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