Financial Advisor
Listed on 2026-10-18
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Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Full-time
Financial Advisor (Entry-Level & Experienced)
Lee, Nolan & Koroghlian, LLC – A Mass Mutual FirmBuild a Career. Grow a Practice. Make an Impact.
Are you passionate about helping individuals, families, and business owners achieve financial confidence? Whether you’re launching your career or you’re an experienced Financial Advisor looking to expand your practice, Lee, Nolan & Koroghlian, LLC offers the training, support, flexibility, and resources to help you succeed.
As a Financial Advisor, you’ll have the opportunity to build meaningful client relationships, develop personalized financial strategies, and grow a rewarding business backed by the strength and reputation of Mass Mutual. We welcome ambitious professionals from all backgrounds who are motivated, entrepreneurial, and committed to making a difference in the lives of others.
What You’ll Do- Meet with clients to understand their financial goals, priorities, and challenges
- Develop customized financial strategies including retirement planning, wealth accumulation, investment, education funding, estate considerations, and risk management
- Build and maintain long-term client relationships through ongoing service and financial guidance
- Conduct portfolio and financial plan reviews to help clients stay on track toward their goals
- Network, prospect, and build your own client base and professional referral sources
- Utilize industry-leading financial planning tools, technology, and product solutions
- Stay informed on market trends, financial products, and industry regulations
- Collaborate with a supportive team while maintaining the flexibility to build your business your way
- Comprehensive Training & Mentorship Program
- Licensing Support for Life & Health Insurance and FINRA Registrations (where applicable)
- Competitive Compensation with Uncapped Earning Potential
- Transition Support for Experienced Advisors with Existing Books of Business
- Advanced Planning Resources and Dedicated Back-Office Support
- Marketing Assistance and Practice Development Tools Access to a Broad Suite of Financial Solutions Through Mass Mutual
- Entrepreneurial Flexibility and Independence
- Leadership and Team-Building Opportunities
- Collaborative, Growth-Oriented Culture
- Flexible work environment with entrepreneurial independence
- Recent graduates interested in finance, sales, or relationship management
- Career changers seeking a rewarding and entrepreneurial opportunity
- Licensed Financial Advisors looking to grow and scale their practice
- Professionals with experience in banking, insurance, sales, business development, or wealth management
- Strong communication and relationship-building skills
- Entrepreneurial mindset and self-motivation
- Goal-oriented, coachable, and driven attitude
- Desire to help others achieve financial success
- High level of professionalism, integrity, and accountability
- Bachelor’s degree preferred but not required
- Active Life & Health and/or FINRA licenses (Series 6 or 7, Series 63/65 or 66)
- Experience in financial planning, wealth management, insurance, banking, or financial services
- Demonstrated success in client acquisition and relationship management
- Existing client relationships or transferable book of business is a plus
At Lee, Nolan & Koroghlian, LLC, you’ll get the best of both worlds - the stability, resources, and national reputation of Mass Mutual combined with the personalized support of a local, growth-focused firm. Whether you’re just beginning your career or looking for a better platform to grow your existing practice, we’ll provide the tools, guidance, and opportunities to help you reach your full potential.
If you’re ready to build a meaningful career, create lasting client relationships, and take control of your professional
And the job listing Expires on October 25, 2026
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