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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 asked for guidance, collaborating with a growing team and using provided tools and mentorship.
You’ll work from home, with web presentations and a schedule that respects real life, while delivering meaningful work to families and building a portfolio of ongoing client relationships rather than one-off 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.