Financial Consultant
Miami, FL · Hybrid
... planning and investment strategies. Key Responsibilities: * Develop strong, trust-based ... This position is for Ocean Financial Services (OFS), a subsidiary of Ocean Bank. Education ...
20 Ocean Bank Financial Planner Jobs Hiring Near You
Financial Consultant
Miami, FL · Hybrid
... planning and investment strategies. Key Responsibilities: * Develop strong, trust-based ... This position is for Ocean Financial Services (OFS), a subsidiary of Ocean Bank. Education ...
Financial Consultant
Miami, FL · On-site
... financial planning and investment strategies. Responsibilities Key Responsibilities: * Develop ... This position is for Ocean Financial Services (OFS), a subsidiary of Ocean Bank. Qualifications ...
Financial Consultant
Miami, FL · On-site
... financial planning and investment strategies. Responsibilities Key Responsibilities: * Develop ... This position is for Ocean Financial Services (OFS), a subsidiary of Ocean Bank. Qualifications ...
... the Bank's presence in the market. This position may be a dual employee with Ocean Financial Services, LLC (OFS), a FINRA and SEC registered broker dealer. Education/Experience: Requirements
... the Bank's presence in the market. This position may be a dual employee with Ocean Financial Services, LLC (OFS), a FINRA and SEC registered broker dealer. Education/Experience: Requirements
VP; Relationship Manager - WM
Miami, FL · On-site
... Bank's presence in the market. This position may be a dual employee with Ocean Financial Services, LLC (OFS), a FINRA and SEC registered broker dealer. Qualifications Education/Experience:
VP; Relationship Manager - WM
Miami, FL · On-site
... Bank's presence in the market. This position may be a dual employee with Ocean Financial Services, LLC (OFS), a FINRA and SEC registered broker dealer. Qualifications Education/Experience:
Overview Ocean Bank is seeking a Sr. Treasury Management Sales Representative to support business ... Associate degree in Business Administration, Finance, Banking, Accounting, or a related field ...
Overview Ocean Bank is seeking a Sr. Treasury Management Sales Representative to support business ... Associate degree in Business Administration, Finance, Banking, Accounting, or a related field ...
Ocean Bank is seeking a Sr. Treasury Management Sales Representative to support business clients ... Associate degree in Business Administration, Finance, Banking, Accounting, or a related field ...
Ocean Bank is seeking a Sr. Treasury Management Sales Representative to support business clients ... Associate degree in Business Administration, Finance, Banking, Accounting, or a related field ...
CRA Officer
Miami, FL · Remote
Ocean Bank is looking for a relationship-driven CRA Officer to lead the bank's Community ... Requirements * Bachelor's degree in Business (Finance, Economics or Accounting). * 7+ years of ...
CRA Officer
Miami, FL · Remote
Ocean Bank is looking for a relationship-driven CRA Officer to lead the bank's Community ... Requirements * Bachelor's degree in Business (Finance, Economics or Accounting). * 7+ years of ...
CRA Officer
Miami, FL · On-site +1
Overview Ocean Bank is looking for a relationship-driven CRA Officer to lead the bank's Community ... Requirements * Bachelor's degree in Business (Finance, Economics or Accounting). * 7+ years of ...
CRA Officer
Miami, FL · On-site +1
Overview Ocean Bank is looking for a relationship-driven CRA Officer to lead the bank's Community ... Requirements * Bachelor's degree in Business (Finance, Economics or Accounting). * 7+ years of ...
Personal Banking Officer
Miami, FL · On-site
Knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell. * Ability to handle financial transactions, fraud detection, and ...
Personal Banking Officer
Miami, FL · On-site
Knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell. * Ability to handle financial transactions, fraud detection, and ...
Knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell. * Ability to handle financial transactions, fraud detection, and ...
Knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell. * Ability to handle financial transactions, fraud detection, and ...
Retail Banking Representative
Miami, FL · On-site
$14.75 - $19.25/hr
As well as providing customer service to the internal departments of the bank. Also, performs as a ... High school diploma or equivalent with at least two (2) years of teller or related financial ...
Retail Banking Representative
Miami, FL · On-site
$14.75 - $19.25/hr
As well as providing customer service to the internal departments of the bank. Also, performs as a ... High school diploma or equivalent with at least two (2) years of teller or related financial ...
Retail Banking Representative
Miami, FL · On-site
$14.75 - $19.25/hr
As well as providing customer service to the internal departments of the bank. Also, performs as a ... High school diploma or equivalent with at least two (2) years of teller or related financial ...
Retail Banking Representative
Miami, FL · On-site
$14.75 - $19.25/hr
As well as providing customer service to the internal departments of the bank. Also, performs as a ... High school diploma or equivalent with at least two (2) years of teller or related financial ...
Retail Banking Representative
Miami, FL · On-site
$14.75 - $19.25/hr
As well as providing customer service to the internal departments of the bank. Also, performs as a ... High school diploma or equivalent with at least two (2) years of teller or related financial ...
Retail Banking Representative
Miami, FL · On-site
$14.75 - $19.25/hr
As well as providing customer service to the internal departments of the bank. Also, performs as a ... High school diploma or equivalent with at least two (2) years of teller or related financial ...
Retail Banking Representative
Miami, FL · On-site
$14.50 - $19.25/hr
As well as providing customer service to the internal departments of the bank. Also, performs as a ... High school diploma or equivalent with at least two (2) years of teller or related financial ...
Retail Banking Representative
Miami, FL · On-site
$14.50 - $19.25/hr
As well as providing customer service to the internal departments of the bank. Also, performs as a ... High school diploma or equivalent with at least two (2) years of teller or related financial ...
VP; Branch Manager
Miami Lakes, FL · On-site
An associate's degree in a related field of study such as Accounting or Finance. * 7+ years of banking experience in products sales and lending, specifically related to attracting and servicing ...
VP; Branch Manager
Miami Lakes, FL · On-site
An associate's degree in a related field of study such as Accounting or Finance. * 7+ years of banking experience in products sales and lending, specifically related to attracting and servicing ...
Associate's Degree in Business field such as Accounting or Finance. * 7+ years of banking experience in products sales and lending, specifically related to attracting and servicing customers with an ...
Associate's Degree in Business field such as Accounting or Finance. * 7+ years of banking experience in products sales and lending, specifically related to attracting and servicing customers with an ...
VP; Branch Manager
Miami Lakes, FL · On-site
An associate's degree in a related field of study such as Accounting or Finance. * 7+ years of banking experience in products sales and lending, specifically related to attracting and servicing ...
VP; Branch Manager
Miami Lakes, FL · On-site
An associate's degree in a related field of study such as Accounting or Finance. * 7+ years of banking experience in products sales and lending, specifically related to attracting and servicing ...
Bachelor's Degree in Business Administration, Accounting or Finance. * Five (5) years of banking-related experience in product sales and comercial lending. * Knowledgeable in bank operations, new ...
Bachelor's Degree in Business Administration, Accounting or Finance. * Five (5) years of banking-related experience in product sales and comercial lending. * Knowledgeable in bank operations, new ...
VP; Business Development Officer
Weston, FL · On-site +1
Associate's Degree in Business field such as Accounting or Finance. * 7+ years of banking experience in products sales and lending, specifically related to attracting and servicing customers with an ...
VP; Business Development Officer
Weston, FL · On-site +1
Associate's Degree in Business field such as Accounting or Finance. * 7+ years of banking experience in products sales and lending, specifically related to attracting and servicing customers with an ...
VP; Branch Manager
Boca Raton, FL · On-site
An associate's degree in a related field of study such as Accounting or Finance. * 7+ years of banking experience in products sales and lending, specifically related to attracting and servicing ...
VP; Branch Manager
Boca Raton, FL · On-site
An associate's degree in a related field of study such as Accounting or Finance. * 7+ years of banking experience in products sales and lending, specifically related to attracting and servicing ...
Ocean Bank Jobs Information
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Job description
The Financial Consultant in Ocean Financial Services is responsible for building and maintaining long-term relationships with clients, understanding their financial goals, and delivering personalized financial planning and investment strategies.
Key Responsibilities:
- Develop strong, trust-based relationships with clients 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 range of financial products (stocks, bonds, mutual funds, ETFs, options,etc.).
- Monitor portfolio performance, rebalance as needed, and deliver regular performance reports.
- Conduct periodic reviews to adjust strategies based on changing client needs and market conditions.
- Understand clients' financial goals, risk tolerance, and investment time horizon.
- Assess clients’ financial situations, including income, expenses, assets, liabilities, and goals.
- Drive business growth through networking, referrals, and marketing initiatives.
- Maintain accurate records of client interactions and stay current on regulatory changes.
- Ensure full compliance with SEC, FINRA, BSA, KYC, and internal policies.
- Perform due diligence on the BSA/KYC (Know Your Customer) write-ups and profile; conduct customer interviews in order to profile them as well as to comply with BSA, KYC and other bank policies and procedures.
- Continuously expand product knowledge and stay informed on market trends and investment opportunities.
This position is for Ocean Financial Services (OFS), a subsidiary of Ocean Bank.
Education/Experience:
Requirements
- Associate’s Degree.
- Five (5) years of investment related experience in product sales and servicing customers in international/private banking branch operations.
- May require occasional travel for training, conferences, or branch office visits.
Skills and Competencies
- Must have exceptional communication, interpersonal, and presentation skills.
- Must have strong analytical, problem-solving, and decision-making abilities.
- Must have ability to build rapport, establish trust, and maintain long-term client relationships.
- Must have a thorough understanding of financial markets, investment products, and economic principles.
- Must be proficient in financial planning software, CRM systems, and other relevant technology.
- Must have unwavering ethical conduct and commitment to client confidentiality.
- Experience working in a sales team, and high-quality service advocacy.
- Must possess excellent organizational, interpersonal, time management, written and verbal communication (English and Spanish) skills.
- Computer proficiency in MS Software (e.g. Excel, Word, and Outlook).
Preferences
- A bachelor's degree in finance, business, economics, or a related field.
- Prior experience in sales, financial services, or client service is highly advantageous.
Licenses
- FINRA Series 7 and Series 66 (or Series 65) licenses are mandatory.
- Life, Health, and Variable Annuity insurance licenses may be required depending on the products offered.
In this role you can work hybrid from Miami, Florida, United States
About Ocean Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
501 - 1,000 Employees
Headquarters location
Miami, FL, US
Year founded
1982