Strategic Financial Solutions Consultant

Nuvant Consulting Group

San Jose (CA)

On-site

USD 70,000 - 90,000

Full time

4 days ago

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Benefits offered by this job

Competitive base salary

Performance-based bonuses

Comprehensive benefits (medical, dent,

401k and PTO

Job summary

Nuvant Consulting Group is seeking a Business Solutions Consultant to forge relationships with individuals and businesses by offering tailored financial solutions that align with client goals. You will work closely with clients to understand needs and provide strategic guidance, delivering value through personalized support.

The role emphasizes strong communication, active listening, and a consultative approach.

Qualifications

High school diploma or a college degree is preferred.
Excellent communication and interpersonal skills.
Strong ability to listen, assess needs, and offer solutions.
Self-starter with a results-oriented mindset and a 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.