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Financial Consultant Financial Advisor

Hybrid Financial Consultant & Investment Planner

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Ocean Bankshares
Full Time position
Listed on 2026-05-18
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
Ocean Bank seeks a Financial Consultant in Miami, Florida, to build and maintain client relationships, deliver personalized financial planning, and execute investment strategies. Candidates must have an Associate's Degree and five years of investment experience, with strong communication and analytical skills. Successful applicants must hold necessary FINRA licenses and demonstrate a thorough understanding of financial products. The role supports a hybrid work environment.
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