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Kohr Financial and Insurance Services
Financial Advisor/AgentKohr Financial and Insurance Services • Irvine, CA, United States
Financial Advisor/Agent

Financial Advisor/Agent

Kohr Financial and Insurance Services • Irvine, CA, United States
30+ days ago
Job type
  • Full-time
Job description

Financial Advisor Or Investment Advisor Representative

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 also required.
  • A good understanding of different investment products and services is necessary.
  • It is also essential to be able to build strong relationships with clients.
  • Additionally, candidates should demonstrate strong analytical and critical thinking skills and exceptional written and verbal communication abilities.
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Financial Advisor/Agent • Irvine, CA, United States

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