Remote Client Portfolio Advisor — Flexible Schedule & Impact

Lever, Inc.; Lewiston (ME); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, paired with a growing team and mentorship. The position emphasizes real-world impact and relationship-building across a portfolio of clients.

You will enjoy a schedule you can build around real life, plus training and leaders who stay involved to help you succeed. This role focuses on meaningful client outcomes and ongoing service.

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.
• Partner with a growing team and leverage mentorship and tools.
• Provide training and support to clients as needed.
• Manage a portfolio of clients with ongoing relationships.

Skills

Clear communication

Self-discipline

Process adaptability

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, paired with a growing team and mentorship. The position emphasizes real-world impact and relationship-building across a portfolio of clients.

You will enjoy a schedule you can build around real life, plus training and leaders who stay involved to help you succeed. This role focuses on meaningful client outcomes and ongoing service.