Financial Advisor

The Global Institute for Health and Human Rights; Lee (MA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Comprehensive Training & Mentorship

Licensing Support for Life & Health &/

FINRA registrations support

Competitive compensation with uncapped

Transition support for experienced ADS

Advanced planning resources

Back-office support

Marketing assistance and practice dev

Entrepreneurial flexibility and indep.

Leadership and team-building

Collaborative culture

Flexible work environment

Job summary

Lee, Nolan & Koroghlian, LLC, a MassMutual firm in Lee, MA, seeks a Financial Advisor to help clients achieve financial confidence by developing personalized strategies and building a practice. You’ll meet clients, craft retirement, wealth, education funding, estate planning and risk management plans, while collaborating with a supportive team and leveraging MassMutual resources.

We offer training, licensing support, uncapped earning potential, back‑office support, and entrepreneurial

Qualifications

• Recent graduates or career changers welcome.
• Licensed Life & Health Insurance and FINRA registrations preferred where applicable.
• Existing client relationships or transferable book of business a plus.
• Bachelor’s degree preferred but not required.

Responsibilities

• Meet with clients to understand goals, priorities, and challenges.
• Develop customized financial strategies including retirement planning, wealth accumulation, education funding, estate considerations, and risk management.
• Build and maintain long-term client relationships through ongoing service and guidance.
• Conduct reviews to help clients stay on track toward goals.
• Network, prospect, and build your own client base and referral sources.
• Utilize planning tools and product solutions.
• Stay informed on market trends and regulations.
• Collaborate with a supportive team while building your business your way.

Skills

Strong communication

Relationship-building

Entrepreneurial mindset

Self-motivated

Sales skills

Education

Bachelor’s degree preferred but not required

Job description

Full-time

Financial Advisor (Entry-Level & Experienced)

Lee, Nolan & Koroghlian, LLC – A MassMutual Firm

Build a Career. Grow a Practice. Make an Impact.

Are you passionate about helping individuals, families, and business owners achieve financial confidence? Whether you’re launching your career or you’re an experienced Financial Advisor looking to expand your practice, Lee, Nolan & Koroghlian, LLC offers the training, support, flexibility, and resources to help you succeed.

As a Financial Advisor, you’ll have the opportunity to build meaningful client relationships, develop personalized financial strategies, and grow a rewarding business backed by the strength and reputation of MassMutual. We welcome ambitious professionals from all backgrounds who are motivated, entrepreneurial, and committed to making a difference in the lives of others.

What You’ll Do

• Meet with clients to understand their financial goals, priorities, and challenges
• Develop customized financial strategies including retirement planning, wealth accumulation, investment, education funding, estate considerations, and risk management
• Build and maintain long-term client relationships through ongoing service and financial guidance
• Conduct portfolio and financial plan reviews to help clients stay on track toward their goals
• Network, prospect, and build your own client base and professional referral sources
• Utilize industry-leading financial planning tools, technology, and product solutions
• Stay informed on market trends, financial products, and industry regulations
• Collaborate with a supportive team while maintaining the flexibility to build your business your way

What We Offer

• Comprehensive Training & Mentorship Program
• Licensing Support for Life & Health Insurance and FINRA Registrations (where applicable)
• Competitive Compensation with Uncapped Earning Potential
• Transition Support for Experienced Advisors with Existing Books of Business
• Advanced Planning Resources and Dedicated Back-Office Support
• Marketing Assistance and Practice Development ToolsAccess to a Broad Suite of Financial Solutions Through MassMutual
• Entrepreneurial Flexibility and Independence
• Leadership and Team-Building Opportunities
• Collaborative, Growth-Oriented Culture
• Flexible work environment with entrepreneurial independence

Who We’re Looking For

• Recent graduates interested in finance, sales, or relationship management
• Career changers seeking a rewarding and entrepreneurial opportunity
• Licensed Financial Advisors looking to grow and scale their practice
• Professionals with experience in banking, insurance, sales, business development, or wealth management

Successful Candidates Typically Possess

• Strong communication and relationship-building skills
• Entrepreneurial mindset and self-motivation
• Goal-oriented, coachable, and driven attitude
• Desire to help others achieve financial success
• High level of professionalism, integrity, and accountability
• Bachelor’s degree preferred but not required

Preferred Qualifications For Experienced Candidates

• Active Life & Health and/or FINRA licenses (Series 6 or 7, Series 63/65 or 66)
• Experience in financial planning, wealth management, insurance, banking, or financial services
• Demonstrated success in client acquisition and relationship management
• Existing client relationships or transferable book of business is a plus

Why Lee, Nolan & Koroghlian, LLC?

At Lee, Nolan & Koroghlian, LLC, you’ll get the best of both worlds - the stability, resources, and national reputation of MassMutual combined with the personalized support of a local, growth-focused firm. Whether you’re just beginning your career or looking for a better platform to grow your existing practice, we’ll provide the tools, guidance, and opportunities to help you reach your full potential.

If you’re ready to build a meaningful career, create lasting client relationships, and take control of your professional

And the job listing Expires on October 25, 2026