Financial Consultant

Job description

Overview 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. Responsibilities: Key Responsibilities: This position is for Ocean Financial Services (OFS), a subsidiary of Ocean Bank. - 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 initi...