Experienced Financial Advisor

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 also own a business solutions consulting firm that enables us to provide advanced solutions to business owners.

What We Offer

Depending on your interest, our platform offers several resources designed to help you transition & succeed. We offer a robust framework that includes:

• Warm client acquisition and referrals from the firm (that can fill up to 50% of your book)
• An open platform (a multitude of competitive products and services)
• 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
• No sales requirements (sell based on needs, not quotas)
• Unmatched mentoring relationships, joint work and collaboration
• Vast array of resources from our Broker/Dealer that can be tailored to your needs

Where We Are Hiring

• Tampa, Orlando and Tampa (local candidates strongly preferred)

Who We Want

We are looking for an experienced Licensed Advisor or experienced sales professionals (who are able to obtain licensure).

Skills

• Strong natural markets, well-connected/involved in their communities
• Entrepreneurial person energized by mentorship & collaboration
• Ability to prospect and take the lead on your business
• 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
• We reimburse for licensure!

Compensation

• Supplemental salary, commissions, bonuses & rewards programs.
• Generous transition packages + specialized transition support (for advisors with an existing practice)
• Reimbursement programs for licensure & multiple designations, such as the Certified Financial Planner (CFP®) and FINRA licensure.
• Vast array of broker/dealer & investment advisory platforms
• Comprehensive Succession planning

Becoming a Financial Advisor at OMNI Financial Services is not just another job; it’s a rewarding, lifelong career.

Securities offered through Registered Representatives of Cetera Wealth Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisors LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity.

Job Type: Full-time

Pay: $75,000.00 - $100,000.00 per year

Benefits

• Flexible schedule
• Professional development assistance
• Referral program

Work Location: In person