# Virtual Client Portfolio Advisor at AO Garcia Agency

Virtual Client Portfolio Advisor at AO Garcia Agency in Thornton, Colorado. Remote. Posted October 28, 2026.

- Company: AO Garcia Agency
- Location: Thornton, Colorado
- Workplace: Remote
- Posted: 2026-10-28
- Apply: https://jobs.lever.co/aogarciaagency/5df49b59-f41d-471e-9575-947ea0620fb9/apply
- Source: https://jobmagic.ai/jobs/virtual-client-portfolio-advisor-ao-garcia-agency-ac4dty

## Description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.Admin is part of the job: notes, appointments, CRM hygiene.
What comes with the seat• No cold calling• Qualified-interest pipeline• Performance-based advancement• Full training• Current tech stack• Work from home
Traits that work hereDriven. Trainable. Dependable. Comfortable competing. Fine with a camera.If that is your default setting, apply. Interviews on Zoom.