Northwestern Mutual · 1 day ago
Relationship & Growth-Focused Financial Services Representative - Blue Ocean Wealth Solutions, LLC,
Greenvale, NY
Full-time
Onsite
New Grad, Entry Level
$90K/yr - $130K/yrNorthwestern Mutual is expanding its team at Blue Ocean Wealth Solutions, LLC, and is seeking motivated, relationship-oriented professionals in financial services. The role involves building strong client relationships, conducting needs analyses, and offering guidance across various financial areas including insurance and investments.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Build and maintain strong client relationships by learning what matters most to them
Conduct client needs analyses and understand risk tolerance
Offer guidance and solutions across retirement, investment, insurance, and wealth management
Review and analyze portfolios to ensure alignment with goals
Stay informed on market trends, regulations, and relevant financial updates
Partner with internal teams (Investment Director, Insurance Specialists, etc.) to deliver customized solutions
Lead clients through the fact-finding, account opening, and documentation process
Provide ongoing support, answering questions related to account performance and activity
Generate new opportunities through referrals, networking, and business development strategies
Qualification
Required
Motivated, relationship-oriented professionals who want to make an impact in their community while building a long-term career in financial services
Enjoy meeting new people and earning trust over time
Are motivated, self-driven, and goal-oriented
Want to build a career — not just land a job
Believe long-term success comes from doing right by clients
Bachelor's degree preferred, or experience in a similar financial services/client-facing role
Conduct client needs analyses and understand risk tolerance
Offer guidance and solutions across retirement, investment, insurance, and wealth management
Review and analyze portfolios to ensure alignment with goals
Stay informed on market trends, regulations, and relevant financial updates
Partner with internal teams (Investment Director, Insurance Specialists, etc.) to deliver customized solutions
Lead clients through the fact-finding, account opening, and documentation process
Provide ongoing support, answering questions related to account performance and activity
Generate new opportunities through referrals, networking, and business development strategies
Preferred
Experience in sales, business development, client service, or relationship management
Benefits
Health Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Dental Insurance
Vision Insurance
401(k) + Match (eligibility requirements apply)
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
UPSTATE BUSINESS JOURNAL
2025-12-12
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