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Nuvant Consulting Group

Account Advisor

Posted a day ago
United States
$70000 - $85000 per year
0-2 years experience
crm communication onboarding hiring client-service
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AI Summary

Engage with new and prospective clients to understand their financial goals and provide tailored solutions. Maintain accurate records in CRM tools and support clients through onboarding and regular check-ins.

Account Advisor

About the Role:

We’re hiring Account Advisors to help individuals and small businesses with tailored financial solutions. You’ll serve as a trusted point of contact, helping clients navigate options and make confident decisions. This is an excellent opportunity for professionals who enjoy relationship-building, problem-solving, and work flexibility.

Core 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
Qualifications
  • High school diploma or college degree preferred
  • Strong communication and relationship-building skills
  • Comfortable working independently
  • Experience in client service or sales is a plus but not required

What We Offer
  • Competitive base salary plus performance-based bonuses and incentives.
  • Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
  • Flexible work-from-home schedule
  • Advancement opportunities with a growing company
  • A collaborative, mission-driven team environment
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