Senior Wealth Advisor
Job Description
For Advisors Who Are Ready to Do Their Best Work
You've spent years building something meaningful: relationships rooted in trust, a practice you're proud of, a reputation that precedes you. The question now isn't whether you're capable. It's whether the platform around you is worthy of what you've built.
OceanFront Wealth Inc. (OceanFront) was built on a simple but uncompromising idea: that doing right by clients requires the freedom to do so. Independence wasn't a differentiator; it was a prerequisite. The group brings together two distinct areas of expertise: investment counsel through OFIC, and financial planning and insurance through OceanFront Wealth, each operating under its own entity, with one shared focus: the long-term wellbeing of the families and entrepreneurs we serve. We call that Return on Life.
What Independence Actually Means Here
Independence is used loosely in this industry. At OceanFront, it means something specific: