Associate Advisor
WHO WE ARE
Ocean 6 is a place where bold new ideas change the world of finance. Our team empowers successful business owners to organize and clarify their financial future. Ocean 6 is A new world of wealth®.
To join our close-knit, entrepreneurial team, attitude is everything. Tasks and duties of the role can be taught but being a positive and driven individual that is eager to dive into new experiences is something that cannot be trained.
Our firm is guided by our brand foundation:
- Our Why: The value we provide makes a profound difference in people’s lives, and help our clients reach their goals
- Vision: Our bold new ideas will change the world of finance.
- Mission: We deliver white glove, WOW experiences that inspire every client to tell everyone they know.
- Position: Next-level, innovative thinking.
- Character: Transformative, passionate, determined, curious.
RESPONSIBILITIES
- Delivering a high-end, white glove service to our clients
- Assist advisory team in 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
- Managing daily client communications and requests
- Preparing and participating in client meetings and follow up on action items
- 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 a related work experience
- Completion of or progress towards relevant industry certifications (e.g., CFP, CFA, CSC, LLQP)
- 2+ years of experience in financial services or a related field
- Excellent communication and interpersonal abilities
- Experience with a CRM
COMPENSATION
This position has two experience levels.
Associate level 1: Majority of their time is dedicated to supporting the advisory team and continuing industry knowledge with a base salary range of $55,000 - $70,000 plus participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.
Associate level 2: Has the ability to support clients and give direct advice while supporting the advisory team with a base salary range of $70,000 - $90,000 plus participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.