Blue Ocean Wealth Solutions · 10 hours ago
Financial Services Team Associate
Greenvale, NY
Full-time
Hybrid
New Grad, Entry Level
$100K/yr - $200K/yrBlue Ocean Wealth Solutions, LLC helps individuals and families achieve meaningful financial milestones through a holistic, client-first planning approach. They 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.
AdviceFinancial ServicesRetirement
No H1B
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 team’s book of business through referrals, networking, and strategic prospecting initiatives
Qualification
Required
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 while contributing effectively within a collaborative, team-based environment
Benefits
Comprehensive benefits package including medical, dental, vision, HSA, FSA, and a 401(k) with company match
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
Structured six-month Executive Training Program with ongoing, personalized professional development
Eligibility for firm-wide awards, recognition, and incentive programs
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