Remote Client Portfolio Advisor: Family-Focused Guidance

Lever, Inc.; Henderson (NV); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a client-facing team member for a 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 work on meaningful work for families, with training and leaders who stay involved, and a schedule you can build around real life. You’ll maintain a portfolio of ongoing client engagements rather than a stack of one-off calls.

Qualifications

• Clear and human communication is essential.
• Disciplined, self-directed work style without constant supervision.
• Open to following a proven process and guidelines.
• Interested in benefits conversations, not just sales energy.

Skills

Clear communication

Self-discipline

Process-oriented

Job description

Lever, Inc. is seeking a client-facing team member for a 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 work on meaningful work for families, with training and leaders who stay involved, and a schedule you can build around real life. You’ll maintain a portfolio of ongoing client engagements rather than a stack of one-off calls.