Financial Services Advisor

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

10d•$100,000 - $200,000•Onsite

About The Position

Blue Ocean Wealth Solutions is seeking a driven Financial Advisor 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. You may be a Great Fit if you are: Driven Sales & Career Pivoters: You have a strong track record in client-facing sales or are an ambitious professional ready to transition into running your own business practice. Industry Veterans Seeking Upside: You bring background experience from banking, insurance sales, investment services, or corporate business development and want uncapped growth. Natural Network Builders: You excel at local community engagement, proactive cold prospecting, pipeline generation, and establishing meaningful, lasting relationships.

Requirements

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

Nice To Haves

Bachelor’s degree is preferred, or experience in a similar role in the financial services industry
Active FINRA Series 7, Series 66 (or 65), SIE, and/or State Life, Accident, & Health Insurance licenses are great to have, but not a requirement, as we provide sponsorship to candidates who meet qualifications.
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.