Remote Financial Wellness Advisor — Flexible & Growth

Aogarciaagency; Portland (ME); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Work from home

Mentorship and complete training

Weekly pay

Industry leading tools and technology access

Job summary

Aogarciaagency is seeking a passionate individual for a financial consulting role that offers flexibility and growth. You will conduct virtual consultations, assess client needs, and build relationships while completing necessary administrative tasks.

This position allows you to work from home, ensuring you can maintain a balance between your personal and professional life. The role offers industry-leading tools and mentorship for your success.

All interviews will be conducted via Zoom video conferencing.

Responsibilities

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

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

Aogarciaagency is seeking a passionate individual for a financial consulting role that offers flexibility and growth. You will conduct virtual consultations, assess client needs, and build relationships while completing necessary administrative tasks.

This position allows you to work from home, ensuring you can maintain a balance between your personal and professional life. The role offers industry-leading tools and mentorship for your success.

All interviews will be conducted via Zoom video conferencing.