Wealth Planning Associate — Mentorship & Training

Blue Ocean Wealth Solutions; Village of East Hills (NY); Presencial; USD 100.000 - 200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive compensation package

First-year earning potential: $100,000

Benefits: medical, dental, vision, HSA

401(k) with company match

Mentorship with Senior Financial Exec

Six-month Executive Training Program

Licensing support: Series 7/66

Weekly study sessions

Partnership network access

Technology-driven workplace

Career advancement opportunities

Descripción de la vacante

Blue Ocean Wealth Solutions, LLC is seeking a driven Financial Service Team Associate to build long-term client relationships and gain hands-on experience in financial planning and wealth management.

Recognized as a Top Long Island Workplace, the firm offers industry-leading training, licensing support, ongoing mentorship, and a clear path to a rewarding career alongside experienced professionals in an equity-driven environment.

Formación

• Bachelor's degree preferred or equivalent professional experience.
• Interest in financial services, wealth management, sales, or business development.
• Entrepreneurial mindset with a strong work ethic and desire to build a long-term career.
• Ability to work independently while thriving in a collaborative team.

Responsabilidades

• Develop and maintain meaningful client relationships through financial discovery conversations and needs-based planning.
• Assist in delivering personalized financial strategies, including investment management, retirement planning, insurance solutions, and fee-based planning.
• Participate in ongoing client reviews to ensure strategies align with goals and market conditions.
• Support onboarding processes, including account establishment, servicing, and required documentation.
• Serve as a trusted point of contact for client inquiries related to account activity, financial planning, and service needs.
• Collaborate with investment, insurance, and planning specialists to deliver comprehensive wealth management solutions.
• Stay informed on industry trends, market developments, and regulatory updates to support informed client guidance.
• Contribute to business growth through networking, referrals, community involvement, and strategic prospecting efforts.

Conocimientos

Interpersonal skills

Communication

Relationship management

Educación

Bachelor's degree

Descripción del empleo

Blue Ocean Wealth Solutions, LLC is seeking a driven Financial Service Team Associate to build long-term client relationships and gain hands-on experience in financial planning and wealth management.

Recognized as a Top Long Island Workplace, the firm offers industry-leading training, licensing support, ongoing mentorship, and a clear path to a rewarding career alongside experienced professionals in an equity-driven environment.