Account Advisor

Nuvant Consulting Group; Phoenix (AZ); Remote; USD 52,000 - 65,000; Full time

Benefits offered by this job

Benefits package

Flexible schedule

Bonuses and incentives

Job summary

Nuvant Consulting Group is seeking an Account Advisor to help individuals and small businesses explore tailored financial solutions. You’ll serve as a trusted point of contact, guiding clients through options and onboarding.

This role emphasizes relationship-building, problem-solving, and the ability to work independently, with flexible work-from-home options and a collaborative team environment.

Qualifications

• Strong communication and relationship-building skills required.
• Ability to work independently and manage own schedule.
• Experience in client service or sales is a plus but not required.

Responsibilities

• Engage with new and prospective clients through outreach and follow-ups.
• Understand each client’s financial goals and decision-making process.
• Recommend solutions that align with their needs.
• Guide clients through onboarding and product implementation.
• Maintain accurate records in CRM tools.
• Support clients with regular check-ins and ongoing service.

Skills

Strong communication

Relationship-building

Independent work

Sales/client service experience (plus)

Education

High school diploma or college degree preferred

Tools

CRM tools

Job description

Account Advisor

We're hiring Account Advisors to help individuals and small businesses with tailored financial solutions. You’ll serve as a trusted point of contact, helping clients navigate options and make confident decisions. This is an excellent opportunity for professionals who enjoy relationship-building, problem-solving, and work flexibility.

Core Responsibilities

• Engage with new and prospective clients through outreach and follow-ups


• Understand each client’s financial goals and decision-making process


• Recommend solutions that align with their needs


• Guide clients through onboarding and product implementation


• Maintain accurate records in CRM tools


• Support clients with regular check-ins and ongoing service

Qualifications

• High school diploma or college degree preferred


• Strong communication and relationship-building skills


• Comfortable working independently


• Experience in client service or sales is a plus but not required

What We Offer

• Competitive base salary plus performance-based bonuses and incentives


• Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off


• Flexible work-from-home schedule


• Advancement opportunities with a growing company


• A collaborative, mission-driven team environment