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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, equipped with mentorship and the right tools to succeed.
The position emphasizes work that matters to families, with a schedule you can build around real life and a portfolio you keep serving, not just a stack of 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.