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Remote Client Guidance Specialist, Finance

Remote / Online - Candidates ideally in
Riverside, Riverside County, California, 92504, USA
Listing for: AO Garcia Agency
Remote/Work from Home position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 50000 - 80000 USD Yearly USD 50000.00 80000.00 YEAR
Job Description & How to Apply Below

Lever, Inc. in the United States seeks a client-facing teammate for a fully remote role in financial services. You will enroll and support clients who asked for guidance, using a proven process and clear, human communication.

You’ll work with mentors and training resources designed to help you succeed. Expect a schedule you can build around real life, with a portfolio of ongoing client conversations and follow-ups.

This position is for the Remote Client Guidance Specialist, Finance role at AO Garcia Agency.

The Remote Client Guidance Specialist, Finance role at AO Garcia Agency is now open for applications in Riverside, CA, United States.

Join us at AO Garcia Agency as our next Remote Client Guidance Specialist, Finance in Riverside, CA, United States.

We are currently recruiting a Remote Client Guidance Specialist, Finance for our team in Riverside, CA, United States.

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