Remote Client Advisor — Financial Solutions & Growth

Nuvant Consulting Group; United States; Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Bonuses

Medical coverage

Dental coverage

Vision coverage

401k

Paid time off

Remote work flexibility

Job summary

Nuvant Consulting Group is seeking a Remote Account Advisor to support individuals and small businesses with tailored financial solutions. You’ll serve as a trusted point of contact, helping clients navigate options and make confident decisions.

This role emphasizes relationship-building, problem-solving, and remote work flexibility with opportunities for career advancement in a growing team.

Qualifications

• Strong communication and relationship-building skills.
• 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

Sales experience

Education

High school diploma

College degree preferred

Job description

Nuvant Consulting Group is seeking a Remote Account Advisor to support individuals and small businesses with tailored financial solutions. You’ll serve as a trusted point of contact, helping clients navigate options and make confident decisions.

This role emphasizes relationship-building, problem-solving, and remote work flexibility with opportunities for career advancement in a growing team.