Remote Client Portfolio Advisor

Aogarciaagency; Pittsburgh (Allegheny County); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Mentorship

Training opportunities

Job summary

Aogarciaagency is seeking a client-facing, fully remote position in financial services. You will be paired with a growing team, using provided tools and mentorship to enroll and support clients who request guidance.

The deal includes a home office setup, web presentations, meaningful work for families, leadership involvement, and a schedule you can adapt to real life. Training and ongoing support are provided.

Qualifications

• Clear and human communication.
• Self-discipline without a supervisor.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Aogarciaagency is seeking a client-facing, fully remote position in financial services. You will be paired with a growing team, using provided tools and mentorship to enroll and support clients who request guidance.

The deal includes a home office setup, web presentations, meaningful work for families, leadership involvement, and a schedule you can adapt to real life. Training and ongoing support are provided.