Financial Advisor, Agent

Kohr Consulting, LLC

Financial Advisor providing investment and insurance strategies to help clients achieve financial goals. Building relationships with clients and guiding them through their financial decisions.

Posted 6/20/2026full-timeIrvine • California • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.
Ability to build strong relationships with clients.
Strong analytical and critical thinking skills.
Exceptional written and verbal communication abilities.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Kohr Consulting, LLC Website LinkedIn All Job Openings 1 - 10 employees 🎯 Recruiter 🤝 B2B Recruitment
B2B Kohr Consulting, LLC is a recruitment firm that specializes in helping companies grow and scale their employee base. With over 20 years of experience, the company provides personalized recruitment services for niche markets. Kohr Consulting works with both start-ups and established companies, offering strategies for recruitment, training employees on interviewing candidates, and building content for recruitment efforts. The company is passionate about fostering relationships between companies and potential candidates. Financial Advisor, Agent Job not on LinkedIn 🔥 29 minutes ago 🏢🏡 Irvine – Hybrid ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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. 🎯 Requirements
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.
Ability to build strong relationships with clients.
Strong analytical and critical thinking skills.
Exceptional written and verbal communication abilities. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Senior Analyst, Digital Finance 🕒 2 days ago Yum! Center for Global Franchise Excellence 1 - 10 🤝 B2B 🛍️ eCommerce 🛒 Retail Website LinkedIn All Job Openings Senior Analyst for Taco Bell's Digital Finance team analyzing promotion performance and profitability across various channels. Collaborating cross-functionally with Marketing, Digital, Insights & Analytics, and Operations. 🏢🏡 Irvine – Hybrid 💵 $98.4k - $110k / year ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Senior Finance Manager 🕒 3 days ago Providence 10,000+ employees ⚕️ Healthcare Insurance Website LinkedIn All Job Openings Senior Finance Manager driving financial impact across the organization within finance operations. Role requires strong analytical skills and business insights for decision making and resource allocation. 🏢🏡 Irvine – Hybrid ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor GLDP Associate – Finance Track 🕒 June 5 Fortive 10,000+ employees 🏢 Enterprise ⚕️ Healthcare Insurance Website LinkedIn All Job Openings GLDP Associate in the Finance Track at ASP managing hands-on projects across finance functions. Strengthening analytical skills and leadership in a collaborative, high-energy environment. 🏢🏡 Irvine – Hybrid 💰 Post-IPO Equity on 2020-03 ⏰ Full Time 🟢 Junior 🟡 Mid-level 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Cloud Accounting, Financial Operations Analyst 🕒 June 2 e360 201 - 500 🏢 Enterprise 🔐 Security Website LinkedIn All Job Openings Cloud Billing & Financial Operations Analyst handling cloud financial operations for a consulting company. Managing billing, invoicing, and financial governance across cloud services and platforms. 🏢🏡 Irvine – Hybrid 💵 $60k - $80k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Associate Manager, Field Finance 🕒 May 20 Yum! Center for Global Franchise Excellence 1 - 10 🤝 B2B 🛍️ eCommerce 🛒 Retail Website LinkedIn All Job Openings Associate Manager supporting Reporting, Insights & Analytics for Taco Bell's Company-owned restaurants. Ideal for analytical individuals who drive performance through thoughtful analysis. 🏢🏡 Irvine – Hybrid 💵 $109.4k - $128.6k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 💸 Financial Planning and Analysis (FP&A) View More Financial Planning and Analysis (FP&A) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

financial productsinsurance productsinvestment strategiesanalytical skillscritical thinking

Soft Skills

relationship buildingcommunication skills