Remote Client Portfolio Advisor - Flexible Schedule

Lever, Inc.; Aurora (IL); Remote; USD 60,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role within financial services. You will enroll and support clients who asked for guidance, partnering with a growing team and leveraging provided tools and mentorship. The position emphasizes meaningful work with families and a schedule that adapts to real life.

Join a program where training and leaders stay involved, and where you manage a portfolio of clients you keep serving, not just a stack of one-off calls.

Qualifications

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"

Responsibilities

• Enroll and support clients who asked for guidance.

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role within financial services. You will enroll and support clients who asked for guidance, partnering with a growing team and leveraging provided tools and mentorship. The position emphasizes meaningful work with families and a schedule that adapts to real life.

Join a program where training and leaders stay involved, and where you manage a portfolio of clients you keep serving, not just a stack of one-off calls.