Financial Planner
Quick Apply Full-time 51 minutes ago Full Job Description Who we are:
OMNI Financial Services is an independently owned and operated financial services firm looking to make in an impact in local markets.
We are currently hiring for new advisors and expanding our teams in all of our offices.
Our firm provides a wide array of plans, solutions, products and services to our clients that include business owners, affluent individuals and families.
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.
Omni's integrated prospecting platforms and service offerings differentiate our advisors from the competition and provide real value to our clients.
We are part of the nationwide Securian Financial Network.
Securian Financial Network is a diversified, nationwide network created to provide customized financial strategies designed to meet the long-term best interests of our clients.
Securian brings together the resources, expertise, and tools that financial advisors need to perform at their highest level.
This means as a Financial professional with us, you'll receive the support of our local office and the support of Securian, a privately- owned, Fortune 500 company, and a top 20 broker-dealer.
What we offer:
We highly value mutual partnerships and believe in investing in our advisors from day one.
We believe in building a team that loves what they do and creating a work environment that supports long-term career and personal growth.
By offering strategic, integrated training and support, we have built a culture of success & opportunity.
Maintaining high retention rates and beating national averages by 50%, we know what it takes.
OMNI advisors find the right balance in building something for themselves, but not by themselves.
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 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 Orlando and Fort Myers offices.
We are looking for those candidates seeking a meaningful career in developing their own financial advisory practice and/or those seasoned professionals looking to develop a leadership role in the firm.
You will be successful in this career if you are:
Someone with excellent interpersonal skills and sales abilities Someone who believes in financial products and services An entrepreneur who wants to build his/her own book of business Someone with strong prospecting acumen (cold calls, networking, etc.
) Someone who is energized by mentorship & collaboration Someone who is highly motivated, determined and committed Compensation & Benefits package:
Salary, Commissions, bonuses & rewards programs (OTE first year is 85-95k) Subsidized Benefits (i.
e.
, medical, dental, vision, disability, and E&O, 401k with a 4% match) 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 Preferred to have:
(but not required) Prior sales success Leadership experience Solid understanding of the financial planning process and needs analysis FINRA Series 7 & 66 registrations (experienced advisors) State Insurance License - Life and Health (experienced advisors) We provide reimbursement for all licensure Becoming a Financial Advisor at OMNI Financial Services is not just another job; it's a rewarding, lifelong career.
Job Type:
Full-time Pay:
$85,000.
00 - $95,000.
00 per year
Benefits:
401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Professional development assistance Referral program Retirement plan Vision insurance Physical setting:
Office Schedule:
Monday to Friday Supplemental pay types:
Bonus pay Commission pay Application Question(s):
We would love to know why you are interested in financial planning.
Experience:
non-retails sales:
1 year (Required) Work Location:
One location Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
OMNI Financial Services is an independently owned and operated financial services firm looking to make in an impact in local markets.
We are currently hiring for new advisors and expanding our teams in all of our offices.
Our firm provides a wide array of plans, solutions, products and services to our clients that include business owners, affluent individuals and families.
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.
Omni's integrated prospecting platforms and service offerings differentiate our advisors from the competition and provide real value to our clients.
We are part of the nationwide Securian Financial Network.
Securian Financial Network is a diversified, nationwide network created to provide customized financial strategies designed to meet the long-term best interests of our clients.
Securian brings together the resources, expertise, and tools that financial advisors need to perform at their highest level.
This means as a Financial professional with us, you'll receive the support of our local office and the support of Securian, a privately- owned, Fortune 500 company, and a top 20 broker-dealer.
What we offer:
We highly value mutual partnerships and believe in investing in our advisors from day one.
We believe in building a team that loves what they do and creating a work environment that supports long-term career and personal growth.
By offering strategic, integrated training and support, we have built a culture of success & opportunity.
Maintaining high retention rates and beating national averages by 50%, we know what it takes.
OMNI advisors find the right balance in building something for themselves, but not by themselves.
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 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 Orlando and Fort Myers offices.
We are looking for those candidates seeking a meaningful career in developing their own financial advisory practice and/or those seasoned professionals looking to develop a leadership role in the firm.
You will be successful in this career if you are:
Someone with excellent interpersonal skills and sales abilities Someone who believes in financial products and services An entrepreneur who wants to build his/her own book of business Someone with strong prospecting acumen (cold calls, networking, etc.
) Someone who is energized by mentorship & collaboration Someone who is highly motivated, determined and committed Compensation & Benefits package:
Salary, Commissions, bonuses & rewards programs (OTE first year is 85-95k) Subsidized Benefits (i.
e.
, medical, dental, vision, disability, and E&O, 401k with a 4% match) 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 Preferred to have:
(but not required) Prior sales success Leadership experience Solid understanding of the financial planning process and needs analysis FINRA Series 7 & 66 registrations (experienced advisors) State Insurance License - Life and Health (experienced advisors) We provide reimbursement for all licensure Becoming a Financial Advisor at OMNI Financial Services is not just another job; it's a rewarding, lifelong career.
Job Type:
Full-time Pay:
$85,000.
00 - $95,000.
00 per year
Benefits:
401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Professional development assistance Referral program Retirement plan Vision insurance Physical setting:
Office Schedule:
Monday to Friday Supplemental pay types:
Bonus pay Commission pay Application Question(s):
We would love to know why you are interested in financial planning.
Experience:
non-retails sales:
1 year (Required) Work Location:
One location Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
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