Financial Advisor/Agent
kohr· Advisory
About this role
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.
Frequently Asked Questions
Is the salary disclosed for the Financial Advisor/Agent position at kohr?
The salary for this Financial Advisor/Agent role at kohr is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Financial Advisor/Agent position at kohr located?
This Financial Advisor/Agent role at kohr is based in Hybrid, Mission Viejo, California, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Financial Advisor/Agent role at kohr full-time or part-time?
This is listed as a Full Time position. It is posted as a Financial Advisor/Agent role in the Advisory department at kohr.
Which team or department does the Financial Advisor/Agent at kohr belong to?
This Financial Advisor/Agent position is part of the Advisory department at kohr. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Financial Advisor/Agent position at kohr?
Click the "Apply Now" button on this page. You will be redirected to kohr's official application portal hosted on bamboohr where you can submit your application directly.
When was the Financial Advisor/Agent job at kohr posted?
This Financial Advisor/Agent position at kohr was posted on Feb 26, 2025. Apply as soon as possible — early applications are often reviewed first.
Financial Advisor/Agent
kohr
You'll be redirected to kohr's official application page on bamboohr.