Financial Advisor

Blue Ocean Wealth Solutions, LLC empowers individuals and families to reach meaningful financial milestones through a holistic, client-first planning model. They are seeking a Financial Advisor who will develop and nurture client relationships while delivering customized financial guidance and tailored recommendations.

Responsibilities

• Develop and nurture trusted client relationships by identifying financial priorities, objectives, and risk profiles through detailed needs assessments
• Deliver tailored financial recommendations, including investment strategies, retirement solutions, insurance planning, fee-based financial plans, and wealth management services, with support from our in-house Financial Planning Team
• Review and analyze client portfolios on an ongoing basis to ensure alignment with evolving goals and market conditions
• Monitor industry developments, regulatory updates, and market trends to provide informed, timely guidance
• Partner with internal specialists, including investment leadership and insurance professionals, to create integrated financial solutions
• Lead clients through the discovery process, account setup, and required documentation
• Serve as a primary point of contact for client questions regarding account activity, performance, and general financial matters
• Proactively grow your book of business through referrals, networking, and strategic prospecting initiatives

Skills

• Strong communication and relationship-building skills
• Goal-driven mindset with demonstrated success in sales or business development
• Ability to work autonomously while contributing effectively within a collaborative team environment
• Bachelor's degree preferred, or comparable experience within the financial services industry

Benefits

• Comprehensive benefits package including medical, dental, vision, HSA, FSA, and a 401(k) with company match
• Mentorship and partnership with a Senior Financial Executive, including access to established client relationships and lead-generation programs
• Support to obtain Life, Accident & Health insurance licenses, as well as Series 7 and Series 66 registrations
• Weekly on-site Series 7 study group and exam preparation support
• Hands-on support from a locally based Executive Leadership Team
• Structured six-month Executive Training Program with continued personalized professional development
• Eligibility to participate in firm-wide awards, recognition, and incentive programs

Company Overview