Remote Financial Guidance Consultant — Flexible Schedule

AO Garcia Agency

Reno (NV)

Remote

USD 50,000 - 80,000

Full time

3 days ago
Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

We are seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal includes a home office setup, web presentations, and a schedule you can build around real life, with a portfolio you keep serving rather than a stack of one-off calls. Training and leaders stay involved to support your progress.

Skills

Clear communication
Self-discipline
Adaptability
Benefits conversations

Job description

We are seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal includes a home office setup, web presentations, and a schedule you can build around real life, with a portfolio you keep serving rather than a stack of one-off calls. Training and leaders stay involved to support your progress.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Remote Financial Guidance Advisor
Remote Financial Guidance Advisor

AO Garcia Agency • Athens (GA)

Remote
USD 65,000 - 85,000
Remote Financial Guidance & Support Specialist
Remote Financial Guidance & Support Specialist

Lever, Inc. • Greenville (SC)

Remote
USD 60,000 - 80,000
Remote work
Remote Client Services Specialist — Financial Guidance
Remote Client Services Specialist — Financial Guidance

Lever, Inc. • Gresham (OR)

Remote
USD 45,000 - 70,000
Remote Client Services Specialist — Flexible Schedule
Remote Client Services Specialist — Flexible Schedule

Lever, Inc. • Merrimack (NH)

Remote
USD 52,000 - 72,000
Remote Client Success Specialist - Flexible Schedule
Remote Client Success Specialist - Flexible Schedule

AO Garcia Agency • Madison (MS)

Remote
USD 50,000 - 90,000
Remote Client Success Advisor | Flexible Schedule
Remote Client Success Advisor | Flexible Schedule

Lever, Inc. • Elsmere (DE)

Remote
USD 50,000 - 70,000
Remote Financial Services Advisor — Flexible, Client-Focused Support
Remote Financial Services Advisor — Flexible, Client-Focused Support

AO Garcia Agency • Yankton (SD)

Remote
USD 50,000 - 80,000
Remote Financial Services Advisor — Flexible Schedule
Remote Financial Services Advisor — Flexible Schedule

Lever, Inc. • Midwest City (OK)

Remote
USD 45,000 - 65,000
Remote Client Advisor – Financial Services Guidance
Remote Client Advisor – Financial Services Guidance

AO Garcia Agency • Fort Mill (SC)

Remote
USD 65,000 - 90,000
Remote Client Care Specialist - Guidance You Can Trust
Remote Client Care Specialist - Guidance You Can Trust

AO Garcia Agency • Gresham (OR)

Remote
USD 60,000 - 90,000
Home office
Web presentations
Flexible schedule
+2