Wealth Manager

Blue Ocean Wealth Solutions LLC A MassMutual Firm East Hills Long Island New York

Blue Ocean Wealth Solutions LLC is a MassMutual firm dedicated to delivering innovative client-centric financial strategies tailored to each clients unique goals. We believe lasting success is built through long-term relationships thoughtful planning and a holistic approach to wealth management. Our experienced team is committed to providing exceptional service and insightful guidance in an ever-evolving financial landscape.

We are currently seeking a Wealth Management Advisor to join our growing team. This role is ideal for a motivated professional with a strong foundation in financial planning investment management insurance solutions and client relationship management. As a Wealth Management Advisor you will play a key role in helping clients build preserve and transition wealth while collaborating with internal partners to deliver comprehensive financial solutions.

Our open-architecture investment platform is designed to preserve advisor independence while offering a broad range of solutionsempowering you to deliver objective personalized advice. You will also have access to robust support teams resources and infrastructure to help optimize your practice and grow your business. MML Investors Services LLC serves as the Broker-Dealer.

Key Responsibilities

• Build and maintain long-term client relationships by developing a deep understanding of clients financial goals risk tolerance and investment preferences.
• Perform comprehensive financial analyses to assess clients current financial positions and identify opportunities for growth and optimization.
• Design and implement customized financial plans and investment strategies aligned with each clients objectives time horizon and risk profile.
• Recommend appropriate investment solutionsincluding equities fixed income mutual funds and alternative investmentssupported by market research and analysis.
• Monitor and manage client portfolios making proactive and strategic adjustments based on market conditions and changing client needs.
• Provide ongoing financial guidance and proactive wealth management advice to help clients make informed and confident financial decisions.
• Collaborate with internal and external partners including tax professionals estate planners and legal advisors to deliver integrated holistic solutions.
• Contribute to the firms growth by helping clients achieve long-term financial success through disciplined planning and investment management.
• Stay current on market trends economic developments and regulatory changes to ensure advice remains relevant and compliant.

Required Skills Qualifications & Compensation

Qualifications

• Bachelors degree in Finance Economics Business Administration or a related field.
• Required: Active Series 7 Series 66 and New York Life Accident & Health licenses.
• CFP designation preferred.
• Minimum of 3 years of experience in wealth management or financial services with demonstrated experience in financial planning and portfolio management.
• Strong knowledge of financial markets investment products and wealth management strategies.
• Proficiency with financial planning and portfolio management tools CRM systems and Microsoft Office. Experience with RightCapital MoneyGuidePro and Wealthscape is a plus.

Skills

• Exceptional interpersonal skills with the ability to establish trust and long-term client relationships.
• Strong analytical and problem-solving abilities with sound judgment and a results-oriented mindset.
• Excellent verbal and written communication skills including the ability to clearly explain complex financial concepts.
• Commitment to integrity ethical standards and strict adherence to regulatory and compliance requirements.

Compensation

• Competitive commission structure allowances and performance-based bonuses.
• Potential eligibility for a forgivable loan as a transition bonus for advisors bringing an existing book of business.
• Average first-year expected commissions: approximately $100000$200000 based on 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.