Financial Advisor

Blue Ocean Wealth Solutions; Village of Roslyn (NY); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

Competitive compensation structure

Comprehensive benefits package

Mentorship with Senior Financial Executive

Executive Training Program

Job summary

A financial services firm located in East Hills, New York, is seeking a passionate Financial Advisor to build long-lasting client relationships and deliver personalized financial guidance. Responsibilities include developing tailored recommendations, analyzing portfolios, and providing strategic advice. The position offers a competitive compensation structure with first-year earnings potential of $100,000–$200,000 along with comprehensive benefits and mentorship opportunities.

Qualifications

• Strong communication and relationship-building skills are essential.
• A bachelor’s degree is preferred or comparable experience in financial services.
• Goal-driven mindset with success in sales or business development.

Responsibilities

• Develop and nurture trusted client relationships.
• Deliver tailored financial recommendations.
• Review and analyze client portfolios regularly.
• Provide informed guidance on industry developments.
• Partner with specialists to create integrated solutions.
• Lead clients through the discovery and account setup process.
• Serve as a point of contact for client inquiries.
• Grow book of business through referrals and networking.

Skills

Strong communication and relationship-building skills

Goal-driven mindset

Ability to work autonomously

Education

Bachelor’s degree preferred

Job description

Overview

Position Overview Blue Ocean Wealth Solutions, LLC empowers individuals and families to reach meaningful financial milestones through a holistic, client-first planning model. Our firm delivers comprehensive solutions across Insurance, Investments, Retirement Planning, Employee Benefits, and Property & Casualty strategies. We are seeking a Financial Advisor who is passionate about building long-term client relationships and delivering thoughtful, customized financial guidance. This role is based in our East Hills, Long Island, New York office. Blue Ocean Wealth Solutions has been recognized as a Top Long Island Workplace from 2018–2025 by Schneps Long Island/Long Island Press.

Key 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

Qualifications

• Strong communication and relationship-building skills
• Bachelor’s degree preferred, or comparable experience within the financial services industry
• Goal-driven mindset with demonstrated success in sales or business development
• Ability to work autonomously while contributing effectively within a collaborative team environment

Why Join Blue Ocean Wealth Solutions, LLC

• Competitive compensation structure including commissions, allowances, and performance-based bonuses
• Estimated first-year earning potential of $100,000–$200,000
• 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
• Modern, technology-driven office environment with a strong team-oriented culture
• 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
• Ability to offer non-proprietary insurance solutions through third-party partnerships
• 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

Visit our website at www.blueocean.us.com

We are an Equal Opportunity Employer.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time.

Property and Casualty is offered through Blue Ocean Protection Solutions, LLC. To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. The average expected first year earnings range is an approximate figure based on historical performance. 401 (k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.