Experienced Financial Advisor

Lee, Nolan & Koroghlian, LLC / a MassMutual Firm; Saddle Brook (NJ); Hybrid; USD 120,000 - 210,000; Full time

Benefits offered by this job

Competitive compensation

Transition support

Flexible work environment

Marketing support

Marketing and practice development工具

Entrepreneurial independence

Leadership and team-building pathways

Job summary

A financial advisory firm in New Jersey seeks an experienced Financial Advisor to manage and grow a book of business. You will collaborate with a team to deliver financial planning strategies and provide ongoing client advice. Ideal candidates should have proven experience and active financial licenses. This role offers competitive compensation, transition support, and a flexible entrepreneurial environment to scale your practice.

Qualifications

• 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 and retention.
• Entrepreneurial mindset with a desire to grow and scale a practice.

Responsibilities

• Manage and grow an existing book of business.
• Deliver comprehensive financial planning strategies.
• Provide ongoing advice and portfolio reviews.
• Collaborate with a team while maintaining autonomy over your business.

Skills

Client acquisition

Financial planning

Portfolio management

Entrepreneurial mindset

Education

Series 6/7, Series 63/65 or 66, Life & Health licenses

Tools

Financial analysis software

CRM systems

Job description

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.