Financial Services Advisor – Commission, Benefits, Growth

Blue Ocean Wealth Solutions, LLC- A MassMutual Firm; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health Insurance

401(k) & Match

Commission, Allowances, and Bonuses

Flexible Spending Account

Job summary

Blue Ocean Wealth Solutions, LLC, based in New York, is seeking a Financial Services Representative to provide tailored financial advice to clients. In this role, you will build strong relationships, assess client financial goals, and collaborate with internal teams to offer customized solutions. Requirements include excellent interpersonal skills and preferably a degree in finance or relevant experience. The expected earnings range from $90k to $130k, with additional health and training benefits.

Qualifications

• Preferred Bachelor's degree or experience in financial services.
• Results-oriented with a proven sales track record.
• Ability to work independently and in teams.

Responsibilities

• Build and maintain strong client relationships through needs analysis.
• Provide personalized financial advice and guidance.
• Conduct portfolio reviews and ensure alignment with client objectives.
• Stay updated on industry trends and regulatory changes.
• Collaborate with internal teams for customized solutions.
• Guide clients through account opening and paperwork.
• Provide ongoing client support and address inquiries.
• Prospect and generate new business opportunities.

Skills

Excellent interpersonal skills

Independent work capability

Collaborative teamwork

Education

Bachelor’s degree in a relevant field

Job description

Blue Ocean Wealth Solutions, LLC, based in New York, is seeking a Financial Services Representative to provide tailored financial advice to clients. In this role, you will build strong relationships, assess client financial goals, and collaborate with internal teams to offer customized solutions. Requirements include excellent interpersonal skills and preferably a degree in finance or relevant experience. The expected earnings range from $90k to $130k, with additional health and training benefits.