Account Advisor

Nuvant Consulting Group; Providence (RI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive base salary + bonuses

Comprehensive benefits package (med/dn

Flexible work-from-home schedule

Advancement opportunities with growth

Collaborative, mission-driven team

Job summary

Nuvant Consulting Group is hiring an Account Advisor to help individuals and small businesses with tailored financial solutions. You’ll be a trusted point of contact, guiding clients through onboarding and ongoing service while building strong relationships.

The role values problem-solving, communication, and flexible work arrangements. You’ll engage with new and prospective clients, understand their financial goals, and recommend suitable solutions.

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.

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

Education

High school diploma or college degree

Job description

About the Role

Account Advisor

About the Role

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