ROLE OVERVIEW

About the Client: The client is a premier financial services and retirement planning practice led by a veteran virtual financial advisor with over 35 years of elite wealth management experience. The firm specializes in delivering holistic retirement blueprints, wealth protection, and tax-efficient income strategies for individuals and business owners. Partnering with top-tier financial carriers, they offer secure, market-linked retirement solutions—including fixed index annuities—designed to safeguard capital while ensuring predictable, lifelong revenue streams. Driven by strong ethics and modern digital automation, the firm focuses on transforming complex portfolios into seamless strategies that provide clients with long-term peace of mind.

About the Role

The client is seeking a high-caliber, multi-talented Virtual Assistant to join the team. This hybrid position requires a proactive professional who can seamlessly pivot between high...