Client Portfolio Advisor

About This PositionEach advisor on our client portfolio team is assigned a portfolio of client households and is accountable for the condition of every file in it. The work runs on a review calendar rather than a queue. Households come up on a set rotation, you prepare, you meet with them, and you record what changed.The team is fully remote and works standard business hours, Monday through Friday. Preparation, the review meeting by phone or video, and the resulting documentation make up most of a typical day. New consultations are added to your calendar by the appointment team, and case management handles submitted files from there. Compensation is commission based.Core Responsibilities• Maintain the review schedule for an assigned portfolio of client households• Prepare a current picture of each household before the review takes place• Identify where existing arrangements no longer fit the household's obligations• Document findings and recommendations to the team's file standards• Submit any resulting applications and monitor them through to approval• Keep portfolio records, review dates, and notes accurate in the CRMQualifications• Three or more years of professional advisory or client-facing work• Experience being accountable for an assigned group of client relationships• Analytical habits and the patience to work through detailed information• Consistency with recurring schedules and internal deadlines• Reliable home office setup with current computer equipment and internet• Weekday availability across standard business hoursWhat We Provide• Consultations placed on your calendar by a dedicated appointment team• Case management covering underwriting requirements and policy processing• Onboarding on products, review methodology, and documentation standards• Company systems for CRM, quoting, and client video meetings• Weekly team meetings and quarterly performance reviews• Advancement opportunities as roles open on the portfolio team