Remote Client Portfolio Advisor: Family-Focused Guidance

Lever, Inc. is seeking a client-facing team member for a fully remote role in financial services. You will be paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. You’ll work on meaningful work for families, with training and leaders who stay involved, and a schedule you can build around real life.

You’ll maintain a portfolio of ongoing client engagements rather than a stack of one-off calls.
This is a genuine position to take on the Remote Client Portfolio Advisor:
Family-Focused Guidance role at Lever, Inc. For the Remote Client Portfolio Advisor:
Family-Focused Guidance position at Lever, Inc., we are reviewing applications now. Step into the Remote Client Portfolio Advisor:
Family-Focused Guidance role at Lever, Inc. in Henderson, NV, United States and grow with us.