Financial Services Associate - ENTRY LEVEL
About The Position
Blue Ocean Wealth Solutions, LLC helps individuals, families, and business owners achieve meaningful financial goals through a comprehensive, client-centered planning approach. We offer integrated solutions across Investments, Retirement Planning, Insurance, Employee Benefits, and Property & Casualty Services, empowering clients to make informed financial decisions at every stage of life. We are seeking a driven and relationship-oriented Financial Service Team Associate to join our growing team. This role offers the opportunity to develop long-term client relationships, gain hands-on experience in financial planning and wealth management, and build a rewarding career alongside experienced financial professionals. Recognized as a Top Long Island Workplace from 2018–2025 by Schneps Long Island / Long Island Press, Blue Ocean Wealth Solutions is committed to fostering a collaborative culture focused on professional development, mentorship, and exceptional client service. Whether you are beginning your financial services career or looking to accelerate your professional growth, this position offers a structured path to success through industry-leading training, licensing support, and ongoing mentorship.
Requirements
- Strong interpersonal, communication, and relationship-management skills.
- Bachelor's degree preferred, or equivalent professional experience.
- Demonstrated interest in financial services, wealth management, sales, or business development.
- Entrepreneurial mindset with a strong work ethic and desire to build a successful long-term career.
- Ability to work independently while thriving in a collaborative team environment.
Responsibilities
- 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 financial planning services, with support from our in-house Financial Planning Team.
- Participate in ongoing client reviews to help ensure financial strategies remain aligned with evolving goals and market conditions.
- Support clients throughout the onboarding process, 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.
Benefits
- Competitive compensation package including commissions, allowances, and performance-based incentives.
- Estimated first-year earning potential of $100,000-$200,000.
- Comprehensive benefits package including medical, dental, vision, HSA, FSA, and a 401(k) with company match.
- One-on-one mentorship with a Senior Financial Executive and access to established client-development opportunities.
- Structured six-month Executive Training Program designed to accelerate professional growth.
- Firm-sponsored support for Life, Accident & Health licensing, as well as Series 7 and Series 66 registrations.
- Weekly Series 7 study sessions and exam preparation resources.
- Access to non-proprietary insurance and wealth management solutions through a broad network of strategic partners.
- Modern, technology-driven workplace recognized for its culture, collaboration, and employee development.
- Ongoing coaching, recognition programs, and advancement opportunities within a growing organization.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
