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Wealth & Investment Advisor: Shape Clients’ Futures
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, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
KOHR Financial & Insurance Services is seeking a Financial Advisor or Investment Advisor Representative to join our team in Seal Beach, CA. We provide strategies and knowledge in investments and insurance to help clients reach long-term financial goals.
You will build connections, assess financial positions, and craft tailored plans aligned with client visions. The role emphasizes relationship-building, client education, and ongoing strategy refinement to support clients' financial journeys.
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