Build Your Business. Advise Your Clients. We provide training and support.
Are you a driven, competitive, and entrepreneurial professional looking for a career where you can build your own business while helping individuals, families, and business owners achieve their financial goals?
Blue Ocean Wealth Solutions, LLC, a MassMutual Firm, is seeking motivated professionals interested in Financial Advising, Financial Planning, Wealth Management, Insurance, Investments, and Retirement Planning.
You May Be a Great Fit If You Are:· A successful sales professional or career changer ready to build your own business or want a career in sales.
· An experienced Financial Advisor, Insurance, Investment, Banking, or Business Development professional looking for growth.
· A strong relationship builder who enjoys networking, prospecting, and creating opportunities.
What You’ll Do:· Build your own book of business and develop trusted client relationships.
· Understand client goals and provide financial guidance and solutions.
· Advise clients on investments, insurance, retirement planning, wealth management, and financial planning.
· Generate business through referrals, networking, prospecting, and community involvement.
Blue Ocean provides Independence Without Isolation.
· Training, coaching, and professional development
· Licenses needed: Series 7, Series 66, SIE and Life & Accident and Health preparation
· Financial planning and wealth management resources
· Modern technology and collaborative team environment
· Commission, allowances, and bonus opportunities
· Health, Dental, Vision, HSA, and 401(k)
· Approximately $90,000–$130,000 first-year earnings potential, based on production and individual performance
Blue Ocean gives you the opportunity to combine entrepreneurship with financial advising.
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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 class in accordance with applicable federal, state, and local law. We are unable to sponsor or take over sponsorship of an employment visa.
Important Disclosures: Property and Casualty is offered through Blue Ocean Protection Solutions, LLC. To provide fee-based financial planning or offer other investment/insurance advice, you must be properly licensed. The approximate first-year earnings range is based on historical performance. 401(k) match will be received only if production is over $88,000 FYC. Eligibility applies only to Financial Services Representatives /Wealth Management Advisors who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives/Wealth Management Advisors are independent contractors and are not employees of MassMutual, its subsidiaries, or General Agents with whom they contract.
Skills Required
- Excellent interpersonal skills
- Bachelor's degree or equivalent experience in a similar financial services role
- Results-oriented with a track record of achieving sales and business goals
- Ability to work independently and collaboratively in a team setting
- Willingness to obtain Life & Accident and Health license and Series 7 and 66
What We Do
Blue Ocean Wealth Solutions, LLC is a MassMutual firm dedicated to delivering innovative, client-centric financial strategies and holistic planning to help individuals, families, and business owners achieve their financial goals. The firm provides comprehensive solutions across insurance, investments, retirement planning, and employee benefits, focusing on long-term relationships and a personalized approach to wealth management.
