Wealth Management Advisor

Blue Ocean Wealth Solutions LLC - A MassMutual Firm located in East Hills Long Island New York is dedicated to providing innovative financial solutions tailored to the unique needs of our clients. We believe in building lasting relationships and empowering our clients to achieve their financial goals through holistic wealth management strategies. Our team of experienced professionals is committed to delivering exceptional service and insightful advice in an ever-changing financial landscape.

We are seeking a qualified Wealth Management Advisor to join our talented team at Blue Ocean Wealth Solutions a MassMutual firm. The ideal candidate will have a strong background in financial planning investment management insurance and client relationship management. As a Wealth Management Advisor you will play a pivotal role in helping clients build and preserve their wealth while collaborating with our dedicated team to deliver comprehensive financial solutions. We offer an open architecture investment platform which is designed to preserve independence providing you with a breadth of solutions to give your clients the advice they need and deserve. By joining us youll have access to our services support teams and the resources you need to optimize your process. MML Investors Services LLC. is the Broker Dealer.

Wealth Management Advisor Responsibilities:

• Build and nurture long-term client relationships by gaining a deep understanding of their financial goals risk tolerance and investment preferences.

• Conduct comprehensive financial analyses to assess clients current situations and identify opportunities for growth and improvement.

• Develop customized financial plans and investment strategies aligned with each clients objectives time horizon and risk profile.

• Recommend suitable investment solutionsincluding equities fixed income mutual funds and alternative investmentsbased on thorough market research and analysis.

• Continuously monitor and evaluate client portfolios making strategic adjustments in response to market trends and evolving client needs.

• Provide ongoing financial guidance and proactive wealth management advice ensuring clients remain informed and confident in their financial decisions.

• Collaborate closely with internal partners including tax advisors estate planners and legal professionals to deliver integrated and holistic financial solutions.

• Contribute to the firms growth by helping clients achieve their financial goals through thoughtful planning and disciplined investment management.

• Stay informed on market developments economic shifts and regulatory updates to ensure clients receive current and relevant advice.

Required Skills Qualifications and Compensation:

• Bachelors degree in Finance Economics Business Administration or a related discipline.

• MUST have a valid Series 7 Series 66 and a NY Life & Accident and Health license. CFP a plus.

• Minimum of 3 years of experience in wealth management or financial services with a strong background in developing financial plans and managing investment portfolios.

• In-depth understanding of financial markets investment vehicles and wealth management strategies.

• Proficiency with financial analysis tools portfolio management platforms CRM systems and Microsoft Office Suite. Knowledge of RightCapital MoneyGuide Pro and Wealthscape a plus.

• Outstanding interpersonal skills with the ability to build lasting trust and meaningful relationships with clients.

• Strong analytical and problem-solving capabilities coupled with sound judgment and a results-driven mindset.

• Excellent verbal and written communication skills with the ability to clearly explain complex financial concepts to clients.

• Commitment to integrity ethical standards and full compliance with regulatory requirements and industry best practices.

• Competitive commission allowances and bonuses. Also the potential of a forgivable loan as a transition bonus with incoming book of business.

• Average first year expected commission is approximately $90000 to $150000 depending on your performance.

We are an Equal Opportunity Employer.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race color religion gender sexual orientation gender identity or expression national origin age disability genetic information marital status ancestry status as a protected veteran or any other protected classes in accordance with applicable federal state and local law. To do Fee-Based Financial Planning or offer any type of investment and insurance products or advice you must be properly licensed and registered with MassMutual Life Investors Services Inc. Securities investment advisory and financial planning services offered through qualified representatives of MML Investors Services LLC a registered investment adviser and broker/dealer (Member FINRA and SIPC and MassMutual subsidiary 1295 State St Springfield MA 01111. The average expected first year earnings range is an approximate figure based on historical performance. Wealth Management Advisors are independent contractors and are not employees of MassMutual its subsidiaries or of General Agents with whom they contract.