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.

Apply

Vacancy posted 2 days ago

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