A Career with Blue Ocean Wealth Solutions

Our Mission is Simple. . .

We help change people’s lives.

Blue Ocean Wealth Solutions is dedicated to providing trusted financial guidance in an ever changing world through our diverse, family-oriented culture that is at the heart of our organization. Our infrastructure of professionals, specializing in areas such as Advanced Markets, Marketing, Operations, Training and Investment Strategies, all work towards the goal of empowering our financial advisors so they are able to provide the very best in service and solutions to their clients.

A career with us means you’ll help clients protect what matters most. It also means you’ll work alongside exceptional people with a wealth of knowledge and experience that will inspire you to reach your professional and personal goals. Our employees are at the foundation of our firm. We invite you to explore the possibilities by contacting us today regarding full time career opportunities, part time positions and our internship program. Click here to apply!

Jacqueline McDermott




Title: Financial Sales Advisor

Welcome to Blue Ocean Wealth Solutions, a state of the art premier financial services firm, where our family culture is focused on yours and we are passionate about serving our community the best way we know how, by changing people’s lives.  We are EXCITED to be looking for talented individuals who may be interested in joining our firm.

As a Financial Sales Advisor, you will be the driving face of our field force.  You will get an opportunity each day to impact the lives of individuals, families and business owners for the better.  You will help clients navigate challenges that many of them find complex and confusing.  This would include preparing for retirement, saving for college, Estate Planning, Insurance & Investment Consultation and other issues that can literally be life and death.  Helping clients with financial solutions can be the way you give back and pay it forward with your knowledge and expertise.

An ideal candidate would be someone who….

  1. is successful at building lasting relationships

  2. has an entrepreneurial mindset

  3. is looking to build a career (not just a job)

  4. has the passion and thirst for knowledge and helping people

  5. is self-motivated, hard- working and determined to see the project through

Why join the Blue Ocean Wealth Solutions team as an Independent Contractor?  We offer . . .

  1. Time Management: As an Independent Contractor you will have the ability to control and direct your work and schedule

  2. Personalized Training- Holistic training program geared towards all levels of knowledge

  3. Solid Compensation –Financing Subsidy  and uncapped commission + bonuses

  4. Financial Wellness -Pension Plan, Thrift/401K Plan

  5. Unlimited Growth - various leadership career paths available depending on experience

  6. Technology- We have invested millions of dollars in our technology infrastructure to make even the most tech savvy person excited about working  with us

  7. Diversity & Inclusion -We have teams representing the Asian Indian, Hispanic, Korean, African American, Chinese, LGBT communities and other

  8. Marketing- Personal customized plan specific to your market with assistance in lead generation.

  9. Products-Open architecture of products and services to offer your clients

  10. Management Team- With over 100 years of experience in the business, the team is available to train, consult, coach and help you elevate your expertise and knowledge

Please submit your resume for review to Jacqueline McDermott, Firm Talent Acquisition Director at jacquelinemcdermott@blueocean.us.com