Remote Financial Wellness Advisor
Posted 2 days ago
ao garcia agencyDoral (FL)
Personal Financial AdvisorsOther Individual and Family Services
SENIORITY
Senior
About the role
A financial services agency in Miami is looking for a passionate individual to join their team. This role offers flexibility with the option to work from home while focusing on securing families' financial well-being. Your daily tasks will include virtual consultations, assessing client needs, and building lasting relationships. The position offers incentives such as mentorship, training, and weekly pay, making it an excellent opportunity for motivated candidates.
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Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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