About You 

• Bachelor’s Degree 
• 2+ years of direct client-facing experience (financial services experience a plus or relevant financial planning degree 
• Strong interpersonal communication skills; team-orientated approach 
• Knowledge of financial industry, financial products, and financial concepts 
• Clean U4 
• CFP®, CFA or EA/CPA/ PFS preferred. 
• Series 65 within 120 days of employment 

About OMNI 360 Advisors LLC 

• Omni 360 is a growth-oriented team of accountants, financial advisors, and attorneys who believe in taking ownership and taking initiative to serve our clients in a compassionate way.  
• We deliver integrated legal, financial and tax solutions by being resourceful, proactive problem-solvers. 
• Omni 360 embraces technology and prides itself on effective communication with clients, fellow team members, and the community at large. 
• Located in Plainsboro, New Jersey; serving clients throughout the world.  

About the Position (Essential Job Duties and Responsibilities) 

• Develops a mastery of Omni 360 Wealth, Inc.’s investment philosophy & other investment products
• Resource for others at OMNI  
• Create, edit, and present financial plans and reports using Emoney, Nitrogen, Money Guide Pro, Orion, and Holistiplan 
• Creates a personalized Investment Policy Statement and holistic investment strategy for each client. 
• Ability to independently lead client communications and interactions
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc
• Determine asset allocation based on clients’ needs, risk tolerance and capacity 
• Diligent recording of client communication and information within client relationship management platform 
• Serves as the day-to-day contact for client needs and collaborates with team members to ensure quality service
• Assist with client billing reviews and collaborate with the billing department to ensure fees are collected and calculated correctly 
• Engages in business planning efforts and actively supports the firm’s strategic priorities
• Participate in retirement plan servicing 
• Liaison for advisory clients accessing multiple service departments 
• Ability to meet with clients in person & via Zoom. Some travel may be required
• Mainly in office initially, hybrid opportunities 
• Full-time, salaried position with performance incentives, health benefits and 401(k) 
   
   

OUR HIRING PROCESS AND TIMELINE 

• Interviews expected to begin on a rolling basis  
• Start date flexible
• If you would like to apply, please email your resume and cover letter to Neel Shah and Linda Farinola