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 make confident decisions. This is an excellent opportunity for professionals who enjoy relationship-building, problem-solving, and 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 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 team environment