Kohr·1 day ago
1 day ago
Financial Advisor/Agent
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What you'll do
- 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.
What they're looking for
- 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.
- It is also essential to be able to build strong relationships with clients.
- Additionally, candidates should demonstrate strong analytical and critical thinking skills and exceptional written and verbal communication abilities.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
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.
- - 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.
Qualifications:
- 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.
- It is also essential to be able to build strong relationships with clients.
- Additionally, candidates should demonstrate strong analytical and critical thinking skills and exceptional written and verbal communication abilities.
Company
Kohr
Mission Viejo, United States of America
Company facts come from this company's own listings. We only show what the postings themselves carry.