Talent.com
Kohr Financial and Insurance Services
Financial Advisor/AgentKohr Financial and Insurance Services • Seal Beach, CA, United States
Financial Advisor/Agent

Financial Advisor/Agent

Kohr Financial and Insurance Services • Seal Beach, 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.
Create a job alert for this search

Financial Advisor/Agent • Seal Beach, CA, United States

Similar jobs

Senior Associate - Transaction Advisory / Financial Due Diligence

AndersenCosta Mesa, CA, United States
Full-time

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!.At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation,... Show more

 • Promoted

VP Financial Advisor

Wealth Enhancement GroupSan Marino, CA, United States
Full-time

Wealth Enhancement Group has an exciting opportunity for a VP Financial Advisor to join our team in Southern California.This role is a key member of the advisory team and will help clients achieve ... Show more

 • Promoted

Wealth Advisor

TIAAPasadena, CA, United States
Full-time

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial la... Show more

 • Promoted

Financial Aid Advisor (Temporary)

West Coast UniversityAnaheim, CA, United States
Full-time

Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - San Gabriel, CA (area)

ChaseSouth Pasadena, CA, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Financial Advisor - Greater Los Angeles and Surrounding area

Thrivent Financial for LutheransPasadena, CA, United States
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more

 • Promoted

Financial Advisor

Northwestern MutualAnaheim, CA, United States
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more

 • Promoted

Manager - Transaction Advisory / Financial Due Diligence

AndersenCosta Mesa, CA, United States
Full-time

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!.At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation,... Show more

 • Promoted

Sales Advisor

STRIDE FitnessHuntington Beach, California, United States
Part-time
Quick Apply

The front line of the member journey.Converts interest into memberships through genuine connection and disciplined follow-up.Drive membership sales through in-person, phone, email, and social media... Show more

Wealth Advisor

Cerity PartnersPasadena, CA, United States
Full-time

The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.This role involves onboar... Show more

 • Promoted

Financial Professional / Remote Position / High Income Potential

Experior Financial GroupHuntington Beach, CA, United States
Remote
Full-time

Are you driven to help others secure their financial future while building a rewarding career in the financial services industry? Experior Financial is looking for motivated, ethical, and entrepren... Show more

 • Promoted

Financial Advisor

BmoPico Rivera, CA, United States
Part-time

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee... Show more

 • Promoted

Banking Advisor

Northern TrustPasadena, CA, United States
Full-time

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust is proud to guide the world's most successful individuals, families, corpo... Show more

 • Promoted

Associate Financial Advisor

Northern TrustPasadena, CA, United States
Full-time

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative f... Show more

 • Promoted

Senior Financial Planner (Newport, Beach CA)

Mercer AdvisorsNewport Coast, CA, United States
Full-time

Senior Financial Planner (Newport, Beach CA).For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investme... Show more

 • Promoted

Client Advisor

AcrisureCosta Mesa, CA, United States
Full-time

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie... Show more

 • Promoted

Financial Advisor/Agent

Kohr Financial and Insurance ServicesSeal Beach, CA, United States
Full-time

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... Show more

 • Promoted

Financial Aid Services Advisor

Paul Mitchell SchoolsPasadena, CA, United States
Full-time

Are you ready to make a meaningful difference in the lives of aspiring beauty professionals? Paul Mitchell The School is hiring!.Company: Paul Mitchell The School.As a Financial Advisor, you will e... Show more

 • Promoted

Wealth Advisor

Corient Capital PartnersNewport Coast, CA, United States
Permanent

Join a team that values your ambition and empowers your growth.At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve thei... Show more

 • Promoted

Senior Wealth Advisor SAFE Act

CitigroupPasadena, CA, United States
Full-time

Senior Wealth Advisor SAFE Act.Working at Citi is far more than just a job.A career with us means joining a team of approximately 219,000 dedicated people from around the globe.At Citi, you'll have... Show more