Client Solutions Advisor

Nuvant Consulting Group; Oregon; Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k plan

Paid time off

Mentorship program

Job summary

Nuvant Consulting Group in Oregon seeks a Business Solutions Advisor who thrives in a client-facing environment. You will build relationships, understand goals, and tailor financial solutions to help individuals and businesses achieve their objectives.

You’ll collaborate with internal teams, stay current on trends, and guide clients through onboarding and ongoing support. Strong communication and a consultative mindset are essential for driving results and sustained growth.

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to listen, assess needs, and offer tailored solutions.
• Self-starter with a results-oriented mindset and growth drive.
• Experience in a client-facing or consultative role is preferred.

Responsibilities

• Identify potential clients and assess goals and needs.
• Build partnerships with decision-makers and stakeholders.
• Stay up-to-date on trends and developments affecting client strategies.
• Communicate with clients via phone, email, video calls, and messaging.
• Recommend personalized financial solutions based on feedback and data.
• Provide onboarding and ongoing support as a trusted resource.
• Collaborate with internal teams to improve the client experience.

Skills

Communication skills

Interpersonal skills

Active listening

Consultative selling

Growth mindset

Education

High school diploma or college degree

Job description

Nuvant Consulting Group in Oregon seeks a Business Solutions Advisor who thrives in a client-facing environment. You will build relationships, understand goals, and tailor financial solutions to help individuals and businesses achieve their objectives.

You’ll collaborate with internal teams, stay current on trends, and guide clients through onboarding and ongoing support. Strong communication and a consultative mindset are essential for driving results and sustained growth.