What are the responsibilities and job description for the Financial Professional position at Omni Financial Services?
Local Candidates only***
Please Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with locations in Orlando & Tampa. When researching our company, please use due diligence to ensure correct information.
Who We Are:
Omni Financial Services is an independently owned and operated financial services firm. We provide customized financial solutions to our clients. Some of our services include fee-based financial planning, retirement planning, wealth management, asset protection, estate planning, business planning, executive bonus plans, employee benefits and more.
We are part of the nationwide Cetera Financial Group. Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser family. It is one of the largest families of independent registered investment advisers and broker-dealers in the United States.
Together, with Cetera's commitment to innovation and Omni’s integrated prospecting platforms and service offerings, our advisors differentiate themselves from the competition and provide real value to our clients.
What We Offer:
Our goal is to help you achieve your goals as you help your clients achieve theirs. With unlimited earning potential and unique professional development, being an OMNI advisor means you can build something for yourself, but not by yourself. Strengthened with access to a dedicated support staff and an open platform, our advisors can effectively work with clients and a multitude of competitive products and services. And different from other companies, we do not have proprietary product sales requirements. That means our advisors sell based on needs and not quotas.
Where We Are Hiring:
- Tampa, Orlando and Fort Myers
Who We Want:
- Experienced advisors or sales professionals with strong natural markets
- Entrepreneurial person energized by mentorship & collaboration
- Prospecting, sales and business development experience (cold calling, lead generation, etc)
- 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
Compensation:
- Generous transition packages dedicated transition support
- Supplemental Salary, Commissions, Bonuses & Rewards programs
- Professional reimbursement programs for licensure & multiple designations, such as the Certified Financial Planner (CFP®).
- Vast array of broker/dealer & investment advisory platforms
- Succession planning
Becoming a Financial Advisor at OMNI Financial Services is not just another job; it’s a rewarding, lifelong career.
Job Type: Full-time
Pay: $55,000.00 - $95,000.00 per year
Benefits:
- Flexible schedule
Supplemental Pay:
- Bonus opportunities
- Commission pay
Work Location: In person
Salary : $55,000 - $95,000