Omni Financial of Nevada, Inc. · 21 hours ago
Financial Planner
Fort Myers, FL
Full-time
Onsite
Mid Level
$75K/yr - $100K/yrOmni Financial Services is an independently owned company based in Florida, dedicated to helping clients manage their finances for over 40 years. They are seeking a Financial Planner to provide comprehensive financial planning and wealth management services, while leveraging a supportive infrastructure and resources to enhance client relationships.
CreditFinancial ServicesLendingMilitary
Responsibilities
Please Note:
OMNI Financial Services is a FLORIDA based company and is not affiliated with any other Omni Financial Services group in the US
We are independently owned, and our headquarters is in Fort Myers with additional locations in Orlando & Tampa
Please use diligence to ensure you have the correct company when doing research
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 believe in the work we do with our advisors
We are pro-active in our partnership and enable our advisors to design and develop a path that works to their strengths
We also own a business solutions consulting firm that enables us to offer advanced solutions to business owners and their employees- this opens up more opportunity for clients and advisors alike
What We Offer:
Warm client acquisition and referrals from the firm
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
An open platform (a multitude of competitive products and services)
No proprietary product sales requirements (sell based on needs, not quotas)
Unmatched mentoring relationships, joint work, support, and collaboration
Vast array of resources from our Broker/Dealer that can be tailored to your needs
Where We Are Hiring:
Tampa, Orlando and Fort Myers (local candidates strongly preferred)
Who We Want:
Licensed Advisors or professionals with proven business development experience and inclination towards sales & prospecting
Strong natural markets, well-connected/involved in their communities, and able to tap into natural markets for business opportunities
Entrepreneurial person energized by mentorship & collaboration
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
Compensation:
Supplemental salary + commissions, payouts, bonuses & rewards programs
Generous transition packages + dedicated transition support for licensed advisors desiring to transition their existing practice
Professional 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
Qualification
Required
Licensed Advisors or professionals with proven business development experience and inclination towards sales & prospecting
Strong natural markets, well-connected/involved in their communities, and able to tap into natural markets for business opportunities
Entrepreneurial person energized by mentorship & collaboration
Bachelor's Degree or equivalent work experience
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
Preferred
Strong preference for local candidates (if non-local, needs to have strong prior experience in business development or strong natural market)
Benefits
Flexible schedule
Professional development assistance
Referral program
Company
Omni Financial of Nevada, Inc.
Omni Financial of Nevada, Inc.
Founded in 1991
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Christopher Hendry
Chief Technology Officer
Paul Parrott
Chief Credit Officer
Company data provided by crunchbase