Strategic Business Partner

3 weeks ago


New York, New York, United States Lee, Nolan & Koroghlian, LLC Full time
Job Description

We are seeking a seasoned Financial Advisor to join our team at Lee, Nolan & Koroghlian, LLC. As a Wealth Advisor, you will have the freedom to build your practice the way you want to, with the support of a business partner who mirrors your desire for innovation.

We respect your experience and expertise, and we're looking for someone who welcomes our flexible approach, recognizes the strength of our products and our brand, and sees a strong teaming model as a means to better serve their clients.

As a Financial Services Advisor, you will have access to state-of-the-art technology platforms and tools, a diversified portfolio of investment, insurance, and retirement solutions, and a one-stop shopping hub for insurance solutions when your clients' needs must be met with products we do not offer.

You will also have the opportunity to work with a team of seasoned investment and trust specialists to meet your clients' unique estate planning and wealth management needs, and to participate in strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms.

We value innovation, flexibility, expanding influence, being heard, and transparency, and we're looking for someone who shares these values with us.

At Lee, Nolan & Koroghlian, LLC, we're committed to providing our clients with the highest level of service and support, and we're looking for someone who is passionate about delivering exceptional results.

If you're a successful entrepreneur looking to accelerate your practice, we encourage you to apply for this exciting opportunity.



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