Remote Financial Wellness Advisor — Flexible Growth

AO Garcia Agency

Concord (NH)

Remote

USD 18,000 - 36,000

Full time

6 days ago
Be an early applicant
Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Weekly pay
Mentorship and training
Work from home

Job summary

AO Garcia Agency is seeking a motivated candidate for a remote role offering flexibility and growth opportunities. The position emphasizes virtual consultations, understanding client needs, and building lasting client relationships from home.

You will balance personal and professional life with a flexible schedule, receive mentorship and complete training, and benefit from weekly pay and industry-leading tools and technology access. Interviews are conducted via Zoom.

Responsibilities

  • Conducting virtual consultations with clients.
  • Assessing clients’ needs and imparting knowledge on solutions.
  • Cultivating lasting client relationships through consistent, periodic check-ins.
  • Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Job description

AO Garcia Agency is seeking a motivated candidate for a remote role offering flexibility and growth opportunities. The position emphasizes virtual consultations, understanding client needs, and building lasting client relationships from home.

You will balance personal and professional life with a flexible schedule, receive mentorship and complete training, and benefit from weekly pay and industry-leading tools and technology access. Interviews are conducted via Zoom.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Remote Financial Wellness Advisor | Flexible Growth
Remote Financial Wellness Advisor | Flexible Growth

AO Garcia Agency • Passaic (NJ)

Remote
USD 27,000 - 36,000
No cold calling
Qualified lead program
Advancement based on performance
+4
Remote Financial Wellness Advisor — Flexible Growth & Training
Remote Financial Wellness Advisor — Flexible Growth & Training

AO Garcia Agency • Wake Forest (NC)

Remote
USD 50,000 - 70,000
Weekly pay
Mentorship and training
Advancement opportunities
+2
Remote Financial Wellness Advisor — Flexible & Growth‑Driven
Remote Financial Wellness Advisor — Flexible & Growth‑Driven

AO Garcia Agency • Fayetteville (AR)

Remote
USD 40,000 - 70,000
Weekly pay
Work from home (remote)
Mentorship and training
+3
Remote Financial Wellness Advisor — Flexible Growth
Remote Financial Wellness Advisor — Flexible Growth

AO Garcia Agency • Portland (OR)

Remote
USD 35,000 - 65,000
No cold calling
Qualified lead program
Advancement on performance
+4
Remote Financial Wellness Advisor — Flexible Growth
Remote Financial Wellness Advisor — Flexible Growth

AO Garcia Agency • Fayetteville (AR)

Remote
USD 40,000 - 60,000
Weekly pay
Mentorship
Complete training
+1
Remote Financial Wellness Advisor - Flexible Growth Role
Remote Financial Wellness Advisor - Flexible Growth Role

AO Garcia Agency • Columbia Township (MO)

Remote
USD 45,000 - 60,000
Work from home
Weekly pay
Mentorship and complete training
+2
Remote Financial Wellness Advisor — Flexible Hours & Growth
Remote Financial Wellness Advisor — Flexible Hours & Growth

AO Garcia Agency • Salina (KS)

Remote
USD 36,000 - 55,000
Work from home
Weekly pay
Mentorship program
+3
Remote Financial Wellness Advisor – Flexible Growth
Remote Financial Wellness Advisor – Flexible Growth

AO Garcia Agency • Greensburg

Remote
USD 23,000 - 36,000
No cold calling
Qualified lead program
Advancement based on performance
+5
Remote Financial Wellness Advisor — Flexible Growth Career
Remote Financial Wellness Advisor — Flexible Growth Career

AO Garcia Agency • Suwanee (GA)

Remote
USD 32,000 - 55,000
No cold calling
Qualified leads
Advancement on performance
+5
Remote Financial Wellness Advisor - Flexible Growth
Remote Financial Wellness Advisor - Flexible Growth

AO Garcia Agency • Minot (ND)

Remote
USD 1,420,000 - 2,366,000
Weekly pay
Mentorship
Comprehensive training
+5