Teams at Blue Ocean Wealth Solutions, LLC

Manage front-desk operations, office readiness, meeting rooms, mail and shipping, administrative records, supplies, facility needs, and recurring financial-services documentation. Maintain spreadsheets, process checks and payments, coordinate office updates, monitor inventory, and communicate maintenance or work-order needs. The role requires strong communication, organization, independence, professionalism, and proficiency with Microsoft Office.

Build and grow a regional book of business by prospecting clients and delivering personalized financial planning, retirement, investment, insurance, risk management, and wealth management solutions. Analyze client assets, liabilities, and risk profiles; develop long-term strategies; manage relationships; and pursue licensing through company-sponsored training and support.

Advise clients on financial goals and risk tolerance, recommend insurance, investments, and retirement solutions, conduct portfolio reviews, handle account openings and paperwork, provide ongoing client support, and actively prospect to generate new business while collaborating with internal specialists.