Financial Advisor - Agent

December 8, 2024

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Logo of Kohr Consulting, LLC

Kohr Consulting, LLC

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.

recruiting β€’ employer brand β€’ employee engagement β€’ retained search

πŸ“‹ Description

β€’ We are seeking Financial Advisor to join our team! β€’ We will deliver personalized investment and insurance solutions to help clients work towards their long-term financial objectives. β€’ Network and build relationships with new and existing client base. β€’ Advise clients on investment, insurance strategies and other financial decisions. β€’ Assess clients' assets, liabilities and overall financial conditions. β€’ Prepare presentations that recommend various financial products. β€’ Review and communicate portfolio performances to clients.

🎯 Requirements

β€’ Previous experience in Insurance, Investments, banking, financing or other related fields β€’ Familiarity with investment products and services β€’ Ability to build rapport with clients β€’ Strong analytical and critical thinking skills β€’ Excellent written and verbal communication skills

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November 20, 2024

Lead financial planning and forecasting for SeatGeek, enhancing decision-making across the business.

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