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Lever, Inc. is seeking a client-facing remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team and mentored with available tools. This position emphasizes clear communication and meaningful work that helps families.
You will receive training and leadership involvement, with a schedule you can build around real life and a portfolio you keep servicing—not just a slate 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.