Financial Advisor
Kohr Consulting, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Irvine • California • United States
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About the role
- Build connections and establish relationships with new clients
- Assess clients' assets, liabilities, and overall financial situations
- 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
Requirements
- Prior experience in insurance, investments, banking, finance, or related fields
- Proficiency in computer skills and various software programs
- Good understanding of different investment products and services
- Ability to build strong relationships with clients
- Strong analytical and critical thinking skills
- Exceptional written and verbal communication abilities
Benefits
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial productsinsurance productsinvestment strategiesanalytical skillscritical thinking
Soft Skills
relationship buildingcommunication skills