Financial Advisor/Agent
KOHR Financial & Insurance Services
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.
Vacancy posted 1 day ago
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