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Oxley Capital Management (OCM) is a full service financial manager featuring a managed options offering for clients as well as complete asset allocation. OCM has been providing clients with investments, forward tax plans and life contingency plans with thirty one years of experience.

Job Title

Investment Advisor Representative.

Job Description

Oxley Capital Management is a Registered Investment Advisor firm principally located at 3305 Bayshore Rd. Breakwater Plaza Unit 11, North Cape May, NJ 08204. PA, NY, MD, NC, NJ.

OCM is an Investment Advisor firm composed of financial advisors who specialize in comprehensive planning. Each financial advisor carries a Series 65 license, permitting them to manage assets for their clients. Because of their license, they are mandated to act with prudence and client trust underneath the highest standards applicable to financial and compliance laws.

Although permitted to manage assets for clients, each Investment Advisor Representative of our firm focuses on planning. We utilize engagements in all domains financial planning: including retirement, investment, estate/legacy, business ownership, portfolio risk management comprehensive insurance and tax evaluation planning.

Although investment strategies and management can be delegated to other professional money managers. OCM actively manages with discretion our proprietary options trading program. 

Our comprehensive plan framework was designed by CEO John Oxley upon discovering the disadvantages many clients faced when involved with single/multi-purpose brokers. 

Our firm has a 3-Year training system composed of the following:

  1. Series 65 Licensing [Complete Client Acquisition System]
    2. Prime Training [Client Communication System]
    3. Productivity Training [Task & time management]
    4. Advanced Plan Design [Presentation Techniques]
    5. Event Presentation and Follow-Up Training.

What we need from you:

 - Experience

  • Bachelor’s degree.

Attributes:
1. Integrity.
2. Motivation.
3. Vision.
4. Collaboration.
5. Emotional Intelligence.
6. Communication skills.
7. Must be Coachable
8. Drive.

Perks:
1. Sponsored training and licensing.

Job Function:

  • Financial Services

Location:

  • Nationwide United States

Base: Cape May, New Jersey United States

Compensation Type:

  • Internships 
  • Compensation Based on Experience/ Bonuses 
  • Independent Fee Based