Omni Financial of Nevada, Inc. · 1 day ago
Financial Advisor
Tampa, FL
Full-time
Onsite
Mid Level
$82K/yr - $100K/yrOmni Financial Services is an independently owned firm based in Florida, dedicated to helping clients maximize their finances for future wealth. The Financial Advisor role involves providing fee-based financial planning, retirement planning, and wealth management services while fostering strong client relationships and business development.
CreditFinancial ServicesLendingMilitary
Responsibilities
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
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