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Remote Client Advisor – Financial Services Guidance

Remote / Online - Candidates ideally in
Fort Mill, York County, South Carolina, 29715, USA
Listing for: AO Garcia Agency
Remote/Work from Home position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
    Financial Sales
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who asked for guidance.

You will join a team that values meaningful work for families, practical training, and leaders who stay involved. The schedule is designed to fit real life and you’ll manage a portfolio of clients, not just isolated calls.

We are currently recruiting a Remote Client Advisor – Financial Services Guidance for our team in Fort Mill, SC, United States.

For the Remote Client Advisor – Financial Services Guidance position at AO Garcia Agency, we are reviewing applications now.

Step into the Remote Client Advisor – Financial Services Guidance role at AO Garcia Agency in Fort Mill, SC, United States and grow with us.

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