Account Advisor

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

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

Requirements*

• 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