Financial Services Representative

Blue Ocean Wealth Solutions, LLC- A MassMutual Firm; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health Insurance

401(k) & Match

Commission, Allowances, and Bonuses

Flexible Spending Account

Job summary

Blue Ocean Wealth Solutions, LLC, based in New York, is seeking a Financial Services Representative to provide tailored financial advice to clients. In this role, you will build strong relationships, assess client financial goals, and collaborate with internal teams to offer customized solutions. Requirements include excellent interpersonal skills and preferably a degree in finance or relevant experience. The expected earnings range from $90k to $130k, with additional health and training benefits.

Qualifications

• Preferred Bachelor's degree or experience in financial services.
• Results-oriented with a proven sales track record.
• Ability to work independently and in teams.

Responsibilities

• Build and maintain strong client relationships through needs analysis.
• Provide personalized financial advice and guidance.
• Conduct portfolio reviews and ensure alignment with client objectives.
• Stay updated on industry trends and regulatory changes.
• Collaborate with internal teams for customized solutions.
• Guide clients through account opening and paperwork.
• Provide ongoing client support and address inquiries.
• Prospect and generate new business opportunities.

Skills

Excellent interpersonal skills

Independent work capability

Collaborative teamwork

Education

Bachelor’s degree in a relevant field

Job description

At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer‑centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty Planning. As a Financial Services Representative, you will work closely with clients to understand their financial goals, assess their needs, and recommend suitable solutions for their financial portfolios. This position is located in East Hills, Long Island, New York. We were awarded “Top Long Island Workplaces from 2018 to 2024” by Newsday/Dan’s Paper.

Financial Services Representative Responsibilities

• Build and maintain strong relationships with clients, understanding their financial goals, objectives, and risk tolerance by conducting a needs analysis
• Provide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, fee‑based financial planning and wealth management solutions. We have a Financial Planning Team in‑house to assist you
• Conduct portfolio reviews and analyses to ensure alignment with clients’ objectives and risk tolerance, making appropriate adjustments as needed
• Stay updated on industry trends, market conditions, and regulatory changes to provide clients with up‑to‑date and relevant information
• Collaborate with internal teams, such as the investment director and insurance specialists, to develop customized solutions
• Guide clients through a fact‑finding process, account opening, and assist with necessary paperwork and documentation
• Provide ongoing client support and address inquiries related to account activity, performance, and general financial matters
• Actively prospect and generate new business opportunities through referrals, networking, and other business development strategies

Financial Services Representative Qualifications

• Excellent interpersonal skills
• Bachelor’s degree is preferred, or experience in a similar role in the financial services industry
• Results‑orientated with a track record of achieving sales and business goals
• Ability to work independently and collaboratively in a team setting

What makes Blue Ocean Wealth Solutions, LLC Unique

• Commission, Allowances, and Bonuses
• Approximate expected first‑year earnings range from $90k to $130k
• Health Insurance, Health Savings Account, Flexible Spending Account, Dental Insurance, Vision Insurance, 401(k) & Match
• Blue Ocean Wealth Solutions, LLC will place you with a Sr. Financial Executive to share lead generation programs and existing client relationships
• State of the Art office with modern technology capabilities and teamwork culture
• Willing to obtain the Life & Accident and Health License and Series 7 & 66
• On‑site Firm Weekly Series 7 training Study Group
• Flexibility to offer non‑proprietary insurance through third‑party relationships
• Internal localized Support from the Executive Leadership Team
• Initial 6‑month Executive Training Program and personalized development thereafter
• Participate in Blue Ocean Wealth Solutions, LLC Awards, and Recognition Programs

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 classes in accordance with applicable federal, state, and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time.