Remote Client Portfolio Advisor – Financial Services
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-10-07
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Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant, Financial Sales
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.
We would love to welcome a new Remote Client Portfolio Advisor – Financial Services to our organisation in Stamford, CT, United States.
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 Stamford, CT, United States.
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