Entry-Level Financial Advisor

Lee, Nolan & Koroghlian, LLC / a MassMutual Firm; Saddle Brook (NJ); On-site; USD 40,000 - 120,000; Full time

Benefits offered by this job

Hands-on training

Collaborative work environment

Access to resources through MassMutual

Job summary

A financial services firm based in Saddle Brook, NJ, seeks a Financial Advisor Assistant / Client Service Associate to support financial advisors. The role combines operational support with analytical tasks, helping improve client service and contribute to the growth of the firm. Candidates should have strong organizational and communication skills, with an interest in financial planning. The position offers performance-based compensation, hands-on training, and potential career growth within the firm.

Qualifications

• Strong attention to detail and organizational skills.
• Analytical mindset with an interest in financial planning.
• Ability to manage multiple tasks and meet deadlines.

Responsibilities

• Assist financial advisors with administrative and operational tasks.
• Prepare, process, and track client paperwork and applications.
• Support client onboarding and service requests.

Skills

Attention to detail

Analytical mindset

Strong communication

Organizational skills

Problem-solving

Education

Bachelor’s degree (finance, economics, business or related field)

Job description

Are you interested in a career in financial services but prefer supporting advisors rather than building your own book of business? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking a Financial Advisor Assistant / Client Service Associate to support our growing team.

This role is ideal for someone who enjoys working behind the scenes—combining operational support with analytical and strategic contributions—while participating in the growth of the business they help support.

What You’ll Do

• Assist financial advisors with administrative and operational responsibilities
• Prepare, process, and track client paperwork and account applications
• Support client onboarding and ongoing service requests
• Coordinate meetings, follow-ups, and client communications
• Maintain accurate client records and ensure compliance standards are met

Strategic & Analytical Responsibilities

• Assist with case design and development of client financial strategies
• Help build and prepare comprehensive financial plans
• Conduct data analysis to support recommendations and client reviews
• Support advisors in business planning and practice strategy initiatives
• Research financial products and planning concepts to support client solutions

Compensation

• Performance-based compensation tied to the business and accounts you support
• Typical earning potential ranges from $40,000 to $120,000+ in commission annually, depending on contribution and team production
• No requirement to prospect or build your own client base
• Opportunity to grow earnings alongside a high-performing advisory team

What We Offer

• Hands-on training and mentorship within the financial services industry
• Exposure to financial planning, investment strategies, and practice management
• Opportunity to grow into operations, planning, or advisory roles (if desired)
• Collaborative, team-oriented work environment
• Access to systems, tools, and resources through MassMutual

What We’re Looking For

• Strong attention to detail and organizational skills
• Analytical mindset with interest in financial planning and strategy
• Ability to manage multiple tasks and meet deadlines
• Strong communication and problem-solving skills
• Interest in financial services and long-term career growth
• Comfortable in a performance-based compensation structure
• Bachelor’s degree preferred (finance, economics, business, or related field is a plus)

Why Join Us?

At Lee, Nolan & Koroghlian, LLC, you’ll play a critical role in both the operational and strategic side of the business. This is a unique opportunity to gain hands-on experience in case design, financial planning, and practice development—while growing your earnings alongside a successful advisory team, without the pressure of direct sales.