Financial Services Team Associate – Blue Ocean Wealth Solutions (MM – Nassau County, NY

Blue Ocean Wealth Solutions (MM


Title: Financial Services Team Associate

Blue Ocean Wealth Solutions is proud to support Virtual Interviewing

About Blue Ocean Wealth Solutions, LLC., Long Island, New York

Wehelp people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement and Property & Casualty Planning.We don’t offerone-size fits all, quick-hitsolutions.Rather, our success is based on deeply personal, trusting and long-term relationships with our colleagues and clients. We offer an unbeatable potential combination of personal and professional rewards that are increasingly hard to find in a traditional business environment.

Home to a top-notch team of diverse Financial Professionals, Blue Ocean Wealth Solutions, LLC, is motivated by a mission to change people’s lives. We have a family-orientated environment and it enables our team members and clients alike to thrive. Ascommitted as we are to changing clients’ lives, we areequally passionate about fostering an environment where everyone succeeds. A career with us means working alongside exceptional people who push you to reach your professional and personal goals. We have a track record for success with strategies to prove it. We were awarded “Top Long Island Workplaces of 2018, 2019 and 2020 by Newsday. It’s more than a job. It’s family!

As a Financial Services Team Associate with Blue Ocean Wealth Solutions, LLC., you will be the driving face of one of our existing teams. You will get an opportunity each day to impact the lives of individuals, families, corporate employees and business owners for the better. The Team Leader will personally mentor your development and coach you through difficult situations. We have a collaborative team aspect philosophy. You will help clients navigate challenges that many of them find complex and confusing. Helping clients with their financial solutions will give you a sense of accomplishment!

We Change People’s Lives!


  • is successful at building lasting relationships
  • has an entrepreneurial mindset
  • is looking to build a career (not just a job)
  • has the passion and thirst for knowledge and problem solving
  • is self-motivated, hard- working and determined to see the project through

Value Added . . .

  • Time Management: Y
    ou will have the ability to control and direct your work and schedule

  • Personalized Training
    – Personalized holistic training program geared towards all levels of knowledge

  • Unlimited Growth
    – various leadership career paths available depending on experience

  • Diversity & Inclusion
    -We have teams representing the Asian Indian, Hispanic, Korean, African American, Chinese, LGBT communities and other

  • Marketing-
    Personal customized plan specific to your market with assistance in lead generation from the Marketing Team and Sr. Advisors.

  • Management Team
    – With over 100 years of experience in the business, the team is available to train, consult, coach and help you elevate your expertise and knowledge
Please visit our website for more information at


Nassau County, NY, USA


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