Remote Client Portfolio Advisor for Families

Lever, Inc.; Lexington (KY); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Home office

Web presentations

Flexible schedule

Mentorship

Portfolio servicing

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who seek guidance, deliver web presentations, and partner with a team guided by mentors and leaders who stay involved.

You’ll work with families to provide meaningful financial guidance, build a schedule that fits real life, and maintain a portfolio of clients you continuously serve rather than one-off calls.

Qualifications

• Clear, human communication
• 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
• Deliver web presentations to clients and stakeholders
• Build lasting relationships through ongoing portfolio servicing and guidance

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who seek guidance, deliver web presentations, and partner with a team guided by mentors and leaders who stay involved.

You’ll work with families to provide meaningful financial guidance, build a schedule that fits real life, and maintain a portfolio of clients you continuously serve rather than one-off calls.