Financial Solutions Consultant | Client Strategy Partner

Nuvant Consulting Group; Boston (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

Nuvant Consulting Group is seeking a Business Solutions Consultant to build strong relationships with individuals and businesses, delivering tailored financial solutions aligned with client goals. You will understand needs, provide strategic guidance, and support clients through onboarding and ongoing care.

The role emphasizes effective communication, consultative selling, and collaboration with internal teams to improve the client experience. A proactive, self-starting approach is valued.

Qualifications

• High school diploma or college degree preferred.
• Excellent communication and interpersonal skills.
• Strong ability to listen, assess needs, and offer solutions.
• Self-starter with a results-oriented mindset and a desire to grow.
• Experience in a client-facing or consultative role preferred.

Responsibilities

• Identify potential clients and assess their goals, challenges, and needs.
• Build lasting partnerships with decision-makers and key stakeholders.
• Stay current on trends, tools, and developments that may impact client strategies.
• Communicate with clients via phone, email, video calls, and online messaging.
• Recommend personalized financial solutions and services based on client feedback and data.
• Act as a trusted resource by providing a seamless onboarding process and ongoing support.
• Collaborate with internal teams to continuously improve client experience.

Skills

Excellent communication

Interpersonal skills

Client-facing experience

Consultative selling

Self-starter

Education

High school diploma or college degree

Job description

Nuvant Consulting Group is seeking a Business Solutions Consultant to build strong relationships with individuals and businesses, delivering tailored financial solutions aligned with client goals. You will understand needs, provide strategic guidance, and support clients through onboarding and ongoing care.

The role emphasizes effective communication, consultative selling, and collaboration with internal teams to improve the client experience. A proactive, self-starting approach is valued.