Virtual Account Advisor
About the Role:
Nuvant is seeking Virtual Account Advisors to join our growing team. In this role, you’ll connect with individuals exploring financial services, guide them through the discovery process, and recommend tailored solutions that support their personal or business goals.
Core Responsibilities- Engage with new leads through calls, emails, and digital platforms
Determine client goals and recommend the best-fit services and solutions
Educate clients on next steps and facilitate a seamless onboarding process
Track all outreach activity and manage follow-up communication in CRM
Build long-term client rapport and ensure satisfaction
Qualifications- High school diploma or college degree preferred
Excellent verbal and written communication skills
Confidence in client-facing conversations and guiding people toward decisions
Prior experience in sales, business development, or client services a plus
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 scheduling options with the ability to work from home
Comprehensive training and onboarding
Opportunities for growth and advancement
Nuvant Consulting Group is a financial services company that provides tailored financial solutions to individuals and small businesses. The company positions itself as a client-focused organization that helps clients navigate financial options and make informed decisions through personalized guidance. Nuvant operates a remote-based model, connecting prospective clients with account advisors, account associates, and virtual consultants who serve as trusted points of contact throughout the client journey. The company emphasizes a mission-driven approach centered on understanding each client's unique financial goals and recommending solutions that align with their needs.
