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Aogarciaagency is seeking a flexible, remote-friendly professional to help families achieve financial well-being through virtual consultations and ongoing guidance.
You will conduct virtual consultations, assess client needs, and share expertise on solutions while building lasting relationships through regular check-ins. Administrative tasks include note taking and appointment setting, with interviews conducted via Zoom.
Aogarciaagency is seeking a flexible, remote-friendly professional to help families achieve financial well-being through virtual consultations and ongoing guidance.
You will conduct virtual consultations, assess client needs, and share expertise on solutions while building lasting relationships through regular check-ins. Administrative tasks include note taking and appointment setting, with interviews conducted via Zoom.