Strategic Financial Solutions Advisor

Nuvant Consulting Group; Nashville (TN); On-site; USD 60,000 - 85,000; Full time

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 will understand client needs, provide strategic guidance, and deliver ongoing support through multiple communication channels.

You will collaborate with internal teams, stay informed on market trends, and contribute to a seamless onboarding experience while helping clients achieve their goals.

Qualifications

• Strong communication and interpersonal skills.
• Ability to listen, assess needs, and offer solutions.
• Self-starter with a results-oriented mindset and desire to grow.
• Experience in a client-facing or consultative role preferred.

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.
• Act as a trusted resource by providing a seamless onboarding process and ongoing support.
• Collaborate with internal teams to continuously improve client experience.

Skills

Communication skills

Interpersonal skills

Active listening

Consultative selling

Client-facing experience

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 will understand client needs, provide strategic guidance, and deliver ongoing support through multiple communication channels.

You will collaborate with internal teams, stay informed on market trends, and contribute to a seamless onboarding experience while helping clients achieve their goals.