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Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, using web presentations and a proven process, with mentorship from leaders who stay involved.
The role offers a home-office setup, a schedule you can build around real life, and a portfolio-based approach to client work rather than isolated calls.
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.