Client-First Financial Services Associate

Blue Ocean Wealth Solutions; Greenvale (NY); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

Competitive compensation structure

Comprehensive benefits package

Mentorship and training programs

Modern office environment

Job summary

A financial services firm located in Greenvale seeks a motivated Financial Services Team Associate to support client relationships and deliver personalized guidance. Responsibilities include building client trust through needs assessments and providing customized financial recommendations. Ideal candidates will have strong interpersonal skills and a bachelor's degree or equivalent experience. The position offers a competitive compensation structure with estimated first-year earnings of $100,000 to $200,000 along with a comprehensive benefits package.

Qualifications

• Strong interpersonal, communication, and relationship-building skills.
• Bachelor’s degree preferred or equivalent experience in the financial services industry.
• Goal-oriented mindset with an interest in sales or business development.

Responsibilities

• Build and maintain trusted client relationships through needs assessments.
• Deliver customized financial recommendations based on client needs.
• Participate in ongoing portfolio reviews to ensure alignment with client goals.
• Stay informed on industry trends to provide timely client guidance.
• Collaborate with internal specialists to deliver integrated solutions.

Skills

Interpersonal skills

Communication skills

Relationship-building

Education

Bachelor’s degree or equivalent experience

Job description

A financial services firm located in Greenvale seeks a motivated Financial Services Team Associate to support client relationships and deliver personalized guidance. Responsibilities include building client trust through needs assessments and providing customized financial recommendations. Ideal candidates will have strong interpersonal skills and a bachelor's degree or equivalent experience. The position offers a competitive compensation structure with estimated first-year earnings of $100,000 to $200,000 along with a comprehensive benefits package.