Remote Financial Wellness Advisor — Flexible Growth & Mentorship

Aogarciaagency; Minot (ND); Remote; USD 40,000 - 64,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Remote work

No cold calling

Advanced tools and technology access

Job summary

Aogarciaagency is seeking a motivated individual for a flexible, work-from-home role that supports your personal and professional growth. You will help families secure financial well-being through virtual consultations and informed guidance.

Typical duties include client needs assessment, building relationships with regular check-ins, and handling related admin tasks. No cold calling, weekly pay, mentorship, and access to advanced tools and tech are part of the package.

Qualifications

• Virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through regular check-ins.
• Completing related administrative tasks (note taking, appointment setting, etc.)

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.

Skills

Virtual consultations

Relationship building

Administrative tasks

Zoom

Tools

Zoom

Job description

Aogarciaagency is seeking a motivated individual for a flexible, work-from-home role that supports your personal and professional growth. You will help families secure financial well-being through virtual consultations and informed guidance.

Typical duties include client needs assessment, building relationships with regular check-ins, and handling related admin tasks. No cold calling, weekly pay, mentorship, and access to advanced tools and tech are part of the package.