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Financial Consultant
ComplyRight, Inc.Financial Consultant at Ocean Financial Services developing personalized financial plans and maintaining client relationships. Responsible for investment strategies, compliance, and performance monitoring.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing customized financial plans and investment strategies while ensuring compliance with regulatory standards. Proficient in building strong client relationships through effective communication and tailored service.
Highest-signal resume keywords
Investment RecommendationsPortfolio Performance MonitoringClient Relationship ManagementBilingual in Spanish and EnglishCompliance with SEC and FINRA
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment AnalysisTrade ExecutionPortfolio RebalancingMarket Strategy Adjustment
Soft Skills
CommunicationTrust-BuildingCustomer Service
Industry Keywords
International BankingPrivate BankingBSAKYC
About the role
Key responsibilities & impact- 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
- 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
- Ensure full compliance with SEC, FINRA, BSA, KYC, and internal policies
Requirements
What you’ll need- Associate’s Degree
- Five (5) years of investment related experience in product sales and servicing customers in international/private banking branch operations
- Must be fluent in Spanish and English
Benefits
Comp & perks- Exceptional communication, interpersonal, and presentation skills
- Strong analytical, problem-solving, and decision-making abilities
- Unwavering ethical conduct and commitment to client confidentiality
- Computer proficiency in MS Software (e.g. Excel, Word, and Outlook)