Remote Client Portfolio Advisor
Thornton, Adams County, Colorado, 80241, USA
Listed on 2026-09-29
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Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant
Lever, Inc. is seeking a client-facing enrollment specialist for a fully remote role in financial services. You will enroll and support clients who seek guidance, pairing with a growing team and receiving tools and mentorship to help families manage benefits.
The position offers a schedule you can build around real life, remote collaboration, and a portfolio of ongoing client work designed to make a tangible difference for families.
Join us at Lever, Inc. as our next Remote Client Portfolio Advisor in Colorado Springs, CO, 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 role in the description above.
We appreciate your interest in this position.
Join Lever, Inc. and contribute to our ongoing work.
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