Financial Advisor at Blue Ocean Wealth Solutions in Roslyn, NY

Summary: 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 is passionate about building long-term client relationships and delivering thoughtful, customized financial guidance. 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 Required Qualifications: - Strong communication and relationship-building skills - Bachelor's 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 Required Skills: Financial planning, Investment strategies, Retirement planning, Insurance planning, Wealth management, Client portfolio analysis, Sales, Business development, Life insurance license, Accident & Health insurance license, Series 7 registration, Series 66 registration, Relationship-building, Goal-driven mindset Benefits: Competitive compensation structure including commissions, allowances, and performance-based bonuses, 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, 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.