Client Wealth Strategist

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 journey is unique, and we are here to support you in taking the next significant step. Our firm values your expertise and experience, providing you with the autonomy to shape your practice according to your vision, all while benefiting from a partnership that encourages innovation.

What We Offer:

  • Advanced Technology: Access to state-of-the-art platforms and tools that enhance your business operations.
  • Diverse Solutions: A comprehensive range of investment, insurance, and retirement products developed in-house, allowing your insights to influence our offerings.
  • Insurance Hub: A centralized resource for insurance solutions, ensuring your clients' needs are met seamlessly.
  • Business Market Process: A distinctive approach that empowers you to add value to your discussions with business owners.
  • Concierge Support: Priority service for in-force policies, new business, underwriting, advanced sales, and compliance resources.
  • Expert Team: Collaborate with seasoned specialists in investment and trust to address your clients' estate planning and wealth management needs.
  • Strategic Alliances: Opportunities to expand your practice through partnerships with local financial institutions and professional firms.

Our Shared Values:

  • Innovation: Benefit from ongoing investments in tools and technologies that simplify your business processes.
  • Flexibility: Build your practice in a way that aligns with your expertise and experience.
  • Influence: Recognize the impact you have across families, communities, and generations.
  • Voice: Your opinions and insights are valued and respected.
  • Guidance: Receive the support necessary to achieve your vision for your practice.
  • Transparency: Enjoy a partnership grounded in honesty and clarity.


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