Remote Financial Wellness Advisor

AO Garcia Agency; Juneau (AK); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Flexible schedule

Mentorship and complete training

Weekly pay

Industry leading tools and technology access

Job summary

A financial consulting firm in Juneau, Alaska is seeking passionate individuals for a role focusing on virtual consultations and client relationship building. This position offers a flexible work-from-home schedule, mentorship, and industry-leading technology. Responsibilities include conducting client assessments to provide tailored solutions and managing administrative tasks. The ideal candidate is motivated and adaptable, ready to grow in a supportive environment through performance-based advancement.

Qualifications

• Must be passionate, competitive, motivated, dependable, hardworking, adaptable, flexible, and trainable.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and provide knowledge on solutions.
• Cultivate client relationships through periodic check-ins.
• Complete administrative tasks as needed.

Job description

A financial consulting firm in Juneau, Alaska is seeking passionate individuals for a role focusing on virtual consultations and client relationship building. This position offers a flexible work-from-home schedule, mentorship, and industry-leading technology. Responsibilities include conducting client assessments to provide tailored solutions and managing administrative tasks. The ideal candidate is motivated and adaptable, ready to grow in a supportive environment through performance-based advancement.