Remote Client Portfolio Advisor – Financial Services
Fairfield, Fairfield County, Connecticut, 06824, USA
Listed on 2026-09-30
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Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales, Wealth Management
Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.
The deal includes home office setup, web presentations, meaningful work for families, training and leaders who stay involved, and a schedule you can build around real life. You will manage a portfolio of clients you serve, not just one-off calls.
The Remote Client Portfolio Advisor – Financial Services position in the Management & Operations, Sales field is open for applications.
The advertised compensation is 60.000 - 95.000.
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 Client Portfolio Advisor – Financial Services role in the description above.
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