Wealth Management Advisor: Grow Clients & Portfolios

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 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