Blue Ocean Wealth Solutions · 1 day ago
Financial Advisor
Roslyn, NY
Full-time
Hybrid
New Grad, Entry Level
$100K/yr - $200K/yrBlue Ocean Wealth Solutions, LLC empowers individuals and families to reach meaningful financial milestones through a holistic, client-first planning model. They are seeking a Financial Advisor who will develop and nurture client relationships while delivering customized financial guidance and tailored recommendations.
AdviceFinancial ServicesRetirement
No H1B
Responsibilities
Develop and nurture trusted client relationships by identifying financial priorities, objectives, and risk profiles through detailed needs assessments
Deliver tailored financial recommendations, including investment strategies, retirement solutions, insurance planning, fee-based financial plans, and wealth management services, with support from our in-house Financial Planning Team
Review and analyze client portfolios on an ongoing basis to ensure alignment with evolving goals and market conditions
Monitor industry developments, regulatory updates, and market trends to provide informed, timely guidance
Partner with internal specialists, including investment leadership and insurance professionals, to create integrated financial solutions
Lead clients through the discovery process, account setup, and required documentation
Serve as a primary point of contact for client questions regarding account activity, performance, and general financial matters
Proactively grow your book of business through referrals, networking, and strategic prospecting initiatives
Qualification
Required
Strong communication and relationship-building skills
Goal-driven mindset with demonstrated success in sales or business development
Ability to work autonomously while contributing effectively within a collaborative team environment
Preferred
Bachelor's degree preferred, or comparable experience within the financial services industry
Benefits
Comprehensive benefits package including medical, dental, vision, HSA, FSA, and a 401(k) with company match
Mentorship and partnership with a Senior Financial Executive, including access to established client relationships and lead-generation programs
Support to obtain Life, Accident & Health insurance licenses, as well as Series 7 and Series 66 registrations
Weekly on-site Series 7 study group and exam preparation support
Hands-on support from a locally based Executive Leadership Team
Structured six-month Executive Training Program with continued personalized professional development
Eligibility to participate in firm-wide awards, recognition, and incentive programs
Company
Blue Ocean Wealth Solutions
Blue Ocean Wealth Solutions offers investments, workplace benefits, financial, retirement, business and insurance planning services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Frank Scalese
Chief Executive Officer
Company data provided by crunchbase