Virtual Account Advisor

About the role

Nuvant is seeking Virtual Account Advisors to join their 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

• A 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