Teams at Blue Ocean Wealth Solutions, LLC

Build and manage a regional book of business by prospecting clients and providing personalized financial planning, investment, retirement, insurance, and wealth management recommendations. The advisor develops client relationships, assesses financial needs and risk profiles, optimizes portfolios, and generates business through networking and sales. The firm provides licensing sponsorship, training, mentorship, and lead-generation support. Compensation includes commissions, allowances, bonuses, and estimated first-year earnings of $100,000–$200,000.

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.

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.