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Remote Client Portfolio Advisor

Remote / Online - Candidates ideally in
Jamestown, Stutsman County, North Dakota, 58401, USA
Listing for: Lever, Inc.
Full Time, Remote/Work from Home position
Listed on 2026-09-30
Job specializations:
  • Sales
    Remote Sales
Salary/Wage Range or Industry Benchmark: 40000 - 70000 USD Yearly USD 40000.00 70000.00 YEAR
Job Description & How to Apply Below

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

This position emphasizes handling benefits conversations, using a proven process, and communicating clearly with families. You will work with a schedule you can build around real life while delivering meaningful outcomes that matter to clients.

For the Remote Client Portfolio Advisor position at Lever, Inc., we are reviewing applications now.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

This is a Full Time role.

The position is based in Bismarck, ND, United States.

This opportunity is part of our work in Management & Operations, Sales.

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