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Virtual Family Financial Advisor Mentorship
Remote / Online - Candidates ideally in
Burlington, Chittenden County, Vermont, 05405, USA
Listed on 2026-06-18
Burlington, Chittenden County, Vermont, 05405, USA
Listing for:
AO Garcia Agency
Part Time, Remote/Work from Home
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales
Job Description & How to Apply Below
A financial services agency is seeking a passionate individual to conduct virtual consultations and secure clients' financial well-being.
This role offers the flexibility to work from home, with opportunities for mentorship and training. Responsibilities include assessing client needs and maintaining relationships through check-ins. Ideal candidates are motivated, dependable, and adaptable, with a focus on client relationships and effective communication. No cold calling is required.
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