Financial Advisor

Blue Ocean Wealth Solutions- A MassMutual Firm

Job Location:

Roslyn, NY - USA

Yearly Salary: $ 100000 - 200000

Posted on: 11 hours ago

Vacancies: 1 Vacancy

Department:

Finance

Job Summary

Job Description

Position Overview

Blue Ocean Wealth Solutions LLC empowers individuals and families to reach meaningful financial milestones through a holistic client-first planning model. Our firm delivers comprehensive solutions across Insurance Investments Retirement Planning Employee Benefits and Property & Casualty* strategies.

We are seeking a Financial Advisor who is passionate about building long-term client relationships and delivering thoughtful customized financial guidance. This role is based in our East Hills Long Island New York office. Blue Ocean Wealth Solutions has been recognized as a Top Long Island Workplace from by Schneps Long Island/Long Island Press.

Key Responsibilities

Develop and nurture trusted client relationships by identifying financial priorities objectives and risk profiles through detailed needs assessments
Deliver tailored financial recommendations including investment strategies retirement solutions insurance planning fee-based financial plans and wealth management services with support from our in-house Financial Planning Team**
Review and analyze client portfolios on an ongoing basis to ensure alignment with evolving goals and market conditions
Monitor industry developments regulatory updates and market trends to provide informed timely guidance
Partner with internal specialists including investment leadership and insurance professionals to create integrated financial solutions
Lead clients through the discovery process account setup and required documentation
Serve as a primary point of contact for client questions regarding account activity performance and general financial matters
Proactively grow your book of business through referrals networking and strategic prospecting initiatives

Qualifications

Strong communication and relationship-building skills
Bachelors degree preferred or comparable experience within the financial services industry
Goal-driven mindset with demonstrated success in sales or business development
Ability to work autonomously while contributing effectively within a collaborative team environment

Why Join Blue Ocean Wealth Solutions LLC

Competitive compensation structure including commissions allowances and performance-based bonuses
Estimated first-year earning potential of $100000$200000*
Comprehensive benefits package including medical dental vision HSA FSA and a 401(k) with company match****
Mentorship and partnership with a Senior Financial Executive including access to established client relationships and lead-generation programs
Modern technology-driven office environment with a strong team-oriented culture
Support to obtain Life Accident & Health insurance licenses as well as Series 7 and Series 66 registrations
Weekly on-site Series 7 study group and exam preparation support
Ability to offer non-proprietary insurance solutions through third-party partnerships
Hands-on support from a locally based Executive Leadership Team
Structured six-month Executive Training Program with continued personalized professional development
Eligibility to participate in firm-wide awards recognition and incentive programs

Visit our website at

#LI-BOWS1

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. We are unable to sponsor or take over a sponsorship of an employment visa at this time.

*Property and Casualty is offered through Blue Ocean Protection Solutions LLC. **To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. ***The average expected first year earnings range is an approximate figure based on historical performance. **** 401 (k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual its subsidiaries or of General Agents with whom they

Required Experience:

Unclear Seniority

Job Description Position OverviewBlue Ocean Wealth Solutions LLC empowers individuals and families to reach meaningful financial milestones through a holistic client-first planning model. Our firm delivers comprehensive solutions across Insurance Investments Retirement Planning Employee...