A Practice Worth Joining.
Careers at Ocean 6 Wealth Advisory
We are a small, serious team building something that matters. If you are drawn to doing wealth planning the right way (coordinated, transparent, and plan-led) we want to know you.
Current Openings
No roles posted right now.
That said, we are always interested in exceptional people who share our values, especially CFP professionals with experience planning for incorporated business owners and high-income professionals.
If that is you, we would rather hear from you now than post a job later. Send us a short note about who you are and what you are building.
Who Fits
What we look for in the people we hire.
We hire for character first, credentials second. The credentials matter, but they are a floor, not a ceiling.
Background & Credentials
What you have built:
We work at the complex end of personal finance, your background should reflect that.
- CFP designation, or actively pursuing with a clear timeline
- Experience working with incorporated professionals, physicians, dentists, or business owners
- Comfortable owning a client relationship from onboarding to annual review
- Genuine curiosity about tax, corporate structure, insurance, and estate strategy, not just investments
- Able to distil complex planning concepts into clear language for busy clients
Mindset & Character
How you think:
Skills can be taught. These are harder to build.
- You believe the plan should lead, not the product pitch
- You read client files the night before, not the morning of
- You do not need a manager to tell you what great looks like
- You are building a career in this profession, not passing through it
- You find the regulatory complexity of serving incorporated clients interesting, not exhausting