Remote Client Portfolio Advisor

Lever, Inc.; Cranston (RI); Remote; USD 52,000 - 78,000; Full time

Job summary

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

You will work on meaningful tasks, with training and leaders who stay involved, and a schedule you can build around real life, while maintaining a portfolio you keep serving.

Qualifications

• Clear, human communication with clients.
• Ability to work independently without direct supervision.
• Willingness to follow a proven enrollment process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance and help.
• Maintain professional client relationships in a fully remote setting.

Skills

Clear communication

Self-motivation

Process orientation

Client-facing

Job description

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

You will work on meaningful tasks, with training and leaders who stay involved, and a schedule you can build around real life, while maintaining a portfolio you keep serving.