Virtual Account Advisor
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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 …
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