Wealth Management Associate

Lee, Nolan & Koroghlian, LLC / a MassMutual Firm

What You’ll Do Meet with clients to understand their financial goals, needs, and priorities Develop customized strategies for retirement, wealth building, and protection Build and maintain long‑term client relationships Learn financial planning concepts, products, and industry regulations Prospe

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Wealth Management Associate

Lee, Nolan & Koroghlian, LLC / a MassMutual Firm

Updated 1 month ago
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Saddle Brook

About this role

What You’ll Do Meet with clients to understand their financial goals, needs, and priorities Develop customized strategies for retirement, wealth building, and protection Build and maintain long‑term client relationships Learn financial planning concepts, products, and industry regulations Prospe

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