Remote Client Portfolio Advisor

Lever, Inc.; Meridian (ID); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team that provides tools and mentorship to help families make informed financial decisions.

This position emphasizes a schedule you can build around real life, with leaders who stay involved and a portfolio of clients to serve rather than one-off calls.

Qualifications

• Clear and human communication is required.
• Self-discipline without direct supervision.
• Openness to 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 and receive mentorship.
• Deliver client-centered guidance via remote tools and presentations.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team that provides tools and mentorship to help families make informed financial decisions.

This position emphasizes a schedule you can build around real life, with leaders who stay involved and a portfolio of clients to serve rather than one-off calls.