Remote Financial Solutions Advisor

Nuvant Consulting Group; United States; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Bonuses and incentives

Comprehensive benefits (medical, denal

Vision, 401(k)

Paid time off

Job summary

Nuvant Consulting Group is seeking a Remote Account Executive to help individuals and small businesses discover financial solutions aligned with their goals. You will act as a trusted advisor, build meaningful client relationships, and guide clients toward the right financial path in a flexible, remote setting.

Responsibilities include contacting clients, understanding goals, onboarding, maintaining CRM records, and collaborating with internal teams to ensure client success.

Qualifications

• Excellent communication and interpersonal skills.
• Strong organizational skills and ability to manage multiple client accounts.
• Comfortable working independently in a remote environment.
• Prior experience in account management, client services, or sales is a plus.

Responsibilities

• Connect with prospective and existing clients through calls, emails, and follow-ups.
• Learn about each client’s goals and provide personalized recommendations.
• Support clients through onboarding and ensure smooth product setup.
• Maintain accurate and detailed client records in CRM systems.
• Conduct periodic check-ins to provide ongoing support and strengthen relationships.
• Collaborate with internal teams to ensure client satisfaction and success.

Skills

Communication

Interpersonal skills

Organization

Remote work independence

Sales/account management experience

Education

High school diploma

College degree preferred

Job description

Nuvant Consulting Group is seeking a Remote Account Executive to help individuals and small businesses discover financial solutions aligned with their goals. You will act as a trusted advisor, build meaningful client relationships, and guide clients toward the right financial path in a flexible, remote setting.

Responsibilities include contacting clients, understanding goals, onboarding, maintaining CRM records, and collaborating with internal teams to ensure client success.