Account-Advisor, Financial-Advisor, Client-Services-Representative Jobs

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

Originally posted on Himalayas

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

Originally posted on Himalayas