Remote Client Portfolio Advisor — Warm Leads, Real Impact

Lever, Inc.; Stillwater (OK); On-site; USD 50,000 - 75,000; Full time

Job summary

Lever, Inc. is hiring a remote financial-services professional to talk to warm leads in a structured day. You’ll be coached as you ramp and build trust with clients without commuting or an office.

This role emphasizes timely follow-up, clean video presence, quick tool learning, and respect for clients. High performers can access a leadership track as you prove your impact. All training happens before performance expectations, and you’ll operate from home base with a remote-first culture designed

Job description

Lever, Inc. is hiring a remote financial-services professional to talk to warm leads in a structured day. You’ll be coached as you ramp and build trust with clients without commuting or an office.

This role emphasizes timely follow-up, clean video presence, quick tool learning, and respect for clients. High performers can access a leadership track as you prove your impact. All training happens before performance expectations, and you’ll operate from home base with a remote-first culture designed