Financial Services Team Associate

Financial Services Team Associate

Blue Ocean Wealth Solutions LLC

Position 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 by Schneps Long Island / Long Island Pressreflecting 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.

Key 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 teams book of business through referrals networking and strategic prospecting initiatives

Qualifications

• Strong interpersonal communication and relationship-building skills
• Bachelors 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 $100000$200000*
• 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

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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