Remote Client Portfolio Advisor
Los Angeles, Los Angeles County, California, 92189, USA
Listed on 2026-09-27
-
Finance & Banking
Portfolio & Asset Management
Lever, Inc. is seeking a client-facing, fully remote professional in financial services who will enroll and support clients seeking guidance. You will be paired with a growing team, receive tools and mentorship, and contribute to meaningful work from home.
This role emphasizes clear communication, disciplined autonomy, and a proven process. You will participate in web presentations, manage a portfolio of clients, and build a flexible schedule that fits real life while delivering value.
This role, Remote Client Portfolio Advisor | Flexible Schedule at Lever, Inc., could be your next opportunity.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in San Diego, CA, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).