Remote Financial Solutions Advisor

Nuvant Consulting Group; Houston (TX); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

401k

Paid time off

Flexible work-from-home

Advancement opportunities

Collaborative team environment

Job summary

Nuvant Consulting Group is hiring an Account Advisor to help individuals and small businesses with tailored financial solutions. You’ll be a trusted point of contact, guiding clients through onboarding and ongoing service while understanding their goals and decision processes.

The role emphasizes relationship-building, problem-solving, and a flexible work-from-home schedule, with opportunities to grow within a collaborative, mission-driven team.

Qualifications

• 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.

Skills

Communication

Relationship building

Independent work

Sales experience

Education

High school diploma or college degree

Job description

Nuvant Consulting Group is hiring an Account Advisor to help individuals and small businesses with tailored financial solutions. You’ll be a trusted point of contact, guiding clients through onboarding and ongoing service while understanding their goals and decision processes.

The role emphasizes relationship-building, problem-solving, and a flexible work-from-home schedule, with opportunities to grow within a collaborative, mission-driven team.