Lee, Nolan & Koroghlian, LLC / a MassMutual Firm · 5 hours ago
Financial Advisor
Saddle Brook, NJ
Full-time
Onsite
Mid LevelLee, Nolan & Koroghlian, LLC is a premier financial services firm dedicated to helping individuals, families, and businesses achieve lifelong financial success. They are seeking a Financial Advisor to deliver personalized financial planning and investment solutions while building and maintaining client relationships.
Financial ServicesInsuranceRetirement
Responsibilities
Delivering personalized financial planning and investment solutions
Helping clients navigate retirement strategies
Advising on various financial opportunities
Building and maintaining client relationships
Assessing financial goals
Continuously monitoring financial plans to ensure long-term success for clients
Qualification
Required
Strong foundation in Financial Planning and Finance, with the ability to analyze and develop comprehensive strategies tailored to client needs
Expertise in Retirement Planning and Investments to guide clients in preparing for their future financial security
Proven experience in providing Financial Advisory services, leveraging analytical skills to offer sound advice
Excellent interpersonal and communication skills to foster lasting client relationships and build trust
Ability to work on-site in Saddle Brook, NJ, and meet client needs effectively
Preferred
Relevant licenses such as Series 7, Series 66, or equivalent are preferred
A Bachelor's degree in Finance, Economics, Business, or a related field is advantageous
Company
Lee, Nolan & Koroghlian, LLC / a MassMutual Firm
At Lee, Nolan & Koroghlian, LLC, we help you get what you want out of life.
Founded in 1991
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase