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  • Financial Services Representative
    Financial Services Representative
    2 days ago
    $100000–$200000 yearly
    Full-time
    Greenvale

    Are you an ambitious professional looking to accelerate your career with a premier financial service company? Blue Ocean Wealth Solutions, LLC empowers individuals and families to reach meaningful financial milestones through a holistic, client-first planning model. Our firm delivers comprehensive solutions across Insurance, Investments, Retirement Planning, Employee Benefits, and Property & Casualty* strategies. We are seeking a Financial Advisor who is passionate about financial planning, building long-term client relationships, and delivering thoughtful, customized life financial planning guidance. This role is based on-site in our East Hills, Long Island, New York office. Blue Ocean Wealth Solutions has been proudly recognized as a Top Long Island Workplace from 2018–2025 by Schneps Long Island/Long Island Press. Key Responsibilities • Client Relationship Management: Develop and nurture trusted client relationships through detailed needs assessments. Iden, • Customized Solutions: Deliver tailored recommendations in finance and wealth management, including investment strategies, retirement planning, insurance planning, and fee-based financial plans., • Team Collaboration: Partner with our in-house Financial Planning Team** and internal specialists to create integrated, multi-generational wealth solutions., • Portfolio Analysis: Review and analyze client portfolios on an ongoing basis to ensure alignment with evolving goals and market conditions., • Market Monitoring: Track industry developments, regulatory updates, and market trends to provide informed, timely guidance., • Business Development: Proactively grow your book of business through referrals, networking, and strategic prospecting initiatives., • Onboarding Support: Lead clients through the discovery process, account setup, and required documentation. Qualifications • Communication: Strong interpersonal and relationship-building skills., • Education/Experience: Bachelor’s degree preferred, or comparable experience within a financial service company., • Drive: Goal-driven mindset with demonstrated success in sales or business development., • Work Style: Ability to work autonomously while contributing effectively within a collaborative team environment. Why Join Blue Ocean Wealth Solutions, LLC? • High Earning Potential: Competitive compensation structure including commissions, allowances, and bonuses with an estimated first-year earning potential of $100,000–$200,000*., • Full Benefits Package: Medical, dental, vision, HSA, FSA, and a 401(k) with company match., • Mentorship: Direct partnership with a Senior Financial Executive, including access to established client relationships and lead-generation programs., • Licensing Support: Sponsorship and hands-on support to obtain Life, Accident & Health insurance licenses, as well as Series 7 and Series 66 registrations (includes a weekly on-site Series 7 study group)., • Training & Development: Structured six-month Executive Training Program with continued personalized coaching from a locally based Executive Leadership Team., • Product Independence: Ability to offer non-proprietary insurance solutions through third-party partnerships., • Culture: Modern, technology-driven office environment with a strong team-oriented culture, firm-wide awards, and incentive programs. About Us #LI-BOWS1 We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time. Disclaimers: *Property and Casualty is offered through Blue Ocean Protection Solutions, LLC. **To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. *The average expected first-year earnings range is an approximate figure based on historical performance. 401(k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

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  • Resident Relations Specialist
    Resident Relations Specialist
    17 days ago
    $45000–$50000 yearly
    Full-time
    Manhattan, New York

    Status: Non-Exempt Position: Full-time Location: In-person, Lower East Side/East Village, Manhattan Cooper Square Mutual Housing Association Management (“CSMHAM”) is a non-profit, low-income housing organization on the Lower East Side of Manhattan. We serve as the property manager to Cooper Square Mutual Housing II HDFC (“MHA II”), a residential cooperative made up of 21 buildings. Our primary mission is to manage and preserve the MHA II co-op so that it is permanently affordable for multiple generations of low-income residents. Our style of property management centers on resident engagement and community preservation. A key element to our unique and successful model is that residents who live in our housing also sit on our board of directors. Resident Relations Specialists are the primary point of contact between residents and their property management organization. The Resident Relations Specialist (RRS) works with residents and staff to identify and resolve a wide variety of issues including: · building and apt. maintenance issues, · building and apt. repair issues, · resident-involved issues that can impact the household or building, (clutter, unsanitary conditions, criminal activity, etc.) · non-payment issues, · conflicts between residents. The RRS conducts regular building meetings to get feedback from residents and share information. The RRS also conducts regular apartment and building-wide inspections to assess housing conditions and other issue that need to be addressed. This is a property management position that also involves activities typically associated with resident advocacy, social work and tenant organizing. The Resident Relations Specialists work closely with, and reports directly to, the Director Operations. This is an in-person, public facing position. Specific Responsibilities · Communicate with residents and address resident concerns. · Work with staff and residents to identify and correct housing conditions through an internal work order system. Address and track housing code violations as needed. · Work with staff and residents to address rent arrears issues. · Send late notices and house rules violation letters as needed. · Inspect apartments and buildings to identify conditions that impact residents’ quality of life. · Conduct resident wellness visits as needed. · Advertise, facilitate and attend resident building meetings. · Attend and participate in other community meetings and staff meetings. · Maintain orderly and accurate resident records and files. Create and track “change orders” and enter other relevant information into the organizational database. · Perform other duties as needed. QUALIFICATIONS · Minimum of one-year experience with property management, tenant advocacy or equivalent position. · Excellent follow-up and problem solving skills. · Excellent people skills: ability to work with and communicate well with all types of residents and all levels of staff. · Effective communication skills, including basic writing skills (ability to write letters, fill out forms, compose emails, create notices, etc.) and public speaking skills. · Basic understanding of NYC housing rules (including Housing Maintenance Code) and of tenant/co-op shareholder rights. · Ability to maintain confidentiality regarding resident personal information and organizational information is essential. · Ability to stay organized and maintain records and files. · Ability to manage multiple tasks and shift priorities according to urgency. · Ability to work with partner organizations to connect eligible residents to social service programs, benefits and other community resources. · Proficiency in basic Microsoft Office programs. · Experience using a workplace/client-based database. Experience using a housing management software such as Rent Manager or YARDI is a plus. · Ability to work independently and as part of a team; willingness to contribute ideas and take direction and receive constructive criticism. · Willingness to work evenings as needed. · Willingness to help with organizational events or projects as needed. · Respect for community residents and co-workers. · Commitment to CSMHAM mission. · Commitment to equal treatment of all community members regardless of age, race, ethnicity, religion, national origin, language, citizenship status, family composition, ability, health status, gender, gender identity, sexuality, income, source of income, occupation, employment status, education, appearance, lifestyle, involvement with criminal justice system, drug use, political affiliation, etc. · Experience working in diverse, multi-lingual, low- and moderate-income communities. · Fluency in either Spanish, Cantonese or Mandarin is a plus. (but not required) · Experience working with the following specific populations is a plus: seniors, individuals with mental health challenges, individuals in recovery or dealing with drug or alcohol addiction, formerly homeless, survivors of domestic abuse, formerly incarcerated. · Experience working for a non-profit organization is a plus. · A sense of humor is a plus. COMPENSATION Salary range is $45,000--$50,000, commensurate with experience. Cooper Square Mutual Housing Association Management offers a comprehensive benefits package including employer-funded health and dental insurance benefits (following a 90-day waiting period), voluntary flexible spending plan, Simple IRA retirement plan, and paid leave time. *Cooper Square Mutual Housing Association Management* *is an equal opportunity employer (EEO).* *###*

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