Wealth Management Representative

Turn your investment Knowledge into Opportunity. Make an impact with your passion.

Are you ready to take control of your professional future, build a business of your own, and help clients achieve their financial goals?

At Blue Ocean Wealth Solutions, LLC, we offer more than a career opportunity. We provide the resources, professional guidance, technology, and leadership of an established firm to help motivated, entrepreneurial professionals build and grow a successful wealth management practice.

As a Wealth Management Representative, you will develop meaningful client relationships and deliver a comprehensive approach to financial planning, wealth accumulation, investment strategies, retirement planning, and asset protection. Your goal is to understand each client's financial objectives and help them develop strategies designed around their individual needs.

What You Will Do

· Build, grow and develop your own wealth management practice and client base with support from our team.

· Conduct financial discoveries and assess clients' short- and long-term financial objectives.

· Help clients develop strategies for wealth accumulation, investment planning, retirement, and asset protection, consistent with your licenses and qualifications.

· Build business through networking, referrals and maintain long-term client relationships through ongoing communication, reviews, and service.

· Collaborate with experienced advisors, financial planning professionals, specialists, and executive leadership.

The Blue Ocean Opportunity

· Performance-based commissions, allowances, and bonus opportunities.

· Approximate first-year earnings potential of $90,000–$130,000, based on historical performance; actual results vary.

· The opportunity to build long-term income through business growth and potential residual income.

· A supported independence model with access to a variety of curated investment options and the flexibility to build an advisory book of business as you see fit.

· An open-architecture environment with access to diverse investment solutions, including non-proprietary products through third-party relationships.

Training & Professional Development

· An initial six-month Executive Training Program with one-on-one mentorship.

· Personalized coaching, professional guidance, and continued development.

· Complimentary study materials for required licensing exams, including Life & Health, SIE, Series 7, and Series 66, along with collaborative study groups to support exam preparation.

Who We Are Looking For

· Entrepreneurial, self-motivated, and goal-oriented professionals who are coachable with a positive attitude.

· Strong communicators who enjoy building trusted relationships.

· Individuals driven by achievement, professional growth, and financial success.

· Sales, business development, financial services, investment, or wealth management experience preferred.

· Coachable, dependable, and committed to operating with honesty and integrity.

· Bachelor's degree preferred. Financial market knowledge a plus.

· Existing Life & Health, Series 6, 7, 63, or 66 licenses, or a Certified Financial Planning designation, are a plus.

· Willingness to obtain all required licenses and registrations is essential.

Compensation, Benefits & Work Environment

· Performance-based compensation, competitive grid rate structure and bonuses.

· Professional training and development opportunities.

· Comprehensive benefits package, including medical, dental, vision, and 401(k), subject to eligibility.

· A hybrid work opportunity which offers flexibility to manage your schedule and maintain a healthy work-life balance.

Build Your Business. Grow Your Expertise. Shape Your Future.

Equal Employment Opportunity

Blue Ocean Wealth Solutions, LLC is an Equal Opportunity Employer. We provide equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, veteran status, or any other status protected by applicable federal, state, or local law.

Important Disclosures: Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or the General Agents with whom they contract. Compensation is performance-based and not guaranteed. Earnings estimates are based on historical performance and do not guarantee future earnings. Investment, insurance, financial planning, and Property & Casualty activities require applicable licenses, registrations, and appointments. Benefits, including 401(k) matching, are subject to applicable contract, production, and eligibility requirements. Benefit plan provisions are subject to modification or termination. FSRWMJD