Remote Financial Wellness Advisor - Flexible, Weekly Pay

Aogarciaagency; Morgantown (WV); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and complete training

Work from home

Job summary

Aogarciaagency is seeking motivated individuals for a flexible, work-from-home role focused on helping families achieve financial well-being. The position offers a flexible schedule, remote interviews via Zoom, and opportunities for growth within a supportive team.

Typical duties include conducting virtual consultations, assessing client needs, educating clients on solutions, and maintaining relationships through regular check-ins.

Qualifications

• Strong communication skills
• Ability to work from home
• Experience with virtual consultations

Responsibilities

• Conduct virtual consultations with clients
• Assess client needs and explain solutions
• Build lasting client relationships through regular check-ins
• Complete related administrative tasks (note taking, scheduling)

Job description

Aogarciaagency is seeking motivated individuals for a flexible, work-from-home role focused on helping families achieve financial well-being. The position offers a flexible schedule, remote interviews via Zoom, and opportunities for growth within a supportive team.

Typical duties include conducting virtual consultations, assessing client needs, educating clients on solutions, and maintaining relationships through regular check-ins.