Personalized Financial Solutions Advisor

Nuvant Consulting Group; Portland (OR); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401k

Paid time off

Mentorship and training

Job summary

Nuvant Consulting Group is seeking a Business Solutions Representative to build relationships with individuals and businesses, understanding their goals and offering tailored financial solutions. You will guide clients through onboarding and ongoing support, delivering value through personalized service and consultative problem solving.

The role emphasizes strong communication, active listening, and collaboration with internal teams to continuously enhance the client experience and drive results.

Qualifications

• Strong communication and interpersonal skills for client-facing roles.
• Ability to listen, assess needs, and propose effective solutions.
• Self-motivated with a results-driven mindset and growth orientation.

Responsibilities

• Identify potential clients and understand their goals and needs.
• Build lasting partnerships with decision-makers and stakeholders.
• Stay current on industry trends and developments affecting clients.
• Communicate with clients via phone, email, video calls, and online messaging.
• Recommend personalized financial solutions based on client feedback and data.
• Provide onboarding support and ongoing client assistance.
• Collaborate with internal teams to improve the client experience.

Skills

Communication

Interpersonal skills

Active listening

Self-starter

Client-facing experience

Education

High school diploma

College degree preferred

Job description

Nuvant Consulting Group is seeking a Business Solutions Representative to build relationships with individuals and businesses, understanding their goals and offering tailored financial solutions. You will guide clients through onboarding and ongoing support, delivering value through personalized service and consultative problem solving.

The role emphasizes strong communication, active listening, and collaboration with internal teams to continuously enhance the client experience and drive results.