Teams at Blue Ocean Wealth Solutions, LLC

Advise clients on comprehensive financial planning and portfolio management, design customized investment strategies, monitor portfolios, collaborate with tax and estate professionals, and grow client relationships and firm business.

Client-facing entry-level role supporting financial planning and wealth management: develop client relationships, assist with investment/retirement/insurance strategies, support onboarding and account servicing, collaborate with specialists, participate in reviews, and contribute to business growth through prospecting and community involvement.

Support client relationship development and service by conducting needs assessments, assisting with customized financial recommendations (investments, insurance, retirement), facilitating account setup and documentation, participating in portfolio reviews, responding to client inquiries, and helping grow the book of business through referrals and prospecting. Receive training, mentorship, and licensing support (Series 7/66, insurance) as part of a structured six-month program.