Remote Client Advisory Lead - Financial Services
Owensboro, Daviess County, Kentucky, 42302, USA
Listed on 2026-10-12
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Finance & Banking
Wealth Management, Banking & Finance, Financial Sales
Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, with access to tools and mentorship while building meaningful, long-term relationships.
You’ll work in a structure that emphasizes real-life scheduling, portfolio continuity, and ongoing client support rather than one-off calls. Training and leadership involvement are highlighted in the role.
Are you ready to take on the Remote Client Advisory Lead
- Financial Services role at Lever, Inc.?
Our team is growing, and we are hiring a Remote Client Advisory Lead
- Financial Services in Owensboro, KY, United States.
This role is for the Remote Client Advisory Lead
- Financial Services role at Lever, Inc.
We are seeking a motivated Remote Client Advisory Lead
- Financial Services to join Lever, Inc. in Owensboro, KY, United States.
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