Blue Ocean Wealth Solutions · 1 day ago
Financial Services Representative
East Hills, NY
Full-time
Onsite
New Grad, Entry Level
$90K/yr - $130K/yrBlue Ocean Wealth Solutions, LLC is dedicated to helping clients achieve their financial goals through a customer-centric approach. As a Financial Services Representative, you will work closely with clients to assess their needs and recommend suitable financial solutions while maintaining strong client relationships.
AdviceFinancial ServicesRetirement
No H1B
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, and 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
Qualification
Required
Excellent interpersonal skills
Results-orientated with a track record of achieving sales and business goals
Ability to work independently and collaboratively in a team setting
Preferred
Bachelor's degree is preferred, or experience in a similar role in the financial services industry
Benefits
Health Insurance
Health Savings Account
Flexible Spending Account
Dental Insurance
Vision Insurance
401 (k) & Match
Company
Blue Ocean Wealth Solutions
Blue Ocean Wealth Solutions offers investments, workplace benefits, financial, retirement, business and insurance planning services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Frank Scalese
Chief Executive Officer
Company data provided by crunchbase