WHO WE ARE
Ocean 6 is A new world of wealth®, a place where bold, innovative ideas change the world of finance. We empower successful business owners to organize and clarify their financial future through next-level thinking. It's more than just investment management.
To join our close-knit, entrepreneurial team, the right attitude is everything. While the day-to-day tasks can be taught, we cannot train passion. We are looking for a positive, driven individual who is curious, determined, and eager to dive into new experiences.
OUR FOUNDATION:
- Our Why & Vision: To make a profound difference in people’s lives and change the financial industry with bold new ideas.
- Mission: To deliver white-glove, "WOW" experiences that inspire every client to tell everyone they know.
- Our Character: Transformative, passionate, determined, and curious.
RESPONSIBILITIES
- Delivering a high-end, white glove service to our clients
- Be a leader in your team, developing and implementing holistic financial plans for clients
- Prepare and present financial analyses and recommendations to clients
- Maintain and update client records and financial portfolios
- Working with your team to manage daily client communications and requests
- Leading client meetings, identifying opportunities and educating clients on strategies
- Stay current with industry regulations, tax laws, and financial planning strategies
- Conduct research on financial products, market trends, and investment opportunities
- Contribute to the firm's marketing and business development efforts
- Other relevant or related responsibilities as required by Ocean 6
QUALIFICATIONS
- Bachelor's degree in Finance, Economics, Business, or equivalent of related work experience.
- Completion of, or close to, relevant industry certifications (e.g. CFP, CFA, CSC, LLQP).
- 3+ years of experience in financial services as a Lead Advisor (corporate financial planning experience is preferred).
- Experience mentoring, managing, and elevating junior advisors or support staff. You know how to rally a team around a shared vision.
- Exceptional project management and organizational skills. You are a systems-driven professional who can successfully focus on client files, deadlines, and high-touch client needs consistently
- You see the big picture, looking beyond isolated financial products like investments or insurance to evaluate a client’s entire financial ecosystem
COMPENSATION
The base salary for this position ranges from $85,000 to $110,000, commensurate with your depth of experience and qualifications. The final interview will include an assignment to showcase your knowledge and experience.
Job Type: Full-time
Pay: $85,000.00-$110,000.00 per year
Benefits:
- Company events
- Extended health care
- Life insurance
- On-site gym
- On-site parking
Flexible language requirement:
Experience:
- direct Financial planning: 3 years (required)
Licence/Certification:
Work Location: In person
