Financial Services Team Associate - Mentorship & Growth

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

Benefits offered by this job

Competitive compensation structure

Comprehensive benefits package

Mentorship with a Senior Financial Executive

Structured Executive Training Program

Firm-sponsored support for licenses

Job summary

Blue Ocean Wealth Solutions, LLC is seeking a motivated Financial Services Team Associate in Greenvale, NY. This role focuses on developing and servicing long-term client relationships and delivering personalized financial guidance across various areas, including investments and insurance. Ideal candidates should possess strong interpersonal skills, a degree or equivalent experience, and a goal-oriented mindset. The position offers competitive compensation with first-year earnings estimated between $100,000 and $200,000, along with comprehensive benefits and a structured mentorship program.

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 in a collaborative, team-based environment.

Responsibilities

• Build and maintain trusted client relationships through needs assessments.
• Assist in delivering customized financial recommendations.
• Participate in ongoing portfolio reviews for alignment with client goals.
• Stay informed on industry trends and regulatory changes.
• Collaborate with internal specialists for integrated financial solutions.
• Guide clients through account setup and inquiries.
• Support the growth of the team’s book of business through referrals.

Skills

Interpersonal skills

Communication skills

Relationship-building skills

Sales interest

Goal-oriented mindset

Education

Bachelor’s degree or equivalent experience

Job description

Blue Ocean Wealth Solutions, LLC is seeking a motivated Financial Services Team Associate in Greenvale, NY. This role focuses on developing and servicing long-term client relationships and delivering personalized financial guidance across various areas, including investments and insurance. Ideal candidates should possess strong interpersonal skills, a degree or equivalent experience, and a goal-oriented mindset. The position offers competitive compensation with first-year earnings estimated between $100,000 and $200,000, along with comprehensive benefits and a structured mentorship program.