Financial Services Team Associate

Financial Services Team Associate Blue Ocean Wealth Solutions, LLCPosition 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 2018–2025 by Schneps Long Island / Long Island Press—reflecting 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.

• 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

• 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

• Competitive compensation structure including commissions, allowances, and performance‑based bonuses
• 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
• 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

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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,…