Unknown Company

Remote Client Portfolio Strategist

workfromhome • Posted 4 days ago
Remote Full Time Business and Financial Operations Occupations

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

This position emphasizes a flexible schedule and meaningful work that benefits families. Training and leaders who stay involved will help you succeed as you serve a portfolio of clients rather than one-off calls.

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Remote Client Portfolio Strategist in workfromhome at Unknown Company

This position is listed as full time and able to be worked remotely.

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