Virtual Client Portfolio Advisor

Lever, Inc.; Goodyear (AZ); Remote; USD 60,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads, conduct structured days, and coach clients as you ramp. You will work from home with no office required and benefit from thorough training before taking on responsibilities.

As you hit performance targets, top performers have a clear leadership track and opportunities for career progression within a fast-moving team.

Qualifications

• Experience in financial services customer engagement.
• Ability to follow up promptly and professionally.
• Demonstrated quick learning of tools and processes.

Skills

Warm lead conversations

Remote communication

Fast learner

Client respect

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client