Wealth Management Advisor

Blue Ocean Wealth Solutions, LLC- A MassMutual Firm; New York (NY); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

Competitive commission structure

Performance-based bonuses

Forgivable transition loan

Job summary

Blue Ocean Wealth Solutions, LLC – A MassMutual Firm in East Hills, Long Island, NY, seeks a Wealth Management Advisor to help clients build, preserve, and transition wealth. You will design personalized financial plans, recommend diversified investments, and collaborate with tax and estate professionals to deliver integrated solutions.

The role emphasizes client relationships, rigorous financial analyses, and ongoing guidance to navigate market changes while maintaining compliance and top-tier

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Active Series 7, Series 66, and New York Life, Accident & Health licenses.
• CFP designation preferred.
• Minimum of 3 years in wealth management or financial services, with demonstrated experience in financial planning and portfolio management.
• Strong knowledge of financial markets, investment products, and wealth management strategies.
• Proficiency with financial planning and portfolio management tools, CRM systems, and Microsoft Office. Experience with RightCapital, MoneyGuidePro, and Wealthscape is a plus.

Responsibilities

• Build and maintain long-term client relationships by developing a deep understanding of clients’ financial goals, risk tolerance, and investment preferences.
• Perform comprehensive financial analyses to assess clients’ current financial positions and identify opportunities for growth and optimization.
• Design and implement customized financial plans and investment strategies aligned with each client’s objectives, time horizon, and risk profile.
• Recommend appropriate investment solutions—including equities, fixed income, mutual funds, and alternative investments—supported by market research and analysis.
• Monitor and manage client portfolios, making proactive and strategic adjustments based on market conditions and changing client needs.
• Provide ongoing financial guidance and proactive wealth management advice to help clients make informed and confident financial decisions.
• Collaborate with internal and external partners, including tax professionals, estate planners, and legal advisors, to deliver integrated, holistic solutions.
• Contribute to the firm’s growth by helping clients achieve long‑term financial success through disciplined planning and investment management.
• Stay current on market trends, economic developments, and regulatory changes to ensure advice remains relevant and compliant.

Skills

Interpersonal skills

Analytical thinking

Communication skills

Integrity & ethics

Education

Bachelor’s degree in Finance, Economics, Business Admin, or related field

Tools

CRM systems

Microsoft Office

RightCapital

MoneyGuidePro

Wealthscape

Job description

Blue Ocean Wealth Solutions, LLC – A MassMutual Firm
East Hills, Long Island, New York

Blue Ocean Wealth Solutions, LLC, a MassMutual firm, is dedicated to providing innovative, client-focused financial strategies designed around each client’s unique goals and needs. We believe lasting success comes from building strong, long-term relationships, thoughtful planning, and taking a comprehensive approach to wealth management. Our experienced team delivers personalized guidance and exceptional service to help clients navigate an ever-changing financial landscape with confidence.

We are currently seeking a Wealth Management Advisor to join our growing team. This role is ideal for a motivated professional with a strong foundation in financial planning, investment management, insurance solutions, and client relationship management. As a Wealth Management Advisor, you will play a key role in helping clients build, preserve, and transition wealth while collaborating with internal partners to deliver comprehensive financial solutions.

Our open-architecture investment platform is designed to preserve advisor independence while offering a broad range of solutions—empowering you to deliver objective, personalized advice. You will also have access to robust support teams, resources, and infrastructure to help optimize your practice and grow your business. MML Investors Services, LLC serves as the Broker-Dealer.

Key Responsibilities

• Build and maintain long-term client relationships by developing a deep understanding of clients’ financial goals, risk tolerance, and investment preferences.


• Perform comprehensive financial analyses to assess clients’ current financial positions and identify opportunities for growth and optimization.


• Design and implement customized financial plans and investment strategies aligned with each client’s objectives, time horizon, and risk profile.


• Recommend appropriate investment solutions—including equities, fixed income, mutual funds, and alternative investments—supported by market research and analysis.


• Monitor and manage client portfolios, making proactive and strategic adjustments based on market conditions and changing client needs.


• Provide ongoing financial guidance and proactive wealth management advice to help clients make informed and confident financial decisions.


• Collaborate with internal and external partners, including tax professionals, estate planners, and legal advisors, to deliver integrated, holistic solutions.


• Contribute to the firm’s growth by helping clients achieve long‑term financial success through disciplined planning and investment management.


• Stay current on market trends, economic developments, and regulatory changes to ensure advice remains relevant and compliant.

Required Skills, Qualifications & Compensation

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.


• Required: Active Series 7, Series 66, and New York Life, Accident & Health licenses.


• CFP® designation preferred.


• Minimum of 3 years of experience in wealth management or financial services, with demonstrated experience in financial planning and portfolio management.


• Strong knowledge of financial markets, investment products, and wealth management strategies.


• Proficiency with financial planning and portfolio management tools, CRM systems, and Microsoft Office. Experience with RightCapital, MoneyGuidePro, and Wealthscape is a plus.

Skills

• Exceptional interpersonal skills with the ability to establish trust and long‑term client relationships.


• Strong analytical and problem‑solving abilities with sound judgment and a results‑oriented mindset.


• Excellent verbal and written communication skills, including the ability to clearly explain complex financial concepts.


• Commitment to integrity, ethical standards, and strict adherence to regulatory and compliance requirements.

Compensation

• Competitive commission structure, allowances, and performance‑based bonuses.


• Potential eligibility for a forgivable loan as a transition bonus for advisors bringing an existing book of business.


• Average first‑year expected commissions: approximately $100,000–$200,000, based on performance.
  

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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. To do Fee-Based Financial Planning or offer any type of investment and insurance products or advice you must be properly licensed and registered with MassMutual Life Investors Services, Inc. Securities, investment advisory, and financial planning services offered through qualified representatives of MML Investors Services, LLC, a registered investment adviser and broker/dealer (Member FINRA and SIPC and MassMutual subsidiary, 1295 State St, Springfield, MA 01111. The average expected first year earnings range is an approximate figure based on historical performance. Wealth Management Advisors are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.