Experienced Financial Advisor
Lee, Nolan & Koroghlian, LLC / a MassMutual Firm
Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian, LLC
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. Apply today.
Vacancy posted 3 days ago
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