Remote Client Portfolio Advisor Families
Paducah, McCracken County, Kentucky, 42001, USA
Listed on 2026-09-27
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Finance & Banking
Portfolio & Asset Management, Financial Sales, Financial Advisor / Consultant, Wealth Management
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.
We invite applications for the Remote Client Portfolio Advisor for Families position located in Lexington, KY, United States.
Step into the Remote Client Portfolio Advisor for Families role at Lever, Inc. in Lexington, KY, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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