Virtual Client Portfolio Advisor
Job in
Brighton, Adams County, Colorado, 80601, USA
Listed on 2026-10-09
Listing for:
Lever, Inc.
Full Time
position Listed on 2026-10-09
Job specializations:
-
Real Estate/Property
Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.
Admin is part of the job: notes, appointments, CRM hygiene.
What comes with the seat- No cold calling
- Qualified-interest pipeline
- Performance-based advancement
- Full training
- Current tech stack
- Work from home
Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.
If that is your default setting, apply. Interviews on Zoom.
We invite applications for the Virtual Client Portfolio Advisor position located in Thornton, CO, United States.
The following opportunity is for a Virtual Client Portfolio Advisor with Lever, Inc.
Our organisation is growing, and we are hiring a Virtual Client Portfolio Advisor in Thornton, CO, United States.
This Full Time opportunity is for the Virtual Client Portfolio Advisor role at Lever, Inc.
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