aogarcia
•
2026-10-20
Raleigh, US
Virtual - Client Portfolio Specialist
Client-facing, Fully Remote, Financial Services You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal Home office. Web presentations. Work that matters to families. Training …
aogarcia
•
2026-10-20
Raleigh, US
Virtual - Client Portfolio Specialist
Client-facing, Fully Remote, Financial Services You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal Home office. Web presentations. Work that matters to families. Training …