Wealth Planning & Investments Consultant
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-07-29
Listing for:
Ocean Bank
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
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.
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