- 2-5 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
9 hours 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
6 days ago
OMNI Financial Services Orlando, United States(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 diligenc ...
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Financial Advisor
1 week 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
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
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
4 days 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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Financial Advisor
2 days 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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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
5 days 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 Aid Student Advisor
2 weeks ago
Full Sail University Winter Park, United States OTHERIf you're looking for the chance to learn, grow, and make a contribution to the community, look at employment opportunities with Full Sail University. You'll find your choice of career opportunities, great benefits, an environment that welcomes and values creativity, and a work e ...
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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 ...
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Wealth Advisor
1 day ago
Charles Schwab Orlando, United States Full timePosition Type: RegularYour opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. · As a Wealth Advisor within Schwab ...
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Director of Investments
1 week ago
Northwestern Mutual- Windermere, FL Orlando, United StatesOverview: · The responsibilities of the Director of Investments are to build out and be an advocate for efficient operational processes for the firm. They are responsible for partnering with the Diverse Wealth Partners and home office to ensure processes are compliant. They overs ...
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Entry-level Insurance Sales Agent
1 week ago
New York Life - Orlando Office Orlando, United StatesOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility ...
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Survey Director
1 week ago
Bowman Consulting Group, Ltd. Orlando, United StatesOverview: · Bowman has an opportunity for a Survey Director to join our team in Orlando, FL. At Bowman, we believe in creating opportunities for aspiring people to thrive and achieve ambitious goals. That's why a career at Bowman is more than a job. It is an opportunity to be par ...
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Financial Aid Advisor
5 days ago
Kavaliro Clermont, United StatesKavaliro is seeking a Financial Aid Advisor for a client in Clermont, FL. · Responsibilities: · Provide one-on-one financial aid counseling to students and families, assisting with the completion of financial aid applications, including the Free Application for Federal Student A ...
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Insurance and Financial Services Position
7 hours ago
Amanda Chase Koenig - State Farm Agent Winter Park, United StatesPosition Overview · Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. · Are you a highly motivated individual with a passion for building strong rela ...
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ZephyrTech Sanford, United StatesAbout us · With 200 years of experience and 100 percent expertise, we are BECKER-SCHOELL AG, professionals in pet food. We are the experts in wholesale pet food and an important logistics partner for our customers. Through the introduction of the semi-automated picking system Aut ...
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Financial advice
2 weeks ago
Matrix Dynamics Altamonte Springs, FL, United States FreelanceAt our company, the focus is on people. That's why we value a positive and strong corporate culture where employees and customers feel comfortable. · Responsibilities: · As a financial advisor, you will be the first point of contact for assigned customers for all financial needs. ...
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Balance Accountant
1 week ago
Quantum Dynamics Gotha, United StatesOn behalf of our partner company in Hamburg, we are currently seeking a "Bilanzbuchhalter (m/w/d)" to join our team as soon as possible. YOUR NEW RESPONSIBILITIES - Responsibility for all balance sheet-related matters - Preparation of monthly, quarterly, and annual financial stat ...
Financial Advisor - Orlando, United States - OMNI Financial Services
Description
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.
