What are the responsibilities and job description for the Wealth Advisor/Financial Advisor position at Lee, Nolan & Koroghlian, LLC / a MassMutual Firm?
The ideal candidate will deliver personalized insurance and investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
We’re seeking experienced Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, and see a strong teaming model as a means to better serve their clients.
Our Advisors work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you :
- Make an impact by helping people find financial stability and peace of mind
- Follow a well-defined career path that integrates education with mentorship and a team-oriented culture
- Benefit from a culture of innovation that embraces growth and change
- Enjoy transparency, honesty, and clarity
- Have a voice; your contributions and input matter
- Experience the power of flexibility –to design your work and your life the way you envision
Qualifications