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Lever, Inc. is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship.
The role emphasizes meaningful work for families and offers training along with leaders who stay involved. You will have a schedule you can build around real life while maintaining a portfolio of clients you serve over time.
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.