Remote Leadership Trainee - Client-Facing Finance
AO Garcia Agency
AO Garcia Agency is seeking a remote, client-facing contributor in financial services. You will enroll and support clients who request guidance, paired with a growing team, receiving tools and mentorship to help families understand benefits.
You’ll work from a home office with a schedule you can adapt to real life, and you’ll manage a portfolio you continue to serve rather than a stack of one-off calls.
#J-18808-LjbffrVacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Remote Leadership Trainee - Client-Facing Finance in Huntington, WV vacancy
- ...AO Garcia Agency is seeking a remote, client-facing contributor in financial services. You will enroll and support clients who request guidance, paired with a growing team, receiving tools and mentorship to help families understand benefits. You’ll work from a home...TraineeshipRemote workWork from homeHome office
- ...AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance... ...includes home office setup, live web presentations, and leadership that stays involved. You’ll work on meaningful tasks...TraineeshipRemote workHome office
- ...AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who ask for guidance, working with a growing team and using provided tools and mentorship. This position emphasizes clear, human...TraineeshipRemote work
- ...controllers, tax, and A&A for timely, accurate client deliverables. This role blends hands-on accounting with project leadership and client service, supervising 2-4... ...work arrangements are available, including remote, hybrid, or in-office options. #J-18808-LjbffrRemote workWork at officeFlexible hours
- ...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 ~1. Home office. Web presentations. ~2. Work that matters to families....TraineeshipRemote workHome office
- ...AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and support families... ...a strong video presence, quick learning of tools, and respectful client interactions, with a clear path to leadership for high performers. #J-18808-LjbffrTraineeshipRemote workWork at officeWork from home
- ...AO Garcia Agency is seeking a client-facing professional for fully remote work in financial services. You will guide families and individuals, enroll new clients, and provide ongoing support with a focus on clarity and empathy. The role emphasizes self-motivation, process...Remote work
- ...to bridge day-to-day accounting with technical expertise and client-facing insights. You will manage complex close activities, advise... ...reporting, KPI analysis, and process improvement while supporting multiple client accounts in a fully remote role. #J-18808-LjbffrRemote work
- AO Garcia Agency is offering a remote financial-services seat built around warm leads and a training system. If you are competitive and... ...available protection options, running a simple enrollment flow, and building and servicing a client list. #J-18808-Ljbffr AO Garcia AgencyTraineeshipRemote job
$55k - $65k
...owners—not just tax preparation. We help clients reduce tax liability through customized,... ...plan development and implementation. Client-facing title: Tax Advisor Internal title: Tax... ...returnsComfortable working independently in a remote environmentStrong attention to detail and...Remote work$60k
...Entry-Level Sales & Leadership Trainee The Catalyst Corporation | Chicago,... ...nationally recognized brands through face-to-face retail sales... ...What You'll Do Represent client brands in established retail... ...four weeks Oak Brook, IL Remote work is not available Join...TraineeshipRemote workFull timeLive inImmediate startRelocation$82k - $110k
...Job Description: The Account Supervisor, Client Leadership will help deliver innovative and creative solutions to client briefs, support the... ...Those who live outside a commutable range may be designated as remote, depending on the role and business needs. Regardless of your...Remote workPermanent employmentFull timeContract workTemporary workWork at officeLocal areaFlexible hours2 days per week3 days per week$53.74 - $71.65 per hour
...conversion to a full-time position in 2027. Remote and/or hybrid, depending on location and... ...Account Supervisor to lead our internal client teams and forge client relationships... ...sampling initiatives, and other consumer-facing marketing efforts. Person Specification 5...Remote workHourly payFull timeContract workTemporary workWork at officeLocal areaImmediate startFlexible hours2 days per week3 days per week- Lever, Inc. is a remote-friendly financial services provider seeking a client-facing role that supports families through benefits guidance. You will enroll clients... ...following a proven process, with training and leadership involvement to ensure client success. #J-18808...Remote jobFlexible hours
$115k - $125k
...quality advice and novel solutions to our clients’ legal issues. We are known for handling... ...training programs interactive and engaging for trainees.Conducts technical and professional... ...options, including parental.In-classroom, remote, and on-demand learning and professional...TraineeshipRemote workFull timeWork experience placementLocal area$123.75k - $165k
...Director, Audit Operations – Client Tooling & Supplier... ...strategic and operational leadership to ensure audits are... ...will serve as a key client-facing leader, partnering with Purchasing, Finance, Vendor Tooling Engineering... ...working conditions: ~ Remote work: Enjoy the...Remote workWork from homeFlexible hours- Pitney Bowes is seeking a remote-based Collections Account Specialist to support SendTech Clients, ensuring billing and collections are accurate and timely. You will handle sensitive financial data and participate in the background screening process. Schedule is 8.5 hours...Remote jobMonday to FridayDay shift
- FinStrat Management, Inc. is seeking a client-facing Chief Financial Officer to lead finance for FSM and client engagements. This role focuses on scalable processes... ...client companies. You have 10+ years of financial leadership in SaaS, strong revenue recognition knowledge,...Flexible hours
- ...are looking for a Senior Tax Client Manager who is ready to move... ...clients. This is a client-facing advisory role for a tax... ...Growth Partner with firm leadership and team members on complex client... ...Work effectively in a fully remote, technology-driven environment...Remote workFlexible hours
- ...Construction Client Accountant Remote | Construction Accounting | Sage 100 Contractor | Client Facing Syscon, Inc.is looking for an experienced construction accountant... ...commitments Strong internal support from leadership, IT, and business applications No ego,...Remote workFull timeFor contractorsFor subcontractorVisa sponsorshipFlexible hours
$120k - $189k
...industries, Aprio ensures clients are prepared for... ...engagements, deliver strategic finance solutions, and help... ...- for founders, leadership teams, and boards. CFO... ...and preparing client-facing outputs.Complex Projects... ...environment including remote and hybrid optionsWhat...Remote workFull timeWork at officeLocal areaFlexible hours- ...Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, provided... ...office setup, and a schedule that fits real life, with ongoing training and leadership involvement. #J-18808-LjbffrRemote workWork from homeHome office
- ...Director, Client Accounting Services (CAS) Reports to: Founder Type: Full-time Location: Remote The role The Client Service Delivery Manager is both client-facing and supervisory. You are the primary point... ...Operations when needed. Portfolio leadership and quality control Lead a...Remote workFull time
- ...an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment guidance and comprehensive planning... ..., business growth through client acquisition, and thought leadership within the advisor team, with a hybrid schedule three days in...Work at office
- ...AO Globe Life is seeking a remote financial-services professional. The role focuses on warm-lead conversations, structured days, and coaching... ..., clean video presence, and strong follow-up skills, delivering respectful client service in a remote setting. #J-18808-Ljbffr...TraineeshipRemote workWork at officeWork from home
- ...Solutions to manage complex inventory accounting across multiple client accounts. You will oversee reconciliations, cost accounting, and... ...accurate financial insights and recommendations. This remote, full-time role emphasizes collaboration with clients, Accounting...Remote workFull time
- ...Builder Bookkeep is seeking an Accounting Manager for a fully remote role based in the U.S. You will oversee a portfolio of construction clients, lead a small team, ensure accurate job costing, payroll, bill pay, and monthly close, and present insights to clients....Remote work
- ...seeking a Senior Accountant to support our Financial Solutions team remotely. You will bridge day-to-day accounting with technical insights, ensuring accurate month-end close and high-quality client reporting across a portfolio. The role requires leading with expertise...Remote work
$160k - $210k
...Description Job Description Client Accounting Services Senior Manager Remote | East Coast CPA & Advisory Firm... ...base, and strong support from firm leadership. The firm is looking for a leader... ...meaningful leadership and client-facing experience. Experience with...Remote work- ...a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for... ...the ideal candidate will possess strong leadership skills and the aptitude to foster... ...help clients meet the pressing issues they face today and position them for success tomorrow...Remote workFull timeTemporary workPrivate practiceWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Leadership Trainee - Client-Facing Finance. Be the first to apply!
Related searches
- customer service rep remote Huntington, WV
- remote medical billing part time Huntington, WV
- remote ruby on rails developer Huntington, WV
- remote security Huntington, WV
- remote legal Huntington, WV
- administrative assistant scheduler - remote Huntington, WV
- remote customer support Huntington, WV
- remote web developer part time Huntington, WV
- entry level data scientist remote Huntington, WV
- customer service representative (remote from home) Huntington, WV





