Remote Financial Wellness Advisor | Flexible Hours & Growth

Aogarciaagency; Greensburg (Westmoreland County); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Work from home

Flexible schedule

Weekly pay

Mentorship

Training

Advanced tools access

Job summary

Aogarciaagency in the United States is seeking a motivated individual for a flexible remote role that supports families' financial well-being through virtual consultations and a flexible schedule. The position emphasizes work-from-home arrangements and Zoom-based interviews to evaluate fit.

Typical day includes virtual consultations, assessing client needs, building enduring client relationships, and handling related administrative tasks.

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

Aogarciaagency in the United States is seeking a motivated individual for a flexible remote role that supports families' financial well-being through virtual consultations and a flexible schedule. The position emphasizes work-from-home arrangements and Zoom-based interviews to evaluate fit.

Typical day includes virtual consultations, assessing client needs, building enduring client relationships, and handling related administrative tasks.