Financial Advisor/Agent

KOHR Financial & Insurance Services · Seal Beach, California

Apply on the employer’s site Open in Atlas

About this role

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…

Excerpt only. The full posting is on the employer’s careers site.

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