Senior Financial Advisor — Grow Your Practice with Autonomy

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

Benefits offered by this job

Competitive compensation

Transition support

Flexible work environment

Marketing support

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.

Responsibilities

• Manage and grow an existing book of business.
• Deliver comprehensive financial planning strategies.
• Provide ongoing advice and portfolio reviews.

Skills

Client acquisition

Financial planning

Portfolio management

Entrepreneurial mindset

Tools

Financial analysis software

CRM systems

Job description

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.