Remote Client Portfolio Advisor
Rockford, Winnebago County, Illinois, 61101, USA
Listed on 2026-09-29
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Lever, Inc. is seeking a client-facing professional for a fully remote role within financial services. You will enroll and support clients who asked for guidance, partnering with a growing team and leveraging provided tools and mentorship. The position emphasizes meaningful work with families and a schedule that adapts to real life.
Join a program where training and leaders stay involved, and where you manage a portfolio of clients you keep serving, not just a stack of one-off calls.
This posting is for the Remote Client Portfolio Advisor
- Flexible Schedule role at Lever, Inc., based in Aurora, IL, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Remote Client Portfolio Advisor
- Flexible Schedule role in the description above.
(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).