Albuquerque, New Mexico, United States · Remote OK
$60k–$70k/yr
Virtual Client Consultant About the Role: Nuvant is hiring a Virtual Client Consultant to help prospective clients explore financial solutions that align with their personal or business goals. In this role, you’ll serve …
Skills: Outbound Calling, Email Communication, Client Relationship Management, Appointment Setting, CRM Software
Virginia Beach, Virginia, United States · Remote OK
$65k–$75k/yr
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 pr…
Skills: Client Communication, Sales, Business Development, Client Services, CRM Management
New Haven, Connecticut, United States · Remote OK
$60k–$75k/yr
Virtual Client Onboarding Representative About the Role: Nuvant is hiring Virtual Client Onboarding Representatives to help new and prospective clients explore financial solutions that align with their personal or busine…
Skills: Client Onboarding, Outbound Calling, CRM Management, Appointment Setting, Active Listening
United States · Remote Solely
$65k–$80k/yr
Remote Client Account Specialist About the Role: Nuvant is seeking Client Account Specialists to join our growing team. In this role, you’ll be the first point of contact for individuals and small businesses exploring fi…
Skills: Communication, Interpersonal Skills, Organization, Time Management, Client Service
United States · Remote Solely
$75k–$85k/yr
Remote Account Associate About the Role We’re looking for a Remote Account Associate to assist individuals and small businesses in exploring tailored financial solutions. In this role, you’ll serve as a reliable point of…
Skills: Client Interaction, Organization, Communication, Relationship Building, CRM Tools
United States · Remote Solely
$65k–$80k/yr
Work From Home Account Manager About the Role Nuvant is seeking Work From Home Account Managers to join our sales team. In this role, you’ll support individuals and small businesses by helping them understand and access …
Skills: Account Management, Sales, Lead Generation, Customer Service, CRM
Annapolis, Maryland, United States · Remote OK
$60k–$75k/yr
Virtual Representative About the Role: Nuvant is hiring Virtual Representatives to help prospective clients explore financial solutions that align with their personal or business goals. In this role, you’ll serve as a ke…
Skills: Outbound Calling, Email Communication, Client Engagement, Needs Analysis, Appointment Setting
Richmond, Virginia, United States · Remote OK
$60k–$75k/yr
Virtual Client Onboarding Representative About the Role: Nuvant is hiring Virtual Client Onboarding Representatives to help new and prospective clients explore financial solutions that align with their personal or busine…
Skills: Client Onboarding, Outbound Calling, CRM Management, Appointment Setting, Active Listening
Arlington, Texas, United States · Remote OK
$70k–$85k/yr
Account Advisor About the Role: We’re hiring 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 m…
Skills: Relationship Building, Problem Solving, Client Outreach, Financial Solutioning, CRM Tools
Virginia Beach, Virginia, United States · Remote OK
$60k–$75k/yr
Account Coordinator About the Role: We’re looking for a motivated and proactive Account Coordinator to play a key role in growing our client base. In this role, you’ll be reaching out to potential clients, understanding …
Skills: Outbound Outreach, Lead Qualification, Needs Assessment, Product Recommendation, Client Onboarding
Phoenix, Arizona, United States · Remote OK
$60k–$75k/yr
Virtual Client Representative About the Role: Nuvant is hiring Virtual Client Representatives to help prospective clients explore financial solutions that align with their personal or business goals. In this role, you’ll…
Skills: Outbound Calling, Client Communication, Appointment Setting, CRM Management, Active Listening
United States · Remote Solely
$75k–$85k/yr
Remote Account Specialist About the Role: We’re looking for Remote Account Specialists to help individuals and small businesses discover financial solutions that fit their goals. In this role, you’ll serve as a trusted a…
Skills: Communication, Interpersonal Skills, Organizational Skills, Account Management, Client Services
United States · Remote Solely
$65k–$80k/yr
Work From Home Account Associate About the Role: We’re looking for motivated and energetic Account Associates with the ability to work from home to join our growing sales team. This role is ideal for individuals seeking …
Skills: Communication, Interpersonal Skills, Organization, Sales, Client Relationship Management
Madison, Wisconsin, United States · Remote OK
$65k–$80k/yr
Business Solutions Representative About the Role: We’re seeking driven professionals to build strong relationships with both individuals and businesses by offering tailored financial solutions that support their goals. Y…
Skills: Relationship Building, Financial Solutions, Strategic Guidance, Client Assessment, Stakeholder Management
Wichita, Kansas, United States · On-site
$65k–$80k/yr
Business Solutions Consultant About the Role: We’re seeking driven professionals to build strong relationships with both individuals and businesses by offering tailored financial solutions that support their goals. You’l…
Skills: Relationship Building, Financial Consulting, Strategic Guidance, Client Assessment, Stakeholder Management
Mesa, Arizona, United States · Remote OK
$55k–$70k/yr
Account Specialist About the Role: Nuvant is seeking Account Specialists to join our team. In this role, you’ll support individuals and small businesses by helping them understand and access personalized financial soluti…
Skills: Inbound Communications, Outbound Communications, CRM, Client Relationship Management, Sales
United States · Remote Solely
$70k–$80k/yr
Remote Client Account Rep About the Role: Nuvant is seeking Client Account Representatives to join our growing team. In this role, you’ll be the first point of contact for individuals and small businesses exploring finan…
Skills: Communication, Interpersonal Skills, Organization, Time Management, Client Service
United States · Remote Solely
$70k–$85k/yr
Remote Account Agent About the Role: We’re looking for ambitious, people-focused individuals who enjoy helping others make confident, informed decisions. As a Remote Account Agent, you’ll guide clients through personaliz…
Skills: Sales, Business Development, Lead Generation, Communication, Interpersonal Skills
Irvine, California, United States · Remote OK
$65k–$75k/yr
Virtual Consultant About the Role: Nuvant is hiring Virtual Consultants to help prospective clients explore financial solutions that align with their personal or business goals. In this role, you’ll serve as a key first …
Skills: Outbound Calling, Email Communication, Client Engagement, Needs Analysis, Appointment Setting
United States · Remote Solely
$60k–$75k/yr
Virtual Sales & Client Onboarding Representative About the Role: Nuvant is hiring Virtual Sales & Client Onboarding Representatives to help new and prospective clients explore financial solutions that align with their pe…
Skills: Outbound Calling, Client Onboarding, CRM Management, Appointment Setting, Active Listening
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. The consultant is responsible for uncovering client goals, recommending next steps, and scheduling follow-up appointments.
Candidates should have a high school diploma or college degree and be confident communicators comfortable in a virtual environment. Previous experience in sales or client-facing roles is considered a plus.
Consultoria em tributação e financas com visão de futuro
Na NUVANT, tornamos o complicado simples – e o simples, estratégico. Somos uma consultoria tributária e financeira criada para transformar desafios técnicos em vantagens competitivas. Nascemos para simplificar a complexidade tributária, otimizar processos e automatizar rotinas, entregando soluções que aumentam a eficiência e liberam seu time para focar no que realmente importa: crescer com segurança. Unimos expertise em finanças, tributação e tecnologia para traduzir normas, leis e cenários econômicos em decisões inteligentes, viáveis e alinhadas ao seu negócio. Com precisão técnica, linguagem acessível e visão de futuro, conectamos tributos à estratégia, entregando clareza, agilidade e vantagem competitiva real. Com a NUVANT, você não apenas cumpre regras — você transforma regras em resultados.
Offices: São paulo, São Paulo, BR
Consultoria em tributação e financas com visão de futuro
Na NUVANT, tornamos o complicado simples – e o simples, estratégico. Somos uma consultoria tributária e financeira criada para transformar desafios técnicos em vantagens competitivas. Nascemos para simplificar a complexidade tributária, otimizar processos e automatizar rotinas, entregando soluções que aumentam a eficiência e liberam seu time para focar no que realmente importa: crescer com segurança. Unimos expertise em finanças, tributação e tecnologia para traduzir normas, leis e cenários econômicos em decisões inteligentes, viáveis e alinhadas ao seu negócio. Com precisão técnica, linguagem acessível e visão de futuro, conectamos tributos à estratégia, entregando clareza, agilidade e vantagem competitiva real. Com a NUVANT, você não apenas cumpre regras — você transforma regras em resultados.
Offices: São paulo, São Paulo, BR