Financial Services Team 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

Overview

Blue Ocean Wealth Solutions, LLC helps individuals and families achieve meaningful financial milestones through a holistic, client-first planning approach. Our firm delivers comprehensive strategies across Insurance, Investments, Retirement Planning, Employee Benefits, and Property & Casualty solutions.

We are seeking a motivated Financial Services Team Associate to support the development and servicing of long-term client relationships while delivering personalized, goals-based financial guidance. Blue Ocean Wealth Solutions has been recognized as a Top Long Island Workplace from 2018–2025 by Schneps Long Island / Long Island Press—reflecting our commitment to culture, professional growth, and client excellence.

This role is ideal for an individual looking to build a long-term career in financial services through hands-on training, mentorship, and collaboration with experienced financial professionals.

Responsibilities

• Build and maintain trusted client relationships by conducting in-depth needs assessments to identify financial priorities, objectives, and risk tolerance
• Assist in delivering customized financial recommendations, including investment strategies, retirement planning, insurance solutions, fee-based financial plans, and wealth management services, supported by our in-house Financial Planning Team
• Participate in ongoing portfolio reviews to help ensure alignment with client goals and changing market conditions
• Stay informed on industry trends, regulatory changes, and market developments to support timely, well-informed client guidance
• Collaborate with internal specialists, including investment leadership and insurance professionals, to help deliver integrated financial solutions
• Guide clients through the discovery process, account setup, and required documentation
• Serve as a primary point of contact for client inquiries related to account activity, performance, and general financial matters
• Support the growth of the team’s book of business through referrals, networking, and strategic prospecting initiatives

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, relationship management, or business development
• Ability to work independently while contributing effectively within a collaborative, team-based environment

Why Join Blue Ocean Wealth Solutions, LLC

• Competitive compensation structure including commissions, allowances, and performance-based bonuses
• Estimated first-year earning potential of $100,000–$200,000
• Comprehensive benefits package including medical, dental, vision, HSA, FSA, and a 401(k) with company match
• Dedicated mentorship and partnership with a Senior Financial Executive, including access to established client relationships and lead-generation programs
• Modern, technology-driven office environment with a strong, team-oriented culture
• Firm-sponsored support to obtain Life, Accident & Health insurance licenses, as well as Series 7 and Series 66 registrations
• Weekly on-site Series 7 study group and exam preparation support
• Ability to offer non-proprietary insurance solutions through third-party partnerships
• Hands-on guidance from a locally based Executive Leadership Team
• Structured six-month Executive Training Program with ongoing, personalized professional development
• Eligibility for firm-wide awards, recognition, and incentive programs

Learn more at www.blueocean.us.com

• Blue Ocean Wealth Solutions, LLC is an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, protected veteran status, or any other legally protected status. We are unable to sponsor or assume sponsorship of employment visas at this time.
• * Property & Casualty is offered through Blue Ocean Protection Solutions, LLC.
• ** Fee-based financial planning and investment or insurance advice require appropriate licensing.
• *** Estimated first-year earnings are based on historical performance and are not guaranteed.
• **** 401(k) match eligibility requires production over $85K FYC and applies only to Financial Services Representatives holding a full-time career contract with MassMutual. Benefits eligibility is subject to contract requirements and plan provisions, which may be modified or terminated. Financial Services Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or affiliated General Agents