Wealth Planning & Investments Consultant
Ocean Bank
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 Ocean Bank
Vacancy posted 5 days ago
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