- 2-10 yrs as a Financial Advisor, OR;
- 2+ years of experience in sales or business development
- History of success (can be in sales, sports, education and/or professional)
- Local candidates only (Florida residents for at least 1-2 years)
- Strong prospecting ability (cold calling, networking, etc.)
- 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 registrations
- We provide reimbursement for licensure
- 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
- Dedicated transition support
- Succession planning
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Financial Advisor
2 weeks ago
Thrivent Financial Services Orlando, United StatesCompany Description · Thrivent Financial Services is a reputable investment management company located in Chilton, Wisconsin, providing financial guidance, wealth management, insurance, and more to clients throughout the United States. · Role Description · This is a full-time hyb ...
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Financial Advisor
3 weeks ago
OMNI Financial Services Orlando, United StatesPlease 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 inform ...
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Financial Advisor
1 week ago
New York Life - Orlando Orlando, United StatesJob Description · Job DescriptionOur firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advis ...
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Financial Advisor
3 weeks ago
OMNI Financial Services Orlando, United StatesPlease 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 inform ...
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Financial Advisor
1 week ago
LPL Financial Orlando, United States Full timeYour career path should lead to real opportunity · LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Addition Financial Credit Union in Lake Nona, FL would allow you to ...
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Financial Advisor
2 weeks ago
NorthCoast Asset Management Orlando, United StatesNorthCoast Asset Management, headquartered in Greenwich, CT, provides specialized investment solutions to high-net-worth clients and institutions. · The Financial Advisor serves as an integral part of the team. The ideal candidate is a great communicator, organized, enthusiastic ...
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Financial Advisor
3 weeks ago
NorthCoast Asset Management Orlando, United StatesNorthCoast Asset Management, headquartered in Greenwich, CT, provides specialized investment solutions to high-net-worth clients and institutions. · The Financial Advisor serves as an integral part of the team. The ideal candidate is a great communicator, organized, enthusiastic ...
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Financial Advisor
3 days ago
NorthCoast Asset Management Orlando, United StatesNorthCoast Asset Management, headquartered in Greenwich, CT, provides specialized investment solutions to high-net-worth clients and institutions. · The Financial Advisor serves as an integral part of the team.The ideal candidate is a great communicator, organized, enthusiastic, ...
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Financial Advisor
1 week ago
Thrivent Financial Orlando, United StatesCompany Description · Thrivent Financial Services is a reputable investment management company located in Chilton, Wisconsin, providing financial guidance, wealth management, insurance, and more to clients throughout the United States. · Role Description · This is a full-time ...
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Financial Advisor
2 weeks ago
New York Life - Orlando Orlando, United StatesJob Description · Job DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relati ...
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Experienced Financial Advisor
1 week ago
New York Life Orlando, United StatesNew York Life is looking for talented Advisors. · Working as an Advisor for New York Life allows you to provide clients with the advice and support they need to pursue their financial goals while carving out a prosperous future for yourself. Our Agents are well-equipped to sugges ...
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Experienced Financial Advisor
1 week ago
New York Life - Orlando Orlando, United StatesJob Description · Job DescriptionNew York Life is looking for talented Advisors. · Working as an Advisor for New York Life allows you to provide clients with the advice and support they need to pursue their financial goals while carving out a prosperous future for yourself. Our A ...
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Experienced Financial Advisor-
1 day ago
New York Life - Orlando Orlando, United StatesJob Description · Job DescriptionNew York Life is looking for talented Advisors. · Working as an Advisor for New York Life allows you to provide clients with the advice and support they need to pursue their financial goals while carving out a prosperous future for yourself. Our A ...
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Financial Advisor
1 week ago
Saltmarsh, Cleaveland & Gund Winter Park, United StatesJob Description · Job DescriptionDescription:Saltmarsh is currently seeking a strong Financial Advisor who is a leader and who wants to join a firm that fosters both personal and professional development and supports the drive for advancement. Our ideal candidate demonstrates a p ...
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Financial Advisor
2 weeks ago
Merit Wealth Advisors Maitland, United StatesJob Description · Job DescriptionAbout Us: Merit Wealth Advisors is a boutique financial services firm dedicated to providing comprehensive wealth management solutions to individuals, families, and businesses. With a commitment to excellence and a client-centric approach, we stri ...
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Financial Advisor
5 days ago
Evershore Financial Group Maitland, United StatesARE YOU? · tired of working for big box financial? · working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum? · confident in your background, experience, and acumen in working with individuals and businesses to reach common ...
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Financial Advisor
5 days ago
Evershore Financial Group Maitland, United StatesARE YOU...? · of working for "big box financial"? · ...working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum? · ...confident in your background, experience, and acumen in working with individuals and businesses to reach commo ...
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private client financial advisor
1 week ago
Blueprint 30 Orlando, United StatesAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending a ...
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Financial Aid Advisor
1 week ago
Herzing University Winter Park, United StatesIf you are a current employee, faculty or adjunct instructor at Herzing University (not a Contractor or temporary employee through a staffing agency), please click here to log in to UKG/UltiPro and then navigate to Menu > Myself > My Company > View Opportunities to apply using th ...
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Cascade Ventures Horizon West, United StatesAbout Us: · At Horizon West, we specialize in providing comprehensive advice to our clients in the areas of retirement planning, wealth management, financial planning, and essential protection. We do not engage in cold calling, but instead focus on scheduling consultation appoint ...
Financial Advisor - Orlando, United States - OMNI Financial Services
Description
(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:
This is an opportunity to build ownership with your clients with the guidance and support of an experienced financial advising team by your side. If more equity, more independence & more autonomy appeal to you, let's talk. We believe in building a firm that loves what they do and creating a work environment that supports long-term career and personal growth. Our goal is to help you achieve your goals as you help your clients achieve theirs.
With access to a dedicated support staff and an open platform, you will be able to effectively work with clients and a multitude of competitive products and services without limitation. And different from other companies, we do not have proprietary product sales requirements. That means our advisors sell based on needs and not quotas.
Who We Are Seeking:
OMNI is currently interviewing for experienced and inexperienced advisors in our Tampa,Orlando and Fort Myers offices. If you are interested in developing your own financial advisory practice and/or are a seasoned professional looking to develop into a leadership role, this might be a good match.
Must haves:
Preferred to have/ability to obtain:
Compensation:
Becoming a Financial Advisor at OMNI Financial Services is not just another job; it's a rewarding, lifelong career.