Remote Client Portfolio Advisor for Families

Lever, Inc.; Cleveland (OH); Remote; USD 45,000 - 60,000; Full time

Job summary

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

The role rewards clear, human communication, disciplined independence, and openness to a proven process, with a schedule you can build around real life and a portfolio of clients to serve.

Qualifications

• Clear, human communication skills are essential.
• Ability to work independently without supervision.
• Willingness to follow a proven benefits-focused process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Partner with a growing team and leverage mentorship.
• Deliver web-based presentations to clients when needed.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

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

The role rewards clear, human communication, disciplined independence, and openness to a proven process, with a schedule you can build around real life and a portfolio of clients to serve.