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Financial Advisor/Agent
Job in
Seal Beach, Orange County, California, 90740, USA
Listed on 2026-08-04
Listing for:
KOHR Financial & Insurance Services
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
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.
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