Financial Advisor: Build Your Practice, Uncapped Earnings

The Global Institute for Health and Human Rights

Lee (MA)

On-site

USD 60,000 - 95,000

Full time

3 days ago
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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

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

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