Remote Financial Guidance Specialist Impactful
Stamford, Fairfield County, Connecticut, 06901, USA
Listed on 2026-09-30
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Finance & Banking
Financial Advisor / Consultant
Lever, Inc. is seeking a client-facing, fully remote professional in financial services to enroll and support clients who request guidance.
You will be paired with a growing team, receive training and mentorship, and conduct web presentations to help families plan for their future. You’ll manage a portfolio of clients, deliver clear information, and follow a proven process in a role that supports real-life scheduling needs.
We are looking to fill the Remote Financial Guidance Specialist
- Flexible & Impactful position at Lever, Inc. in Norwalk, CT, United States.
The advertised compensation is 60.000 - 90.000.
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 Financial Guidance Specialist
- Flexible & Impactful role in the description above.
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