Strategic Financial Solutions Advisor

Nuvant Consulting Group; Hartford (CT); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Comprehensive benefits package

Mentorship and training

Career advancement opportunities

Job summary

Nuvant Consulting Group is seeking a Business Solutions Advisor to build strong relationships with individuals and businesses by offering tailored financial solutions. You’ll work closely with clients to understand goals and deliver value through personalized support.

You’ll collaborate with internal teams, stay current on industry trends, and guide clients through onboarding and ongoing service, with a focus on growth and client satisfaction.

Qualifications

• Strong communication and interpersonal skills.
• Ability to listen and assess needs.
• Experience in a client-facing or consultative role.

Responsibilities

• Identify potential clients and assess their goals, challenges, and needs.
• Build lasting partnerships with decision-makers and key stakeholders.
• Stay current on trends, tools, and developments that may impact client strategies.
• Communicate with clients via phone, email, video calls, and online messaging.
• Recommend personalized financial solutions and services based on client feedback and data.
• Onboard clients smoothly and provide ongoing support.
• Collaborate with internal teams to continuously improve client experience.

Skills

Excellent communication

Interpersonal skills

Active listening

Client-facing experience

Self-starter / results-oriented

Growth mindset

Education

High school diploma or college degree

Job description

Nuvant Consulting Group is seeking a Business Solutions Advisor to build strong relationships with individuals and businesses by offering tailored financial solutions. You’ll work closely with clients to understand goals and deliver value through personalized support.

You’ll collaborate with internal teams, stay current on industry trends, and guide clients through onboarding and ongoing service, with a focus on growth and client satisfaction.