Client-First Financial Services Associate
Job in
Greenvale, Nassau County, New York, 11548, USA
Listed on 2026-03-01
Listing for:
Blue Ocean Wealth Solutions
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance, Financial Services
Job Description & How to Apply Below
A financial services firm located in Greenvale seeks a motivated Financial Services Team Associate to support client relationships and deliver personalized guidance. Responsibilities include building client trust through needs assessments and providing customized financial recommendations. Ideal candidates will have strong interpersonal skills and a bachelor's degree or equivalent experience. The position offers a competitive compensation structure with estimated first-year earnings of $100,000 to $200,000 along with a comprehensive benefits package.
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Position Requirements
10+ Years
work experience
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