Remote Client Portfolio Advisor – Financial Services

AO Garcia Agency; Stamford (CT); Remote; USD 60,000 - 95,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

The deal includes home office setup, web presentations, meaningful work for families, training and leaders who stay involved, and a schedule you can build around real life. You will manage a portfolio of clients you serve, not just one-off calls.

Qualifications

• Clear and human communication.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

The deal includes home office setup, web presentations, meaningful work for families, training and leaders who stay involved, and a schedule you can build around real life. You will manage a portfolio of clients you serve, not just one-off calls.