Blue Ocean Wealth Solutions · 15 hours ago
Wealth Management Advisor
Greenvale, NY
Full-time
Onsite
Mid Level
$90K/yr - $150K/yr
3+ years expBlue Ocean Wealth Solutions, a MassMutual Firm located in East Hills, Long Island, New York, is dedicated to providing innovative financial solutions tailored to clients' unique needs. They are seeking a qualified Wealth Management Advisor to help clients build and preserve their wealth through comprehensive financial solutions and exceptional service.
AdviceFinancial ServicesRetirement
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
Qualification
Required
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
Preferred
CFP a plus
Knowledge of RightCapital, MoneyGuide Pro and Wealthscape a plus
Benefits
Competitive commission, allowances and bonuses.
Also, the potential of a forgivable loan as a transition bonus with incoming book of business.
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