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As a Virtual Financial Advisor, you will help clients create financial strategies by building trust and understanding their values and goals. The role focuses on forging long-lasting relationships, using sales skills to identify client needs, and presenting tailored financial solutions to contribute to personal and company growth.

As a Virtual Financial Advisor, you'll connect with clients to understand their values and help form tailored financial strategies. Using your sales abilities, you'll build long-lasting relationships and identify growth opportunities to drive the company's success.

The Administrative Assistant provides vital administrative support focused on enhancing member experience through various tasks such as handling phone calls, managing office supplies, scheduling meetings, supporting Financial Advisors, and performing routine administrative duties. This part-time role requires multitasking and effective communication skills to ensure smooth daily operations.