Financial services professional jobs in United States
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Blue Ocean Wealth Solutions · 1 day ago

Financial services professional

Blue Ocean Wealth Solutions, LLC is dedicated to empowering individuals to achieve lasting financial independence. They are seeking motivated professionals to join their team, offering comprehensive training, mentorship, and support to help individuals build a successful career in financial services.

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Responsibilities

Comprehensive training and ongoing mentorship
Licensing support for: Life & Health Insurance License, FINRA Series 7 and Series 66 Licenses
Access to advanced designations and continuing education opportunities
Marketing, technology, and administrative support to help you grow your business
Access to MassMutual’s industry-leading products, research, and resources
A clear path to entrepreneurship and leadership roles

Qualification

Life & Health Insurance LicenseFINRA Series 7 LicenseFINRA Series 66 LicenseLeadership experienceCoachableGoal-orientedTeamwork experience

Required

Motivated, purpose-driven individuals
Entrepreneurial and eager to take control of their financial future
Passionate about helping others achieve long-term financial security
Coachable, disciplined, and goal-oriented
Excited about building their own business with the full support of a leading firm
Comprehensive training and ongoing mentorship
Licensing support for: Life & Health Insurance License, FINRA Series 7 and Series 66 Licenses
Access to advanced designations and continuing education opportunities
Marketing, technology, and administrative support to help you grow your business
Access to MassMutual's industry-leading products, research, and resources
A clear path to entrepreneurship and leadership roles
Competitive compensation package including commissions, bonuses, and performance incentives
A collaborative, mission-driven culture that celebrates growth, integrity, and success

Preferred

Experienced in leadership, service, or teamwork — military veterans and individuals from service-oriented careers often find this role a natural and rewarding fit

Benefits

Comprehensive training and ongoing mentorship
Licensing support for: Life & Health Insurance License, FINRA Series 7 and Series 66 Licenses
Access to advanced designations and continuing education opportunities
Marketing, technology, and administrative support to help you grow your business
Access to MassMutual’s industry-leading products, research, and resources
A clear path to entrepreneurship and leadership roles
Competitive compensation package including commissions, bonuses, and performance incentives
A collaborative, mission-driven culture that celebrates growth, integrity, and success

Company

Blue Ocean Wealth Solutions

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Blue Ocean Wealth Solutions offers investments, workplace benefits, financial, retirement, business and insurance planning services.

Funding

Current Stage
Growth Stage

Leadership Team

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Frank Scalese
Chief Executive Officer
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Company data provided by crunchbase