Remote Client Portfolio Advisor Training & Growth

Lever, Inc. is seeking a virtual consultant who assesses client needs, teaches options, and maintains the relationship after the first meeting. This role focuses on understanding problems and guiding decisions without cold calling.

Administrative tasks are part of the job: taking notes, scheduling, and maintaining CRM hygiene. The seat includes full training, a current tech stack, and a pipeline with qualified-interest leads. Interviews on Zoom; work from home.