Remote Client Finance Advisor | Flexible Hours

Lever, Inc.; Georgetown (KY); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

You will enjoy a schedule you can build around real life and contribute to a portfolio you keep serving, not just one-off calls. The role emphasizes clear, human communication and a disciplined, process-driven approach to helping families plan their financial goals.

Qualifications

• Clear and human communication is essential.
• Self-discipline with minimal supervision is expected.
• Openness to a proven process and structured workflows.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage provided tools and mentorship.

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

You will enjoy a schedule you can build around real life and contribute to a portfolio you keep serving, not just one-off calls. The role emphasizes clear, human communication and a disciplined, process-driven approach to helping families plan their financial goals.