Wealth Management Advisor — Client Growth & Planning

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 loan transition bonus

Job summary

Blue Ocean Wealth Solutions, LLC – a MassMutual Firm – is seeking a Wealth Management Advisor to help clients build, preserve, and transition wealth while collaborating with internal partners to deliver integrated financial solutions. You will analyze financial positions, design tailored plans, and monitor portfolios to align with goals and risk tolerance.

This role requires strong relationship skills, a 3+ year track record, and licenses within 6 months.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Active Series 7, Series 66, and New York Life licenses required within 6 months.
• CFP designation preferred.
• Minimum 3 years of experience in wealth management or financial services.
• Strong knowledge of financial markets, investments, and wealth strategies.
• Proficiency with planning tools, CRM systems, and MS Office; RightCapital/MoneyGuidePro/Wealthscape a plus.

Responsibilities

• Build and maintain long-term client relationships by understanding goals and risk tolerance.
• Perform comprehensive financial analyses to assess positions and opportunities for growth.
• Design and implement customized financial plans and investment strategies.
• Recommend investment solutions and monitor portfolios with market-driven adjustments.
• Provide ongoing financial guidance and wealth management advice.
• Collaborate with tax professionals, estate planners, and attorneys to deliver holistic solutions.
• Stay current on market trends, regulatory changes, and ensure compliance.

Skills

Client relationships

Analytical skills

Communication skills

Integrity & compliance

Education

Bachelor’s degree in Finance/Econ/Business Admin

Series 7 & 66 licenses

New York Life license

CFP designation preferred

Tools

CRM systems

RightCapital

MoneyGuidePro

Wealthscape

Microsoft Office

Job description

Blue Ocean Wealth Solutions, LLC – a MassMutual Firm – is seeking a Wealth Management Advisor to help clients build, preserve, and transition wealth while collaborating with internal partners to deliver integrated financial solutions. You will analyze financial positions, design tailored plans, and monitor portfolios to align with goals and risk tolerance.

This role requires strong relationship skills, a 3+ year track record, and licenses within 6 months.