Remote Client Portfolio Advisor

Lever, Inc.; Tulsa (OK); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Home office setup

Web presentations

Flexible schedule

Impactful work for families

Job summary

Lever, Inc. is hiring for a client-facing, fully remote role in financial services. You will enroll and support clients who seek guidance, paired with a growing team, tools, and leaders who stay involved. This position emphasizes a schedule you can build around real life and meaningful work for families.

You will work remotely with a focus on delivering value and maintaining clear, human communication while following a proven process and participating in benefits conversations.

Qualifications

• Clear and human communication.
• Self-discipline with minimal supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Join a growing team with mentorship and resources.
• Deliver value through remote client engagement.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversation interest

Job description

Lever, Inc. is hiring for a client-facing, fully remote role in financial services. You will enroll and support clients who seek guidance, paired with a growing team, tools, and leaders who stay involved. This position emphasizes a schedule you can build around real life and meaningful work for families.

You will work remotely with a focus on delivering value and maintaining clear, human communication while following a proven process and participating in benefits conversations.