Virtual Account Advisor

Full-time

Nuvant Consulting Group

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

Apply

Vacancy posted 5 days ago

Similar jobs that could be interesting for youBased on the Virtual Account Advisor in Lexington, KY vacancy

Licensed Nursing Home Administrator
...Customer Focus, Develop Talent, Drives Vision & Purpose, Ensures Accountability, Communicates Effectively and provides Strategic Results.... ...! ~ Medical, Dental & Vision Coverage ~ First Stop Health Virtual Healthcare ~401(k) & Roth 401(k) ~ Company-Paid & Voluntary...
Virtual
Accounts
Local area
Relocation
Flexible hours
Signature HealthCARE of Terre Haute
Lexington, KY
4 days ago
Accounting & Financial Outsourcing Consultant - Equine
...leading professional services firm spanning certified public accounting, business advisory, and technology solutions. We are your partners... ...share knowledge with other team members.Work with a Career Advisor to establish professional goals, pursue development opportunities...
Accounts
Full time
Work at office
Flexible hours
Dean Dorton
Lexington, KY
1 day ago
Entry Level - Financial Planner
...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals... ...Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for...
Virtual
Work experience placement
Work at office
Local area
Flexible hours
Equitable Advisors LLC
Lexington, KY
1 day ago
Registered Nurse (RN)
...being, including: ~ Medical, Dental & Vision Coverage ~ First Stop Health Virtual Healthcare ~401(k) & Roth 401(k) ~ Company-Paid & Voluntary Life Insurance ~ Health Savings Account (HSA) & Flexible Spending Account (FSA) ~ Paid Time Off (PTO) & Holiday Incentive...
Virtual
Accounts
Full time
Part time
Work at office
Flexible hours
Shift work
Signature HealthCARE KY, Lexington
Lexington, KY
5 days ago
Remote Financial Protection Representative
...Virtual Consultant Role You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene. What comes with the seat No cold calling Qualified-interest pipeline Performance...
Virtual
Remote job
Work from home
AOGarcia
Lexington, KY
4 days ago
Speech Language Pathologist (SLP)
...being, including: ~ Medical, Dental & Vision Coverage ~ First Stop Health Virtual Healthcare ~401(k) & Roth 401(k) ~ Company-Paid & Voluntary Life Insurance ~ Health Savings Account (HSA) & Flexible Spending Account (FSA) ~ Paid Time Off (PTO) & Holiday...
Virtual
Accounts
Flexible hours
Signature Healthcare of East Louisville
Lexington, KY
3 days ago
Speech Language Pathologist (SLP)
...being, including: ~ Medical, Dental & Vision Coverage ~ First Stop Health Virtual Healthcare ~401(k) & Roth 401(k) ~ Company-Paid & Voluntary Life Insurance ~ Health Savings Account (HSA) & Flexible Spending Account (FSA) ~ Paid Time Off (PTO) & Holiday Incentive...
Virtual
Accounts
Flexible hours
Spring City Care and Rehab Center
Lexington, KY
4 days ago
Transportation Aide
$17.01 per hour
...being, including: ~ Medical, Dental & Vision Coverage ~ First Stop Health Virtual Healthcare ~401(k) & Roth 401(k) ~ Company-Paid & Voluntary Life Insurance ~ Health Savings Account (HSA) & Flexible Spending Account (FSA) ~ Paid Time Off (PTO) & Holiday...
Virtual
Accounts
Flexible hours
Signature Healthcare of East Louisville
Lexington, KY
3 days ago
Hospitality Aide
$13.6 - $15.94 per hour
...being, including: ~ Medical, Dental & Vision Coverage ~ First Stop Health Virtual Healthcare ~401(k) & Roth 401(k) ~ Company-Paid & Voluntary Life Insurance ~ Health Savings Account (HSA) & Flexible Spending Account (FSA) ~ Paid Time Off (PTO) & Holiday...
Virtual
Accounts
Work experience placement
Flexible hours
Signature Healthcare of East Louisville
Lexington, KY
3 days ago
Physical Therapist (PT)
...being, including: ~ Medical, Dental & Vision Coverage ~ First Stop Health Virtual Healthcare ~401(k) & Roth 401(k) ~ Company-Paid & Voluntary Life Insurance ~ Health Savings Account (HSA) & Flexible Spending Account (FSA) ~ Paid Time Off (PTO) & Holiday...
Virtual
Accounts
Flexible hours
Weekend work
Spring City Care and Rehab Center
Lexington, KY
4 days ago
Transportation Aide
$17.01 per hour
...being, including: ~ Medical, Dental & Vision Coverage ~ First Stop Health Virtual Healthcare ~401(k) & Roth 401(k) ~ Company-Paid & Voluntary Life Insurance ~ Health Savings Account (HSA) & Flexible Spending Account (FSA) ~ Paid Time Off (PTO) & Holiday...
Virtual
Accounts
Temporary work
Flexible hours
Signature HealthCARE
Lexington, KY
3 days ago
Sales Associate
...to our success, and we are proud of our highly competitive package. Medical Benefits Health Savings Account (HSA) Medica Value-Added Services Virtual Care Dental Insurance Vision Insurance 401(k) Retirement Plan 401(k) Matching Employee Discount...
Virtual
Accounts
The Tile Shop
Lexington, KY
3 days ago
Line Cook
...Pasta to 30437 you will opt-in to receive hiring messages and account related messages from Carrabba's Italian Grill. Text HELP for... ...window will open where you can complete your application with the help of our virtual assistant Tony. We look forward to hearing from you!
Virtual
Accounts
Carrabba's Italian Grill
Lexington, KY
2 days ago
Accounting Manager
...Accounting Manager- Tandem Hospitality GroupFull-Time, ExemptReports To: Vice President of Finance In Office Role Lexington, Ky 40503... ...office-based and requires regular computer use, participation in virtual and in-person meetings, and occasional travel to hotel...
Virtual
Accounts
Temporary work
Work experience placement
Work at office
Flexible hours
Tandem Hospitality Group, LLC
Lexington, KY
1 day ago
Hotel Regional Director of Sales - Remote (USA)
...Desk staff by sharing best practices and peer to peer coaching.Accountable for driving ROI for hotel partners while achieving revenue... ...environment.Ability to work at a computer and participate in virtual meetings for extended periods.Reside in the United States and...
Virtual
Accounts
Temporary work
Work at office
Local area
Remote work
Work from home
Gillis Sales
Lexington, KY
1 day ago
Hospitality Aide
$13.6 - $15.94 per hour
...being, including: ~ Medical, Dental & Vision Coverage ~ First Stop Health Virtual Healthcare ~401(k) & Roth 401(k) ~ Company-Paid & Voluntary Life Insurance ~ Health Savings Account (HSA) & Flexible Spending Account (FSA) ~ Paid Time Off (PTO) & Holiday Incentive...
Virtual
Accounts
Work experience placement
Flexible hours
Signature HealthCARE
Lexington, KY
2 days ago
Remote Customer Support Specialist
$16 per hour
Consumer Cellular is hiring a Virtual Customer Representative in Lexington, KY, offering fully remote work with equipment provided. You... ...handle calls from the USA, troubleshoot cellular, billing, and account questions, and guide customers through steps while using...
Virtual
Accounts
Remote job
Full time
Part time
Home office
Flexible hours
Shift work
Consumer-Cellular
Lexington, KY
2 days ago
Staff Accountant
.... Opportunity The Big Ass family is growing! The Staff Accountant position, reporting to the Global Controller, is a key member... ...questions you may have. # Hiring Manager Interview: This will be a virtual interview with the Big Ass Fans Global Controller, and you'll...
Virtual
Accounts
Full time
Summer work
Work at office
Local area
Immediate start
1 day per week
Big Ass Fans
Lexington, KY
a month ago
Personal Banker
...work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive...
Accounts
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC Financial Services Group
Lexington, KY
2 days ago
Certified Nursing Assistant (CNA)
...being, including: ~ Medical, Dental & Vision Coverage ~ First Stop Health Virtual Healthcare ~401(k) & Roth 401(k) ~ Company-Paid & Voluntary Life Insurance ~ Health Savings Account (HSA) & Flexible Spending Account (FSA) ~ Paid Time Off (PTO) & Holiday Incentive...
Virtual
Accounts
Flexible hours
Signature HealthCARE
Lexington, KY
4 days ago
Sales Executive - HR Solutions
...within your existing client baseBalance account growth with targeted prospecting to drive... ...consultative role where you operate as a trusted advisor, not a transactional sellerOpportunity to... ...rewards, including medical coverage, virtual wellness classes, tuition reimbursement,...
Virtual
Accounts
Full time
Contract work
Part time
Internship
Local area
Flexible hours
Paychex
Lexington, KY
4 days ago
Registered Nurse (RN)
$40.44 per hour
...being, including: ~ Medical, Dental & Vision Coverage ~ First Stop Health Virtual Healthcare ~401(k) & Roth 401(k) ~ Company-Paid & Voluntary Life Insurance ~ Health Savings Account (HSA) & Flexible Spending Account (FSA) ~ Paid Time Off (PTO) & Holiday...
Virtual
Accounts
Full time
Temporary work
Work at office
Immediate start
Relocation package
Flexible hours
Shift work
Day shift
Signature HealthCARE
Lexington, KY
4 days ago
Account Executive III, Marketplace Sales
...Account Executive III, Marketplace Sales Lexington, KY Xometry (NASDAQ: XMTR) powers the industries of today and tomorrow by connecting... ...to travel up to 5% of the time High proficiency with virtual meetings and presentations with customers Proficiency in programs...
Virtual
Accounts
Work at office
Xometry
Lexington, KY
4 days ago
Patient Financial Services Representative
Job Summary Responsible for managing moderate-complexity patient account activities to optimize reimbursement and reduce accounts receivable. Provides expertise in billing, follow-up, collections, and/or denials resolution to improve financial outcomes. Ensures accuracy...
Accounts
Contract work
Part time
Work experience placement
Relief
Internship
BBSS Beyond Blue
Lexington, KY
2 days ago
Relationship Banker - Lexington Financial Center
...or finance Skills Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development...
Accounts
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Lexington, KY
2 days ago
Account Manager
...Account ManagerCorpay is currently looking to hire an Account Manager within our Corpay Lodging division. This position falls under our... ...into our 401k plan (subject to eligibility requirements)Virtual fitness classes offered company-wideRobust PTO offerings including...
Virtual
Accounts
Currently hiring
Work at office
Local area
Corpay
Lexington, KY
3 days ago
Account Executive - Home Health
$5,000 per month
...Adoration Home Health is seeking a passionate, dedicated Home Health Account Executive to join our team in Lexington, MS . Our Home Health... ...Access to wellness and discount programs such as Noom, SkinIO (Virtual Skin Cancer Screening), childcare, gym memberships, pet...
Virtual
Accounts
Full time
Work at office
Flexible hours
BrightSpring Health Services
Lexington, KY
6 days ago
Business Sales Account Executive
$8k
...continuously hunting and prospecting for new business or growing existing accounts, you'll consult with customers to identify their business... ...media, etc.Strong presentation skills in a face to face and virtual environment.Experience in building and maintaining business...
Virtual
Accounts
Full time
Temporary work
Part time
Work experience placement
Shift work
Verizon
Lexington, KY
4 days ago
Account Manager
...What We Need Corpay is currently looking to hire an Account Manager within our Corpay Lodging division. This position falls under... ...enrollment into our 401k plan (subject to eligibility requirements) Virtual fitness classes offered company-wide Robust PTO offerings...
Virtual
Accounts
Currently hiring
Work at office
Local area
Corpay
Lexington, KY
4 days ago
Relationship Banker 1- Lexington KY Reynolds Rd Meijer
$20 - $23 per hour
...client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on...
Accounts
Temporary work
U.S. Bancorp
Lexington, KY
6 days ago

Do you want to receive more vacancies?

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