Accounting & Finance

Remote Client Portfolio Advisor Full Training & Growth

Lever

Workfromhome · Nationwide · United States

Lever, Inc. is seeking a virtual consultant who assesses needs, teaches options, and maintains relationships after the first meeting.

You’ll handle admin tasks such as notes, appointments, and CRM hygiene while working remotely. This fully remote role provides comprehensive training and a path for advancement based on performance.

Interviews will be conducted on Zoom, and the role emphasizes reliability, coachability, and clear, confident virtual communication.

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Reference: WJ-2926_4792921

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