Remote Client Portfolio Advisor

Lever, Inc.; Missoula (MT); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Home office

Web presentations

Work that matters to families

Training and leadership involvement

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing remote teammate in a growing financial services team. You will enroll and support clients who asked for guidance, with mentorship and tools provided to succeed.

You will join a flexible schedule, work from a home office, and contribute to a portfolio of ongoing client engagements, not one-off calls, with leaders staying involved to support your development. This role emphasizes clear, human communication and a proven process for benefits conversations

Responsibilities

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

Job description

Lever, Inc. is seeking a client-facing remote teammate in a growing financial services team. You will enroll and support clients who asked for guidance, with mentorship and tools provided to succeed.

You will join a flexible schedule, work from a home office, and contribute to a portfolio of ongoing client engagements, not one-off calls, with leaders staying involved to support your development. This role emphasizes clear, human communication and a proven process for benefits conversations