Remote Client Portfolio Advisor

Lever, Inc.; Jersey City (NJ); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, receiving tools and mentorship to enroll and support clients who seek guidance. The deal includes home office setup, web presentations, and a schedule that fits real-life needs.

Responsibilities focus on helping families via a proven process, with emphasis on clear, human communication and benefits conversations rather than pure sales energy.

Qualifications

• Clear and human communication is required.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, with tools and mentorship provided.
• Deliver value through client-facing financial services interactions.

Skills

Clear communication with clients

Self-management

Disciplined autonomy

Process openness

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, receiving tools and mentorship to enroll and support clients who seek guidance. The deal includes home office setup, web presentations, and a schedule that fits real-life needs.

Responsibilities focus on helping families via a proven process, with emphasis on clear, human communication and benefits conversations rather than pure sales energy.