What are the responsibilities and job description for the Financial Advisor position at Lee, Nolan & Koroghlian, LLC / a MassMutual Firm?
As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination. As a Financial Services Professional, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom.
As a Financial Services Professional you will be building a business that could help change people’s lives for the better.
How will you grow your business? You will…
- Establish networks and cultivate referrals
- Develop and maintain long-term relationships with clients
- Provide financial solutions through fact gathering and needs analyses
- Broaden and deepen your skillset through ongoing professional development
and joint work
Who do you need to be to succeed?
- A strong relationship builder with a focus on putting people first
- A connector of people
- A dedicated worker: independent, self-motivated and goal oriented
We will help you by providing…
- Leadership support, business advice and guidance
- Lots of opportunities for collaboration and mentorship
- Cutting edge technologies that make doing business much easier
- A team-based environment that sees collaboration as key to success
The ideal candidate will deliver personalized 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.
Qualifications
- Bachelor's degree in Finance or related field
- 2 - 5 years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills