Remote Account Advisor — Build Trusted Financial Solutions

Nuvant Consulting Group; United States; Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive base salary plus bonuses

Comprehensive benefits package

Flexible work-from-home schedule

Advancement opportunities

Collaborative remote team environment

Job summary

Nuvant Consulting Group is seeking a Remote Account Advisor to assist individuals and small businesses with tailored financial solutions. You will be the trusted contact, guiding clients through decision-making, onboarding, and ongoing service, while maintaining CRM records and fostering strong relationships.

The role emphasizes remote work flexibility, client-focused problem solving, and collaboration within a mission-driven team.

Qualifications

• Strong communication and relationship-building skills are essential.
• Comfortable working remotely and independently.
• Experience in client service or sales is a plus but not required.

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

Communication

Relationship-building

Remote work

Independent work

Education

High school diploma or college degree preferred

Job description

Nuvant Consulting Group is seeking a Remote Account Advisor to assist individuals and small businesses with tailored financial solutions. You will be the trusted contact, guiding clients through decision-making, onboarding, and ongoing service, while maintaining CRM records and fostering strong relationships.

The role emphasizes remote work flexibility, client-focused problem solving, and collaboration within a mission-driven team.