Wealth Management Associate

Lee, Nolan & Koroghlian, LLC / a MassMutual Firm; Saddle Brook (NJ); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Comprehensive training program

Licensing support

Competitive compensation structure

Clear career advancement opportunities

Collaborative team environment

Job summary

A local financial advisory firm in New Jersey seeks motivated individuals as Entry-Level Financial Advisors. This position offers comprehensive training, mentorship, and a supportive team environment to help you succeed. You’ll meet clients to understand their financial goals, develop customized strategies, and build long-term relationships. Ideal candidates are self-motivated, possess strong communication skills, and have an interest in finance. Apply today for a rewarding career where you can make an impact.

Qualifications

• Strong communication and interpersonal skills.
• Self-motivated with an entrepreneurial mindset.
• Interest in finance, investing, and helping others succeed.
• Coachable, goal-oriented, and driven to grow.
• Willingness to learn licensing requirements (Series 6/7, 63/65 or 66, Life & Health).

Responsibilities

• Meet with clients to understand their financial goals, needs, and priorities.
• Develop customized strategies for retirement, wealth building, and protection.
• Build and maintain long-term client relationships.
• Learn financial planning concepts, products, and industry regulations.
• Prospect and network to grow your client base.

Skills

Strong communication

Interpersonal skills

Self-motivated

Entrepreneurial mindset

Interest in finance/investing

Tools

Licensing prep tools

Job description

Entry-Level Financial Advisor – Launch Your Career with Lee, Nolan & Koroghlian, LLC

Are you ready to start a career where you can make a meaningful impact on people’s financial futures? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking motivated, driven individuals to join our team as Entry-Level Financial Advisors.

Whether you’re a recent graduate or exploring a new career path, we provide the training, mentorship, and resources to help you succeed from day one.

What You’ll Do

• Meet with clients to understand their financial goals, needs, and priorities
• Develop customized strategies for retirement, wealth building, and protection
• Build and maintain long‑term client relationships
• Learn financial planning concepts, products, and industry regulations
• Prospect and network to grow your client base

What We Offer

• Comprehensive training program and ongoing mentorship
• Licensing support (Series 6/7, Series 63/65 or 66, Life & Health)
• Competitive compensation structure (base, commissions, and bonuses)
• Clear career advancement opportunities
• Access to a wide range of financial products and planning tools
• Collaborative and supportive team environment

What We’re Looking For

• Strong communication and interpersonal skills
• Self‑motivated with an entrepreneurial mindset
• Interest in finance, investing, and helping others succeed
• Coachable, goal‑oriented, and driven to grow

Why Join Us?

At Lee, Nolan & Koroghlian, LLC, you’ll be part of a team that values integrity, professional growth, and community impact. Backed by the strength and reputation of MassMutual, you’ll have the resources of a national firm combined with the personalized support of a local office.

Take the first step toward a rewarding career—apply today.