Remote Client Portfolio Advisor - Guidance
Santa Ana, Orange County, California, 92725, USA
Listed on 2026-10-20
-
Customer Service/HelpDesk
Client Relationship Management, Customer Success Management
AO Garcia Agency seeks a client-facing enrollment specialist for a fully remote role focused on financial services. You will be paired with a growing team, using provided tools and mentorship to enroll and support clients who request guidance.
The position emphasizes home-office work, meaningful client impact, and a schedule you can align with real life. Training and active leadership help ensure success and long-term client relationships.
This role, Remote Client Portfolio Advisor
- Flexible Guidance at AO Garcia Agency, could be your next career step.
The advertised compensation is 48.000 - 72.000.
This role offers the option to work remotely.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Remote Client Portfolio Advisor
- Flexible Guidance role in the description above.
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