What are the responsibilities and job description for the Financial Services Professional position at Blue Ocean Wealth Solutions?
Company Description
Blue Ocean Wealth Solutions, a proud MassMutual Firm, leverages financial strength and local resources to deliver customized solutions to clients. Serving individuals, business owners, and employers, the firm specializes in insurance products, investment and wealth management, workplace benefits, and financial planning services, including retirement and estate planning. Guided by its mission to improve lives, the firm fosters a diverse and supportive, family-oriented culture. The Leadership Team prioritizes continuous training and support to ensure Financial Professionals have the resources to provide top-tier services. Blue Ocean is dedicated to helping clients and professionals alike achieve success.
Role Description
This is a full-time, on-site role for a Financial Services Professional based in East Hills, NY. Responsibilities include working closely with clients to provide personalized financial planning, advising on insurance products, crafting retirement and wealth management strategies, and guiding businesses on workplace benefit solutions. The role demands excellent communication skills and a client-focused approach to delivering comprehensive financial services.
Qualifications
- Exceptional Communication skills, including the ability to clearly present financial strategies and solutions
- Self-motivated and goal-oriented with the ability to build and maintain strong client relationships
- Bachelor's degree in Finance, Business, Economics, or a related field is preferred
- Relevant certifications such as CFP® or equivalent are a plus
- Authorization to work in the United States
- NY state Life and Health License
- Series 7/66 is a plus