About this opportunity
Blue Ocean Wealth Solutions, LLC- A MassMutual Firm lists this Financial Services Team Associate opportunity in greenvale, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Services Team Associate
Blue Ocean Wealth Solutions, LLC
Position 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.
Key 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
Qualifications
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
Why Join Blue Ocean Wealth Solutions, LLC
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
Learn more at
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, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, protected veteran status, or any other legally protected status. We are unable to sponsor or assume sponsorship of employment visas at this time.
* Property & Casualty is offered through Blue Ocean Protection Solutions, LLC.
** Fee‑based financial planning and investment or insurance advice require appropriate licensing.
*** Estimated first‑year earnings are based on historical performance and are not guaranteed.
**** 401(k) match eligibility requires production over $85K FYC and applies only to Financial Services Representatives holding a full‑time career contract with MassMutual. Benefits eligibility is subject to contract requirements and plan provisions, which may be modified or terminated. Financial Services Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or affiliated General Agents.
#J-18808-Ljbffr
Worksite address
greenvale, NY, 11548, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.