Wealth Management Advisor

Blue Ocean Wealth Solutions, LLC - A Mass Mutual Firm

East Hills, Long Island, New York

Blue Ocean Wealth Solutions, LLC, a Mass Mutual 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.

MML Investors Services, LLC serves as the Broker-Dealer.

• 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.

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Preferred:
  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 Right Capital, Money Guide Pro , and Wealthscape is a plus.

• 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.

• 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…