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AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, working within a structured process and with training from leaders who stay involved.
The role emphasizes meaningful work for families, with a schedule you can build around real life and a portfolio that you’ll continue serving rather than one-off calls.
Client-facing, fully remote, financial services.
You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.