Job title: Wealth Management Advisor
Blue Ocean Wealth Solutions, LLC a MassMutual Firm
Blue Ocean Wealth Solutions, LLC is seeking an experienced and knowledgeable Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will play a vital role in providing comprehensive financial planning and investment advisory services to our clients. You will work closely with individuals and families to understand their financial goals, develop tailored wealth management strategies, and provide ongoing guidance to help them achieve their goals. This position requires a deep understanding of investment products, and financial markets, and a commitment to delivering exceptional client service.
Responsibilities:
- Build a clientele and maintain a strong relationship with clients. Understand their goals, risk tolerance and unique circumstances.
- Conduct comprehensive financial analysis and gather relevant client information to develop personalized wealth management strategies.
- Provide advice on investment options, asset allocation, retirement planning and other areas of wealth management.
- Monitor and review clients’ investment portfolio, performance, and market trends, making adjustments as needed to ensure alignment with clients’ objectives.
- Collaborate with internal teams to deliver holistic wealth management solutions to clients.
- Actively manage client relationships, providing ongoing support, addressing inquiries, and proactively identifying opportunities to enhance client satisfaction.
- Conduct regular client reviews and meetings to assess progress toward financial goals, discuss changes in circumstances, and adjust as necessary.
- Actively prospect and generate new business opportunities through referrals, networking, and other business development strategies.
- Stay compliant with industry regulations, ethical standards, and company policies.
Qualifications:
- Bachelors’ degree or experience in the Financial Services Industry. Advanced degrees or relevant certifications, such as Series 7, 6, 63 or 66, CFP are highly desirable.
- Must be willing to obtain the Life & Accident and Health License, Series 7 & 66
- Deep knowledge of investment products and financial markets.
- Results-driven with a track record of meeting or exceeding sales targets.
- Strong problem-solving abilities with attention to detail.
- Proactive and self-motivated with ability to work independently and as part of a team.
- Ability to adapt to a fast-paced environment.
What makes Blue Ocean Wealth Solutions, LLC Unique:
- Commission, Allowances, and Bonuses
- Approximate expected first year earnings range from $90k to $130k*
- Health Insurance, Health Savings Account, Flexible Spending Account, Dental Insurance, Vision Insurance, 401 (k) & Match **
- Blue Ocean Wealth Solutions, LLC will place you with a Sr. Financial Executive to share lead generation programs and existing client relationships
- State of the Art office with modern technology capabilities and teamwork culture
- On-site Firm weekly Series 7 training Study Group
- Internal localized Support from Firm Director of Investments
- We offer Training and Support for those who wish to do Fee-Based Holistic Financial Planning***.
- Executive Training Program and personalized development thereafter
- Participate in Blue Ocean Wealth Solutions, LLC Awards and Recognition Programs
Visit our website at www.blueocean.us.com for further information.
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.
*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 $88kFYC. ***To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. Eligibility applies only to those Wealth Management Advisor/Financial Services Professionals 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 contract.
Job Type: Full-time
Pay: $90,000.00 - $130,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Vision insurance
Physical Setting:
Experience:
- Financial concepts: 1 year (Preferred)
License/Certification:
- Life and Health, Series 7 & Series 66 license (Preferred)
Ability to Commute:
- Greenvale, NY 11548 (Required)
Work Location: In person
