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
Fintech • Insurance • Financial Services
Provides financial planning guidance and investment recommendations to TD Wealth clients. Builds and manages client relationships, conducts needs analyses and annual reviews, sells wealth management solutions, develops referrals, achieves sales goals, ensures regulatory compliance, and partners with retail and business banking teams. Requires financial services licensing, consultative sales expertise, client relationship management, and frequent travel within the assigned market.
Fintech • Insurance • Financial Services
Provides financial planning guidance, investment recommendations, and wealth management solutions to TD Wealth clients. Manages client relationships, conducts onboarding and annual reviews, develops referrals, meets sales goals, and deepens client relationships. Ensures compliance with securities, insurance, AML, and bank regulations while partnering with retail and business banking teams. The role also includes coaching colleagues, community involvement, and frequent travel throughout the assigned market.
Fintech • Insurance • Financial Services
Provides financial planning guidance and investment recommendations to TD Wealth clients. Manages client relationships, onboarding, annual reviews, proactive outreach, referrals, and wealth solution sales while meeting quarterly and annual goals. Ensures regulatory, AML, customer identification, and continuing education requirements. Partners with retail and small business teams, coaches colleagues, develops client relationships, and travels continuously within the assigned market.
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
