Remote Client Services Advocate: Financial Wellness

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

The role emphasizes work that matters to families, with a schedule you can build around real life. You will operate in a home-office setting, using web presentations, and be part of a portfolio you continue serving rather than one-off calls.