Wealth Planning & Investments Consultant

Ocean Bank; Miami (FL); Hybride; USD 90 000 - 130 000; Plein temps

Résumé du poste

Ocean Financial Services, a subsidiary of Ocean Bank, seeks a Financial Consultant to build long-term client relationships and deliver personalized financial planning and investment strategies. The role requires knowledge of markets, products, and regulatory standards, with bilingual English/Spanish communication.

The position is hybrid from Miami, FL, and involves frequent client interaction, reporting, and collaboration with a sales team to grow AUM. FINRA licenses are mandatory.

Qualifications

• Associate’s Degree is required.
• Five years of investment-related experience in sales and servicing.
• Occasional travel may be required for training or branch visits.

Responsabilités

• Build trust-based client relationships through consistent communication and service.
• Create customized financial plans covering investments, retirement, education, insurance, and estate planning.
• Provide tailored investment recommendations and execute trades across a broad range of products.
• Monitor portfolio performance, rebalance, and deliver regular reports.
• Conduct periodic reviews and adjust strategies based on market conditions.
• Understand clients' goals, risk tolerance, and investment horizon.
• Drive business growth via networking, referrals, and marketing initiatives.
• Maintain accurate records and stay compliant with SEC, FINRA, BSA, KYC policies.

Connaissances

Communication skills

Analytical thinking

Relationship building

Market knowledge

CRM proficiency

Financial planning software

Ethical conduct

Sales experience

Time management

Bilingual English/Spanish

Formation

Associate’s Degree

Bachelor's degree (preferred)

Outils

CRM systems

Financial planning software

MS Office (Excel, Word, Outlook)

Description du poste

Ocean Financial Services, a subsidiary of Ocean Bank, seeks a Financial Consultant to build long-term client relationships and deliver personalized financial planning and investment strategies. The role requires knowledge of markets, products, and regulatory standards, with bilingual English/Spanish communication.

The position is hybrid from Miami, FL, and involves frequent client interaction, reporting, and collaboration with a sales team to grow AUM. FINRA licenses are mandatory.