Wealth Management Advisor: Clients & Portfolios
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Location: New York
Blue Ocean Wealth Solutions, LLC – A Mass Mutual 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
The Wealth Management Advisor:
Grow Clients & Portfolios position in the Finance, Sales field is open for applications.
Learn more about the Wealth Management Advisor:
Grow Clients & Portfolios role in the description above.
We appreciate your interest in this position.
Join Blue Ocean Wealth Solutions, LLC- A Mass Mutual Firm and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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