Experienced Financial Advisor
Lee, Nolan & Koroghlian, LLC / a MassMutual Firm
Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian, LLC
Apply fast, check the full description by scrolling below to find out the full requirements for this role.Are you an established financial professional looking for greater support, flexibility, and growth opportunities? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking experienced Financial Advisors ready to take their practice to the next level.
Join a firm that values your expertise, supports your independence, and provides the resources to help you scale your business and better serve your clients.
What You’ll Do
- Manage and grow an existing book of business while developing new client relationships
- Deliver comprehensive financial planning strategies, including retirement, investment, and risk management solutions
- Provide ongoing advice and portfolio reviews to high-net-worth and emerging clients
- Leverage firm resources, technology, and support staff to enhance your practice
- Collaborate with a team of professionals while maintaining autonomy over your business
What We Offer
- Competitive and flexible compensation structure designed for experienced producers
- Transition support, including assistance with book-of-business onboarding
- Access to a broad suite of financial solutions through MassMutual
- Advanced planning support and dedicated back-office resources
- Marketing support and practice development tools
- Flexible work environment with entrepreneurial independence
- Clear pathways for leadership and team-building opportunities
What We’re Looking For
- Proven experience as a Financial Advisor, Wealth Advisor, or similar role
- Active licenses (Series 6 or 7, Series 63/65 or 66, Life & Health)
- Strong track record of client acquisition, retention, and revenue growth
- Established client relationships or transferable book of business preferred
- Entrepreneurial mindset with a desire to grow and scale a practice
- High level of professionalism, integrity, and client-first focus
Why Join Lee, Nolan & Koroghlian, LLC?
We offer the best of both worlds: the strength and stability of MassMutual combined with the personalized support of a local, growth-focused firm. Here, you’ll have the freedom to run your practice your way—backed by a team committed to your long-term success.
If you’re ready for more control, more support, and more opportunity, let’s start the conversation. xihmbke Apply today.
Vacancy posted 3 days ago
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