Financial Services Executive

About Us:

Are you an ambitious professional looking to accelerate your career with a premier financial service company? Blue Ocean Wealth Solutions, LLC, empowers individuals and families to reach meaningful financial milestones through a holistic, client-first planning model. Our firm delivers comprehensive solutions across Insurance, Investments, Retirement Planning, Employee Benefits, and Property & Casualty* strategies.

We are seeking a Financial Advisor who is passionate about financial planning, building long-term client relationships, and delivering thoughtful, customized life financial planning guidance. This role is based on-site in our East Hills, Long Island, New York office. Blue Ocean Wealth Solutions has been proudly recognized as a Top Long Island Workplace from 2018 to 2025 by Schneps Long Island/Long Island Press.

Responsibilities:

• Client Relationship Management: Develop and nurture trusted client relationships through detailed needs assessments. Identifying financial priorities, objectives, and risk profiles through detailed need assessments.
• Customized Solutions: Deliver tailored recommendations in finance and wealth management, including investment strategies, retirement planning, insurance planning, and fee-based financial plans, and wealth management services.
• Team Collaboration: Partner with our in-house Financial Planning Team** and internal specialists to create integrated, multi-generational wealth solutions.
• Portfolio Analysis: Review and analyze client portfolios on an ongoing basis to ensure alignment with evolving goals and market conditions.
• Market Monitoring: Track industry developments, regulatory updates, and market trends to provide informed, timely guidance.
• Business Development: Proactively grow your book of business through referrals, networking, and strategic prospecting initiatives.
• Onboarding Support: Lead clients through the discovery process, account setup, and required documentation.

Requirements:

• Communication: Strong interpersonal and relationship-building skills.
• Drive: Goal-driven mindset with demonstrated success in sales or business development.
• Work Style: Ability to work autonomously while contributing effectively within a collaborative team environment.

Bonus Points:

• Series 7 License.

Perks:

• • High Earning Potential: Competitive compensation structure including commissions, allowances, and bonuses with an estimated first-year earning potential of $100,000–$200,000*.
  • Full Benefits Package: Medical, dental, vision, HSA, FSA, and a 401(k) with company match****.
  • 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 high-performance culture that pairs uncapped earning potential with deeply fulfilling client impact.

Visit our website at www.blueocean.us.com to learn more about our culture of excellence in finance and wealth management.

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We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time.

Disclaimers:

*Property and Casualty is offered through Blue Ocean Protection Solutions, LLC.

**To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed.

***The average expected first-year earnings range is an approximate figure based on historical performance.

****401(k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or affiliated General Agents.