Account Advisor

Nuvant Consulting Group; United States; Remote; USD 48,000 - 75,000; Full time

Benefits offered by this job

Competitive base salary

Bonuses and incentives

Benefits package

Flexible work-from-home

Job summary

Nuvant Consulting Group is seeking an Account Advisor to build relationships with individuals and small businesses, understand their financial goals, and guide them toward suitable solutions and onboarding.

You will maintain CRM records, perform regular check-ins, and provide ongoing service, with a flexible work-from-home schedule and opportunities for bonuses.

Qualifications

• Must have strong communication and relationship-building abilities.
• Experience in client service or sales is a plus but not required.
• Comfortable working independently and managing time effectively.

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

Relationship-building

Sales & client service

Communication

Education

High school diploma or college degree

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