Financial Consultant

2 weeks ago


Saddle Brook, New Jersey, United States Lee Nolan and Koroghlian LLC Full time

Join Our Team as a Financial Consultant

At Lee Nolan and Koroghlian LLC, we understand that your career has been dedicated to cultivating a successful practice. As you consider the next phase of your professional journey, we invite you to explore a partnership that values your expertise and vision.

We are on the lookout for seasoned Financial Advisors who appreciate our adaptable approach, recognize the strength of our offerings, and are eager to leverage advanced technologies. Our collaborative model is designed to enhance client service and satisfaction.

What We Offer:

  • Access to cutting-edge technology and tools
  • A comprehensive range of investment, insurance, and retirement solutions tailored to meet diverse client needs
  • A centralized hub for insurance products that may not be directly available through our firm
  • A distinctive business markets strategy that empowers you to provide exceptional value to business owners
  • High-level support services, including priority access to service, new business processing, underwriting assistance, advanced sales support, and dedicated compliance resources
  • A team of experienced investment and trust professionals to address your clients' estate planning and wealth management requirements
  • Strategic partnerships that can facilitate growth through connections with local financial institutions and professional organizations
Our Shared Values:
  • Innovation: Benefit from our commitment to investing in tools and technologies that simplify your business operations
  • Flexibility: Shape your practice in a way that aligns with your unique style and expertise
  • Influence: Recognize that your impact extends beyond individual clients to families, communities, and future generations
  • Voice: Your insights and contributions are valued, and we prioritize your perspective
  • Guidance: Receive the support necessary to achieve your vision for your practice
  • Transparency: Enjoy a partnership built on honesty and clarity
Let's work together to achieve our mutual goals and aspirations.
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