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Financial Advisor/Associate Wealth Advisor Position

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 other 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 positions with performance incentives, health benefits and 401(k) 
     
     

OUR HIRING PROCESS AND TIMELINE 

  • Accepting applications immediately through February 29, 2024 
  • 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 NShah@Omni360Email.com and LFarinola@Omni360Email.com
Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of ...

The post Term vs. Permanent Life Insurance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more