Remote Client Advisor — Flexible Schedule, Financial Guidance

Lever, Inc.; Bend (OR); Remote; USD 55,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote specialist in financial services to guide and enroll clients who request guidance. You will work with a growing team, receive tools and mentorship, and support families through the process.

The role offers a flexible schedule and the opportunity to contribute to ongoing client engagement, with a focus on delivering value and clear communication in every interaction.

Qualifications

• Clear, human communication is essential.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and participate in mentorship.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote specialist in financial services to guide and enroll clients who request guidance. You will work with a growing team, receive tools and mentorship, and support families through the process.

The role offers a flexible schedule and the opportunity to contribute to ongoing client engagement, with a focus on delivering value and clear communication in every interaction.