Wealth Management Advisor

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

7d•$90,000 - $150,000

About The Position

Blue Ocean Wealth Solutions, LLC - A MassMutual Firm located in East Hills, Long Island, New York is dedicated to providing innovative financial solutions tailored to the unique needs of our clients. We believe in building lasting relationships and empowering our clients to achieve their financial goals through holistic wealth management strategies. Our team of experienced professionals is committed to delivering exceptional service and insightful advice in an ever-changing financial landscape. We are seeking a qualified Wealth Management Advisor to join our talented team at Blue Ocean Wealth Solutions a MassMutual firm. The ideal candidate will have a strong background in financial planning, investment management, insurance and client relationship management. As a Wealth Management Advisor, you will play a pivotal role in helping clients build and preserve their wealth, while collaborating with our dedicated team to deliver comprehensive financial solutions. We offer an open architecture investment platform which is designed to preserve independence, providing you with a breadth of solutions to give your clients the advice they need and deserve. By joining us, you'll have access to our services, support teams, and the resources you need to optimize your process. MML Investors Services, LLC. is the Broker Dealer.

Requirements

Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline.
MUST have a valid Series 7, Series 66 and a NY Life & Accident and Health license.
Minimum of 3 years of experience in wealth management or financial services, with a strong background in developing financial plans and managing investment portfolios.
In-depth understanding of financial markets, investment vehicles, and wealth management strategies.
Proficiency with financial analysis tools, portfolio management platforms, CRM systems, and Microsoft Office Suite.
Outstanding interpersonal skills with the ability to build lasting trust and meaningful relationships with clients.
Strong analytical and problem-solving capabilities, coupled with sound judgment and a results-driven mindset.
Excellent verbal and written communication skills, with the ability to clearly explain complex financial concepts to clients.
Commitment to integrity, ethical standards, and full compliance with regulatory requirements and industry best practices.

Nice To Haves

CFP a plus.
Knowledge of RightCapital, MoneyGuide Pro and Wealthscape a plus.

Responsibilities

Build and nurture long-term client relationships by gaining a deep understanding of their financial goals, risk tolerance, and investment preferences.
Conduct comprehensive financial analyses to assess clients’ current situations and identify opportunities for growth and improvement.
Develop customized financial plans and investment strategies aligned with each client’s objectives, time horizon, and risk profile.
Recommend suitable investment solutions—including equities, fixed income, mutual funds, and alternative investments—based on thorough market research and analysis.
Continuously monitor and evaluate client portfolios, making strategic adjustments in response to market trends and evolving client needs.
Provide ongoing financial guidance and proactive wealth management advice, ensuring clients remain informed and confident in their financial decisions.
Collaborate closely with internal partners, including tax advisors, estate planners, and legal professionals, to deliver integrated and holistic financial solutions.
Contribute to the firm’s growth by helping clients achieve their financial goals through thoughtful planning and disciplined investment management.
Stay informed on market developments, economic shifts, and regulatory updates to ensure clients receive current and relevant advice.