Financial Service Executive

Blue Ocean Wealth Solutions- A MassMutual Firm•Roslyn, NY

9d•Onsite

About The Position

Blue Ocean Wealth Solutions is seeking a driven Financial Service Executive to join our award-winning wealth management firm in Roslyn, NY. Backed by MassMutual's 175-year legacy, this role offers an elite framework for entrepreneurial professionals to build a lucrative, independent book of business. You will deliver comprehensive financial planning, retirement planning, risk management, and investment advisory solutions to individuals, families, and business owners across the region.

Requirements

Excellent interpersonal and communication skills.
Ability to scale a book of business, network, and a proven track record in sales, with motivation to succeed.
Ability to work independently and collaboratively in a team setting.

Nice To Haves

Active FINRA Series 7, Series 66 (or 65), SIE, and/or State Life, Accident, & Health Insurance licenses are great to have, but not required, as we sponsor qualified candidates.
Proven track record in high-ticket sales, banking, insurance, relationship business development, portfolio management.

Responsibilities

Prospect and scale a regional book of business and develop trusted client relationships.
Deliver tailored recommendations in finance and wealth management, including investment strategies, retirement planning, insurance planning, fee-based financial plans, and wealth management services.
Analyze client assets, liabilities, and risk metrics to draft custom, long-term wealth strategies.
Advise clients on investments, retirement accounts, mutual funds, and asset allocation strategies.
Structure tailored life insurance, disability income, and long-term care solutions for local families and business owners.
Develop and nurture trusted client relationships through detailed needs assessments.
Identifying financial priorities, objectives, and risk profiles through detailed needs assessments.