Financial Advisor Job Greenvale New York USA,Finance & Banking

Location: Greenvale

Blue Ocean Wealth Solutions is seeking a driven Financial Advisor to join our award-winning wealth management firm in Roslyn, NY
. Backed by Mass Mutual's 175-year legacy, this role offers an elite framework for entrepreneurial professionals to build a lucrative, independent book of business
. You will deliver comprehensive financial planning, retirement planning, risk management, and investment advisory solutions to individuals, families, and business owners across the region.

Job Description

About Us:

You may be a Great Fit if you are:

Driven Sales & Career Pivoters: You have a strong track record in client-facing sales or are an ambitious professional ready to transition into running your own business practice.
Industry Veterans Seeking Upside: You bring background experience from banking, insurance sales, investment services, or corporate business development and want uncapped growth.
Natural Network Builders: You excel at local community engagement, proactive cold prospecting, pipeline generation, and establishing meaningful, lasting relationships.

Responsibilities:

Client Acquisition: Prospect and scale a regional book of business and develop trusted client relationships.
Customized Solutions: Deliver tailored recommendations in finance and wealth management
, including investment strategies,
retirement planning
, insurance planning, fee-based financial plans, and wealth management services.
Financial Planning & Wealth Management: Analyze client assets, liabilities, and risk metrics to draft custom, long-term wealth strategies.
Portfolio & Asset Optimization: Advise clients on investments
, retirement accounts, mutual funds, and asset allocation strategies.
Risk Mitigation: Structure tailored life insurance, disability income, and long-term care solutions for local families and business owners.
Client Relationship Management: Develop and nurture trusted client relationships through detailed needs assessments. Identifying financial priorities, objectives, and risk profiles through detailed needs assessments.

Skills:

Excellent interpersonal and communication skills.

Bachelor’s degree is preferred, or experience in a similar role in the financial services industry

Ability to scale a book of business, network, proven track record in sales, with motivation to succeed.

Ability to work independently and collaboratively in a team setting.

Bonus Points:

Licensing Preferred Bonus: Active FINRA Series 7, Series 66 (or 65), SIE, and/or State Life, Accident, & Health Insurance licenses are great to have, but not a requirement, as we provide sponsorship to candidates who meet qualifications.
Experience: Proven track record in high-ticket sales, banking, insurance, relationship business development, portfolio management.

Perks:

Full Licensing Sponsorship: Unlicensed, highly qualified candidates are welcome. We provide dedicated study materials, structured prep programs, and sponsorship to help you successfully achieve all required FINRA and state credentials
.
High Earning Potential: Competitive compensation structure including commissions, allowances, and bonuses with an estimated first-year earning potential of $
100,000–$200,000*.
Mentorship: Direct partnership with a Senior Financial Executive, including access to established client relationships and lead-generation programs.
Licensing Support: Sponsorship and hands-on support to obtain Life, Accident & Health insurance licenses, as well as Series 7 and Series 66 registrations (includes a weekly on-site Series 7 study group).
Training & Development: Structured six-month Executive Training Program with continued personalized coaching from a locally based Executive Leadership Team.
Product Independence: Ability to offer non-proprietary insurance solutions through third-party partnerships.
Culture: Modern, technology-driven office environment with a strong team-oriented culture, firm-wide awards, and incentive programs.
We encourage motivated individuals to apply, seeking a rewarding career as a Financial Representative in a…