Strategic Financial & Investment Advisor

KOHR Financial & Insurance Services

Seal Beach (CA)

On-site

USD 70,000 - 120,000

Full time

14 days+

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Job summary

KOHR Financial & Insurance Services is seeking a Financial Advisor or Investment Advisor Representative to join our team. We provide strategies and knowledge in investments and insurance to help clients achieve their long-term financial goals.

You will build connections with new clients, assess assets and liabilities, gather information on client visions, and research strategies to meet those goals. You will implement financial and insurance products and periodically review progress with

Qualifications

Experience in insurance, investments, banking, or related fields.
Proficiency in computer skills and various software programs.
Understanding of different investment products and services.
Ability to build strong relationships with clients.
Strong analytical and written and verbal communication skills.

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.