Virtual Financial Advisor – HWG Virtual Planning Center Location: Remote (Work from Anywhere) Company: Harvest Wealth Group Company Location: Exeter, CA About Us At Harvest Wealth Group, we believe in making our clients feel known, valued, and loved. Our team operates on the Entrepreneurial Operating System (EOS), collaborating to deliver the best possible service. In our Virtual Planning…

*Job requires relocation to the Exeter, CA area* In the Financial Advisor role, you will be responsible for the growth and care of an assigned client base as well as acquiring new qualified clients for the practice. You will hold client meetings, perform case analyses, and develop recommendations for financial plans. You will love it here if you: Are Scrappy Obsessively Serve Live…

We are seeking a Client Services Administrator to join our new business team and provide exceptional support to our clients. As a Client Services Administrator, you will be responsible for managing client accounts, ensuring compliance with regulatory standards, and delivering excellent customer service. You will play a crucial role in building strong relationships with clients, addressing their…