Wealth Planning & Investments Consultant

Posted yesterday

ocean bankDoral (FL)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

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. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.