Build and manage client relationships to provide long-term financial planning and sell financial and insurance products. Obtain required licenses, grow a book of business, and operate independently with goal orientation and community focus.
About Us
- -At Lee, Nolan, and Koroghlian 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 Advisor, 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 Advisor you will be building a business that could help change people’s lives for the better.
- A strong relationship builder with a focus on putting people first
- Ability to obtain appropriate licenses (Life,Health,7,66)
- A connector of people
- A dedicated worker: independent, self-motivated and goal oriented
- Bachelor's Degree, Financial & Insurance Licenses
- Commissions, Bonuses, 401(k) plus match, Benefits, Hybrid, Entrepreneurship, Work/Life Balance
#LI-LNK1
#LI-GC1
Similar Jobs
2 Hours Ago
Professional Services • Financial Services
Develop personalized financial strategies for individuals, families, business owners, and organizations. Build long-term client relationships, provide education on investments, retirement, insurance, and estate planning, collaborate with professional specialists, and grow an independent book of business through networking, referrals, and marketing. The role includes ongoing training, licensing support, mentoring, digital marketing resources, and business development tools.
Fintech • Insurance • Financial Services
Provides financial planning guidance and investment management solutions to TD Wealth clients. Responsibilities include client discovery, needs analysis, onboarding, annual reviews, relationship management, investment sales, referrals, portfolio growth, regulatory compliance, and meeting sales goals. The advisor serves as the primary client contact, develops wealth-management relationships, supports retail and small-business partners, and provides coaching and referral training to colleagues.
Fintech • Insurance • Financial Services
Provides financial planning guidance and sells investment management solutions to TD Wealth clients. Builds and manages client relationships, conducts financial needs analyses, recommends wealth solutions, completes onboarding and annual reviews, meets sales goals, generates referrals, and ensures regulatory compliance. Partners with retail and small business teams, coaches colleagues, and develops client wallet share through consultative service and proactive relationship management.
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory


