Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Remote Account Advisor

$70k - $85k
Full-time

Nuvant Consulting Group

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
Vacancy posted 9 days ago
Similar jobs that could be interesting for youBased on the Remote Account Advisor in Remote vacancy
  • $50k

     ...Admissions Advisor Join us at Orbis Education and begin a career in helping Nursing students...  ...note, this position will start off 100% remote as we have a new campus being built in...  ...customer service, consultative sales, or account management. You aren't afraid to hustle to... 
    Remote work
    Accounts
    Work at office
    Flexible hours

    Grand Canyon Education, Inc.

    Auburn, WA
    4 days ago
  •  ...Ultimate Medical Academy is seeking a full-time remote Admissions Financial Aid Clerk to assist with the financial aid process and collect...  ...for externship or graduation on options to address their account balances before they leave school. Responsibilities include... 
    Remote work
    Accounts
    Full time

    UMA Education

    United States
    4 days ago
  • $21.31 - $23 per hour

     ...Conducts basic member service and loan functions such as consumer accounts, disputes, account maintenance and unsecured loans or...  ...and digital solutions such as mobile/online banking, bill pay, remote deposit capture and ITM services. Ensures appropriate records... 
    Remote work
    Accounts
    Hourly pay
    Night shift

    PenAir Credit Union

    Foley, AL
    2 days ago
  •  ...relationship for a portfolio of enterprise accounts, the full-time Technical Consultant will...  ...Center and Zoom Virtual Agent, working remotely to ensure customers achieve measurable...  ...responsibilities Serve as the primary technical advisor for enterprise accounts, managing... 
    Remote work
    Accounts
    Full time

    Virtual Vocations Inc

    United States
    1 day ago
  • $22.02 - $25 per hour

     ...Admissions Advisor II Clearwater (CLW) Ultimate Medical Academy is a non-profit healthcare...  ..., Florida. May include a flexible remote schedule for online/virtual...  ...measurable results and hold each other accountable. We think strategically and critically,... 
    Remote work
    Accounts
    Flexible hours
    Afternoon shift

    Ultimate Medical Academy

    Clearwater Beach, FL
    2 days ago
  • Blue Yonder is seeking a Sr. Technical Account Advisor to partner with enterprise SaaS customers, maintaining healthy environments and driving value from solutions. You will coordinate with success, support, product, sales, and engineering while guiding customers through... 
    Remote job
    Accounts

    JDA Software

    Dallas, TX
    4 days ago
  • Nuvant Consulting Group is seeking a Virtual Account Advisor to connect with individuals exploring financial services, guide them through...  ...solutions that meet their personal or business goals. In this remote role, you’ll engage leads via calls, emails, and digital channels... 
    Remote job
    Accounts

    Nuvant Consulting Group

    Houston, TX
    3 days ago
  • $175k - $187k

     ...Principal Technical Advisor Latitude is a growing Service-Disabled Veteran Owned (SDVOSB...  .... We believe in adopting and growing a remote work-from-home culture wherever possible...  ...Assistance Program (EAP) ~ Commuter Benefits Program ~ Health Savings Account (HSA)... 
    Remote work
    Accounts
    Contract work
    Work from home

    Latitude IT Solutions

    United States
    10 hours ago
  • $134.79k - $229.59k

     ...TRUST ADVISOR WHAT IS THE OPPORTUNITY? Focus is to avail COIs, bank clients, and prospects...  ...in estate and personal trust accounts (testamentary and intervivos trusts), Charitable...  .... Unless otherwise indicated as fully remote, reporting into a designated City National... 
    Remote work
    Accounts
    Work at office
    Local area

    City National Bank

    New York, NY
    1 day ago
  • Orbis Education is seeking an Admissions Advisor to guide nursing students through the admissions...  ...to day one. This role begins 100% remote while a new campus is built in Auburn, WA...  ...and experience in consultative sales or account management, plus proficiency with CRM tools... 
    Remote job
    Accounts

    Orbis Education

    Auburn, WA
    3 days ago
  •  ...sales leadership, client relationship management, and risk assessment across a remote-friendly work environment.The ideal candidate has strong financial acumen, 2+ years in finance/sales/account management, and willingness to travel extensively (over 75%).J-18808-Ljbffr
    Remote work
    Accounts

    Westlake Services, LLC

    United States
    4 days ago
  •  ...Partner - Retail to serve as trusted strategic advisor to a portfolio of retail customers. You...  ...investments. You will collaborate with Account Managers and Technical Account Managers...  ...expansion opportunities. This role is US-Remote with travel up to 50%. #J-18808-Ljbffr JDA... 
    Remote job
    Accounts

    JDA Software

    Scottsdale, AZ
    2 days ago
  •  ...serving as the Credit Union’s lead personal advisor including handling member transactions...  ...Member Service Skills : Manages member accounts in a manner that ensures that the member...  ...ability necessary for this position.    Remote Work Eligibility  Position is fully Onsite... 
    Remote work
    Accounts
    Live out

    Community Choice Credit Union

    Redford, MI
    24 days ago
  • Description Summary The Trust Advisor III (TA III) is a member of the Huntington Private Bank...  ...team responsible for administration of accounts where the bank serves in a fiduciary...  ...strong community, and do their best work. Remote roles will also have the opportunity to come... 
    Remote work
    Accounts
    Bank staff
    Work at office
    Work from home
    Flexible hours

    Huntington Bancshares, Inc.

    Columbus, OH
    3 days ago
  •  ...by helping members, partners, and financial professionals with account questions, policy guidance, and plan benefits. You’ll sharpen your...  ...long-term career growth. Hybrid work arrangement (office and remote). Start dates in November or December 2025. Background check,... 
    Remote work
    Accounts
    Weekly pay
    Full time
    Contract work
    Work at office
    Work from home

    Tailored Management

    Columbus, OH
    1 day ago
  •  ...Services Technical Consultant, (COBOL / ARP-SMS) Location: Remote / Berkeley Heights, NJ Employment Type: Full-time About the...  ...development, maintenance, and support of critical check positive pay and account reconciliation systems powered by Fiserv ARP/SMS (Account... 
    Remote work
    Accounts
    Daily paid
    Full time
    Work experience placement

    Infinite Computer Solutions

    Berkeley Heights, NJ
    1 day ago
  • Description Summary The Trust Advisor II, as part of Huntington’s Private Client Group (PCG...  ...of assigned Wealth & Investment accounts of moderate to high complexity including...  ...strong community, and do their best work. Remote roles will also have the opportunity to come... 
    Remote work
    Accounts
    Work at office
    Work from home
    Flexible hours

    Huntington

    Columbus, OH
    3 days ago
  •  ...A nonprofit fundraising consultancy is seeking an Account Manager to lead multi-channel direct response fundraising initiatives. This...  ...solid understanding of fundraising strategies. Flexibility in remote work, with an emphasis on the Eastern and Central time zones, is... 
    Remote work
    Accounts

    DickersonBakker

    United States
    3 days ago
  •  ...make that expansion seamless for every Advisor we serve. The Advisor Operations Associate...  ...role can be in our Birmingham office or remote. If in  Birmingham, AL , our office...  ...through to resolution.  Hold the custodian accountable on open items while maintaining a... 
    Remote work
    Accounts
    Full time
    Temporary work
    Work at office
    Home office
    Flexible hours

    Rfg Advisory

    Nashville, TN
    a month ago
  •  ...Financial Planner will manage client data entry, account setup, and analysis for retirement income plans while working remotely within the United States. Key...  ...retirement and tax analyses Prepare materials for advisor meetings and flag any inconsistencies in data... 
    Remote work
    Accounts
    Full time

    Virtual Vocations Inc

    United States
    1 day ago
  •  ...deployment of IoT solutions for Enterprise customers, the full-time remote Enterprise Implementation Consultant will ensure successful...  ...plans and track implementation progress, product adoption, and account health Adapt implementation approaches and training based on... 
    Remote work
    Accounts
    Full time

    Virtual Vocations Inc

    United States
    2 days ago
  • $90k - $120k

     ...experienced, highly ethical, intellectually curious Associate Advisor who can step into a trusted role and relieve the...  ...operations, client service, or brokerage/advisory account support. This position is permanently remote. This position is open to candidates in Pacific or... 
    Remote work
    Accounts
    Work from home

    The Strategic Implementer

    Los Gatos, CA
    4 days ago
  •  ...Providing customer service and product support remotely, the full-time Technical Support Product Advisor will assist homeowners with inquiries, troubleshoot issues...  ...activities including order entry, sales, and account reconciliation Diagnose and resolve customer inquiries... 
    Remote work
    Accounts
    Full time

    Virtual Vocations Inc

    United States
    1 day ago
  •  ...Specialist, Title: Communications Specialist Location: Remote Job Type: Contract Support the Corporate...  ...experience in project management, communications operations, agency account management, marketing operations, or a similar cross-functional... 
    Remote work
    Accounts
    Contract work
    Work at office

    The Judge Group

    San Francisco, CA
    16 hours ago
  •  ...seeking a Capacity Portfolio Representative to blend inside sales, account management and operations, building carrier relationships and...  ...growth. The role is hybrid: four days in-office with one remote day, with a base salary plus monthly bonuses and #J-18808-Ljbffr... 
    Remote work
    Accounts
    Work at office

    C.H. Robinson

    Phoenix, AZ
    2 days ago
  • $10k

     ...technical teams. You'll be partnering with Customer Activation & Account Management teams to identify, prioritize and build financial...  ...multi-ERP, and global financial environments Act as a technical advisor to customers and Ramp's internal teams while supporting high-... 
    Remote work
    Accounts
    Full time
    Work at office
    Home office
    Relocation package
    Flexible hours

    Paribus (Ramp)

    United States
    2 days ago
  •  ...technology solutions. More info here: Job Location: Seattle or Remote Reports To: CEO Job Description Polaris Payments is seeking a Payment Processing Advisor with a successful track record in sales and account management. This Advisor will be responsible for consulting... 
    Remote work
    Accounts
    Work at office

    Polaris Payments LLC

    Seattle, WA
    2 days ago
  • $28 per hour

     ...$28.00 JOB SUMMARY: The Career Advisor is responsible for delivering comprehensive...  ...commuter benefits, flexible healthcare spending account, and a mental health + wellbeing employee...  ...misleading email accounts, conducting remote "interviews," and making artificial job... 
    Remote work
    Accounts
    Full time
    Local area
    Flexible hours

    Goodwill San Francisco Bay

    San Francisco, CA
    16 hours ago
  • $90k - $125k

     ...to work directly alongside experienced advisors, build trusted client relationships, and...  ...financial planning support Open new investment accounts and assist with account administration...  ...Ability to work independently in a remote environment after training Candidates currently... 
    Remote work
    Accounts
    Flexible hours

    Boutique Recruiting

    Lakeside, MT
    3 days ago
  • $53k - $58k

     ...Career Advisor Hot Job SSC at Franklin K Lane - Brooklyn, NY 11208; SSC at Jefferson...  ...training access plans with students taking into account interests, skills, and long-term job...  ...training and employer locations. Some remote hours may be permitted. CYPRESS HILLS... 
    Remote work
    Accounts
    Full time
    Internship
    Work at office
    Local area
    Shift work

    Cypress Hills Local Development

    Brooklyn, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Remote Account Advisor. Be the first to apply!