Wealth & Investment Advisor
Job in
Seal Beach, Orange County, California, 90740, USA
Listed on 2026-07-02
Listing for:
Kohr Financial and Insurance Services
Full Time
position Listed on 2026-07-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Kohr Financial and Insurance Services is seeking a Financial Advisor or Investment Advisor Representative to join their team in Seal Beach, California. This role involves aiding clients in achieving their long-term financial goals through tailored investment and insurance strategies.
Responsibilities include establishing client relationships, assessing financial situations, and developing strategies to meet client objectives. The ideal candidate should possess prior experience in finance, strong analytical skills, and excellent communication abilities.
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