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Nuvant Consulting Group

Remote Account Advisor

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

The role involves engaging with clients to understand their financial goals and recommending tailored solutions. You will also be responsible for guiding clients through onboarding, maintaining CRM records, and providing ongoing service.

Remote Account Advisor

About the Role:

We’re hiring Remote 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 remote 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 remotely and 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 remote team environment
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