Financial Advisor/Agent

kohr; Irvine (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Kohr in Irvine, CA seeks a Financial Advisor or Investment Advisor Representative to join our team. You will provide strategies and knowledge in investments and insurance to help clients reach long-term financial goals.

Responsibilities include building client relationships, assessing financial situations, researching strategies, implementing investment and insurance solutions, and reviewing progress with clients over time.

Qualifications

• Prior experience in insurance, investments, banking, finance, or related fields is essential.
• Proficiency in computer skills and various software programs is required.
• Good understanding of different investment products and services is necessary.
• Strong ability to build relationships with clients.
• Strong analytical and critical thinking skills and exceptional written and verbal communication abilities.

Responsibilities

• Build connections and establish relationships with new clients.
• Assess clients' assets, liabilities, and overall financial situations to align them with their goals and desires.
• Gather information that reflects clients' visions for the future.
• Research and develop strategies to achieve those visions.
• Implement financial and insurance products that support the client's overall objectives.
• Periodically review progress with the client as needed.
• Provide clients with guidance on investment strategies, insurance solutions, and other financial decisions throughout their lives.

Skills

Client relationship skills

Analytical thinking

Communication skills

Financial industry knowledge

Job description

We seek a Financial Advisor or Investment Advisor Representative to join our team! We will provide strategies and knowledge in investments and insurance to help clients achieve their long‑term financial goals.

Responsibilities

• Build connections and establish relationships with new clients.
• Assess clients' assets, liabilities, and overall financial situations to align them with their goals and desires.
• Gather information that reflects clients' visions for the future.
• Research and develop strategies to achieve those visions.
• Implement financial and insurance products that support the client's overall objectives.
• Periodically review progress with the client as needed.
• Provide clients with guidance on investment strategies, insurance solutions, and other financial decisions throughout their lives.

Qualifications

• Prior experience in insurance, investments, banking, finance, or related fields is essential.
• Proficiency in computer skills and various software programs is required.
• Good understanding of different investment products and services is necessary.
• Strong ability to build relationships with clients.
• Strong analytical and critical thinking skills and exceptional written and verbal communication abilities.