Client Relations & Financial Solutions Advisor

Nuvant Consulting Group; Oklahoma City (OK); On-site; USD 55,000 - 75,000; Full time

Job summary

Nuvant Consulting Group is seeking a Business Relations Advisor to build strong relationships with individuals and businesses by offering tailored financial solutions that support their goals.

You’ll work closely with clients to understand their unique needs, provide strategic guidance, and deliver value through personalized support. This role emphasizes communication, collaboration with internal teams, and ongoing mentorship to help you grow professionally.

Qualifications

• Excellent communication and interpersonal skills.
• Strong listening and needs assessment abilities.
• Self-starter with growth mindset.
• Experience in client-facing or consultative roles preferred.

Responsibilities

• Identify potential clients and assess their goals, challenges, and needs.
• Build lasting partnerships with decision-makers and stakeholders.
• Communicate with clients via phone, email, video calls, and other professional platforms.
• Recommend personalized financial solutions and services based on client needs.
• Act as a trusted resource by providing a seamless onboarding process and ongoing support.
• Collaborate with internal teams to continuously improve client experience.

Skills

Communication

Interpersonal skills

Active listening

Consultative selling

Self-motivation

Client-facing experience

Education

High school diploma

College degree preferred

Job description

Nuvant Consulting Group is seeking a Business Relations Advisor to build strong relationships with individuals and businesses by offering tailored financial solutions that support their goals.

You’ll work closely with clients to understand their unique needs, provide strategic guidance, and deliver value through personalized support. This role emphasizes communication, collaboration with internal teams, and ongoing mentorship to help you grow professionally.