Private Client Advisor

Lever, Inc. is seeking a virtual consultant who assesses client needs, teaches options, and maintains the relationship after the initial meeting. The role includes administrative duties like taking notes, scheduling appointments, and keeping CRM data clean. Interviews are conducted on Zoom and training is provided to get you up to speed.

The position emphasizes no cold calling, a qualified-interest pipeline, performance-based advancement, and working from home with access to current tech stack.