Wealth Advisor: Client-First Planning & Growth

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

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.