Blue Ocean Wealth Solutions, LLC empowers individuals and families to reach meaningful financial milestones through a holistic, client-first planning model. They are seeking a Financial Advisor who will develop and nurture client relationships while delivering customized financial guidance and tailored recommendations.
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
Skills
- Strong communication and relationship-building skills
- Goal-driven mindset with demonstrated success in sales or business development
- Ability to work autonomously while contributing effectively within a collaborative team environment
- Bachelor's degree preferred, or comparable experience within the financial services industry
Benefits
- 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
- 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
- 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
Company Overview
Blue Ocean Wealth Solutions offers investments, workplace benefits, financial, retirement, business and insurance planning services. It was founded in undefined, and is headquartered in Greenvale, New York, USA, with a workforce of 51-200 employees. Its website is https://www.blueocean.us.com/.
Apply Now