Remote Client Portfolio Advisor

Lever, Inc.; Honolulu (HI); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Home office

Job summary

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

You’ll enjoy a schedule you can build around real life, work that matters to families, and ongoing training with leaders who stay involved while you manage a portfolio of clients you will continue to serve.

Qualifications

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"

Responsibilities

• The deal: Home office and web presentations.
• Work that matters to families.
• Training and leaders who stay involved.
• A schedule you can build around real life.
• A portfolio you keep serving - not a stack of one-off calls.

Skills

Communication

Job description

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

You’ll enjoy a schedule you can build around real life, work that matters to families, and ongoing training with leaders who stay involved while you manage a portfolio of clients you will continue to serve.