Remote Account Advisor — Client Solutions & Growth

Nuvant Consulting Group; Providence (RI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Base salary + bonuses

Benefits package

Flexible remote schedule

Advancement opportunities

Collaborative team

Job summary

Nuvant Consulting Group is seeking an Account Advisor to support individuals and small businesses with tailored financial solutions. You will act as a trusted contact, guiding clients through decision-making, onboarding, and ongoing service in a flexible, remote-friendly environment.

The role emphasizes relationship-building, problem-solving, and independent work within a collaborative team. A base salary with bonuses and a comprehensive benefits package is offered.

Qualifications

• High school diploma or college degree preferred.
• Strong communication and relationship-building skills.
• Comfortable working 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.

Education

High school diploma or college degree preferred

Job description

Nuvant Consulting Group is seeking an Account Advisor to support individuals and small businesses with tailored financial solutions. You will act as a trusted contact, guiding clients through decision-making, onboarding, and ongoing service in a flexible, remote-friendly environment.

The role emphasizes relationship-building, problem-solving, and independent work within a collaborative team. A base salary with bonuses and a comprehensive benefits package is offered.