Remote Client Guidance Specialist

FBSPL; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Performance-based earnings with bonus potential

Mentorship and leadership development opportunities

Remote flexibility with advancement potential

Job summary

A financial services company is seeking a Remote Client Guidance Specialist to help clients make informed financial decisions through virtual consultations. This full-time role emphasizes strong communication skills and self-motivation while providing mentorship opportunities in a flexible remote environment. Ideal candidates will have experience in client-facing roles and must be detail-oriented. The position offers a competitive salary, performance-based earnings, and the chance for professional growth.

Qualifications

• Previous experience in client-facing or advisory work preferred.

Responsibilities

• Conduct virtual consultations to understand client goals.
• Present program options and explain key benefits.
• Maintain accurate client records and regular follow-ups.
• Participate in mentorship and ongoing training.

Skills

Excellent verbal and written communication skills

Detail-oriented

Professional and self-motivated

Job description

We’re seeking professionals who want a flexible, rewarding career helping others make informed financial decisions. As a Remote Client Guidance Specialist, you’ll meet with clients virtually, discuss their goals, and guide them through available programs that align with their needs. This position offers mentorship, autonomy, and growth opportunities in a supportive environment.

Base Pay Range

$55,000.00/yr - $75,000.00/yr

Responsibilities

• Conduct virtual consultations to understand client goals
• Present program options and explain key benefits
• Maintain accurate client records and regular follow-ups
• Participate in mentorship and ongoing training

Requirements

• Excellent verbal and written communication skills
• Detail-oriented, professional, and self-motivated
• Previous experience in client-facing or advisory work preferred

Benefits

• Performance-based earnings with bonus potential
• Mentorship and leadership development opportunities
• Remote flexibility with advancement potential

Senior Level

Associate

Employment Type

Full-time

Job Function

Consulting

Industries

Business Consulting and Services