Wealth Management Advisor
2 days ago
We are seeking a qualified Wealth Management Advisor to join our talented team at Blue Ocean Wealth Solutions a MassMutual firm. The ideal candidate will have a strong background in financial planning, investment management, insurance and client relationship management. As a Wealth Management Advisor, you will play a pivotal role in helping clients build and preserve their wealth, while collaborating with our dedicated team to deliver comprehensive financial solutions. We offer an open architecture investment platform which is designed to preserve independence, providing you with a breadth of solutions to give your clients the advice they need and deserve. By joining us, you'll have access to our services, support teams, and the resources you need to optimize your process. MML Investors Services, LLC. is the Broker Dealer.
Wealth Management Advisor Responsibilities:
- Build and nurture long-term client relationships by gaining a deep understanding of their financial goals, risk tolerance, and investment preferences.
- Conduct comprehensive financial analyses to assess clients' current situations and identify opportunities for growth and improvement.
- Develop customized financial plans and investment strategies aligned with each client's objectives, time horizon, and risk profile.
- Recommend suitable investment solutions—including equities, fixed income, mutual funds, and alternative investments—based on thorough market research and analysis.
- Continuously monitor and evaluate client portfolios, making strategic adjustments in response to market trends and evolving client needs.
- Provide ongoing financial guidance and proactive wealth management advice, ensuring clients remain informed and confident in their financial decisions.
- Collaborate closely with internal partners, including tax advisors, estate planners, and legal professionals, to deliver integrated and holistic financial solutions.
- Contribute to the firm's growth by helping clients achieve their financial goals through thoughtful planning and disciplined investment management.
- Stay informed on market developments, economic shifts, and regulatory updates to ensure clients receive current and relevant advice.
Required Skills, Qualifications and Compensation:
- Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
- MUST have a valid Series 7, Series 66 and a NY Life & Accident and Health license. CFP a plus.
- Minimum of 3 years of experience in wealth management or financial services, with a strong background in developing financial plans and managing investment portfolios.
- In-depth understanding of financial markets, investment vehicles, and wealth management strategies.
- Proficiency with financial analysis tools, portfolio management platforms, CRM systems, and Microsoft Office Suite. Knowledge of RightCapital, MoneyGuide Pro and Wealthscape a plus.
- Outstanding interpersonal skills with the ability to build lasting trust and meaningful relationships with clients.
- Strong analytical and problem-solving capabilities, coupled with sound judgment and a results-driven mindset.
- Excellent verbal and written communication skills, with the ability to clearly explain complex financial concepts to clients.
- Commitment to integrity, ethical standards, and full compliance with regulatory requirements and industry best practices.
- Competitive commission, allowances and bonuses. Also, the potential of a forgivable loan as a transition bonus with incoming book of business.
- Average first year expected commission is approximately $90,000 to $150,000 depending on your performance.
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. To do Fee-Based Financial Planning or offer any type of investment and insurance products or advice you must be properly licensed and registered with MassMutual Life Investors Services, Inc. Securities, investment advisory, and financial planning services offered through qualified representatives of MML Investors Services, LLC, a registered investment adviser and broker/dealer (Member FINRA and SIPC and MassMutual subsidiary, 1295 State St, Springfield, MA The average expected first year earnings range is an approximate figure based on historical performance. Wealth Management Advisors are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.Flexible work from home options available.
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