wealth advisory firm with offices in Orlando, Fort Myers and Tampa, seeks an experienced Registered Advisor or advanced sales professional to join our team. You will proactively build a robust client pipeline, serve as the primary relationship leader, and design comprehensive financial plans and wealth strategies for individuals and business owners.

You will leverage our internal and broker/dealer resources, receive mentoring, and work with a supportive