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Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and support clients who request guidance.
The position emphasizes work that matters to families, with training and leaders who stay involved, and a schedule you can build around real life. This is a trusted, ongoing portfolio relationship rather than one-off calls.
Client-facing, fully remote, financial services.
You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.