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

Client Solutions Advisor

Prosperity Tax Advisors

Client Solutions Advisor Department: Client Advisory | Location: Remote Unlimited Earning Potential | Performance-Based Pay | Build Your Own Wealth Who We Are We're not in the business of just filing tax returns—we're in the business of building generational wealth for our clients. Our firm is obsessed with proactive tax and wealth strategies that save business owners and high-net-worth individuals serious money while positioning them for long-term financial success. Who You Are You're not looking for just another job—you're looking for an opportunity to create massive value and, in turn, reap massive rewards . You thrive on: Active Listening & Problem-Solving – You know how to ask the right questions, uncover hidden needs, and position the best solutions. Delivering High Value – You don't just check the box; you focus on real impact. You understand the metrics that drive business success and how to optimize them. Quick Learning & Adaptability – You absorb new information fast and apply it immediately. You're coachable and eager to master wealth-building strategies. Ownership Mentality – You take initiative, track your own success, and continuously push for higher performance. High Performance & High Reward – You believe that your earning potential should match your impact. The more value you drive, the more you make—simple as that. What You'll Do As a Client Solutions Advisor , you'll be the first point of contact for prospective clients, helping them unlock powerful tax and wealth-building strategies. You will: Engage High-Value Prospects – Identify and connect with business owners and high-net-worth individuals who can benefit from our services. Listen, Advise, and Drive Action – Conduct deep-dive discovery calls to understand client needs and tailor solutions that maximize their financial gains. Optimize Performance – Track key metrics, identify opportunities for efficiency, and continuously improve your approach. Maximize Your Own Wealth – Your earnings are directly tied to the results you drive . The better you perform, the bigger your financial rewards. Collaborate with Experts – Work closely with tax strategists and wealth advisors to ensure seamless execution of high-value solutions. What's In It for You? Uncapped Earnings – Your effort = your income. Competitive base + aggressive performance-based incentives. 100% Remote – Work from anywhere, but with full support and collaboration. Unlimited PTO – Take time when you need it. We care about results, not clock-punching. 401(k) with Company Contributions – Because we believe in wealth-building too. A Fast-Growing Firm That Rewards Hustle – No corporate red tape, just real opportunities to make an impact. Ready to Take Control of Your Financial Future? If you're hungry to learn, optimize, and build wealth by delivering real results , we want to hear from you. Apply today —your next big opportunity starts now. #J-18808-Ljbffr

Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Client Solutions Advisor in New York, NY vacancy
  •  ...Remote Client Solutions Advisor (Will Train) Now Hiring: Purpose-Driven Professionals Who Want More Than Just a Job At The Ryan Miller Agency , we believe work should matter. We’re a values-centered organization dedicated to helping individuals and families protect what... 
    Suggested
    Immediate start
    Remote work

    Ryan Miller Agency

    New York, NY
    7 hours ago
  • A financial consulting firm is looking for Remote Client Advisors to assist individuals and small businesses with personalized financial solutions. In this role, you will initiate contact with clients, assess their needs, and recommend suitable services. Strong communication... 
    Suggested
    Remote job
    Flexible hours

    Nuvant Consulting Group

    New York, NY
    4 days ago
  • JPMorganChase is looking for a Financial Advisor to enhance the financial well-being of clients while supporting teammates and fostering diversity within the...  ...of business and delivering personalized investment solutions to clients with a focus on relationship management.... 
    Suggested

    JPMorganChase

    New York, NY
    1 day ago
  • Arcanaanalytics is seeking a Client Solutions / Support Associate in New York. This role involves addressing client inquiries, resolving issues around portfolio analytics, and ensuring successful onboarding for hedge funds and asset managers. The ideal candidate will have... 
    Suggested
    Remote job

    Arcanaanalytics

    New York, NY
    2 days ago
  • A values-centered organization is seeking a Remote Client Solutions Advisor to help individuals and families with their financial protection needs. This role offers the chance to build long-term relationships with clients while receiving full training and mentorship. Ideal... 
    Suggested
    Remote job

    Ryan Miller Agency

    New York, NY
    4 days ago
  •  ...seeking a Relationship Banker to represent our brand with hospitality, consulting clients on financial needs and leveraging digital tools. You will build lasting relationships and deliver solutions that simplify clients' lives while upholding risk and regulatory standards.... 

    JPMorgan Chase & Co.

    New York, NY
    1 day ago
  • $110k - $150k

    We are seeking a dynamic and analytical individual to join our team as an Analyst for the Head of Client Advisor Solutions. The ideal candidate will possess strong presentation skills, adeptness in working with and manipulating data sets, and a proactive, self-starting... 
    Temporary work
    Work experience placement
    Work at office
    Remote work

    Bessemer Trust

    New York, NY
    3 days ago
  •  ...looking for Sales Specialists to assist customers in realizing their project ideas. Candidates will provide product options, recommend solutions, and help with installations. Responsibilities include guiding customers through the shopping experience, meeting sales goals, and... 
    Full time

    The Home Depot

    New York, NY
    1 day ago
  • ABOUT POWER FACTORS Power Factors is a software and solutions provider leading the next generation of clean energy with Unity, one of the most extensive and widely deployed renewable energy management suites (REMS) in the market. With over 300 GW of wind, solar, and energy... 
    Work at office
    Work from home
    Worldwide
    Flexible hours

    Power Factors

    New York, NY
    5 days ago
  •  .... You will support the sales team and customers by combining deep product knowledge with a consultative approach to multi-product solutions. Reporting to the Business Segment Manager, you will develop expert knowledge of product lines, provide technical support to customers... 

    Kurt J. Lesker Company

    New York, NY
    2 days ago
  • $170k - $210k

     ...Position Overview Job Title Listed Derivatives Execution Solutions – Client Facing Product & Solutions Specialist Corporate Title Vice President Location New York, NY Overview Deutsche Bank’s Listed Derivatives Execution Solutions (LDES) team supports... 
    Full time
    Work at office
    Work from home
    New York, NY
    19 days ago
  • Bank of America is seeking a client-focused financial advisor in the United States. The role provides comprehensive advice and customized solutions to help clients reach their financial goals, triaging leads, referring to partners, and reviewing goals with clients to recommend... 

    Bank of America

    New York, NY
    5 days ago
  • Within the J.P. Morgan Private Bank, the Cross Asset Solutions team of specialists works seamlessly with Private Bank and Wealth Management advisors, strategists, and our cross asset trading partners to help our clients assess market dynamics to identify and structure... 
    Work at office
    Day shift

    JP Morgan Chase

    New York, NY
    4 days ago
  •  ...A dynamic consulting firm is seeking a Remote Client Account Specialist to serve as the first point of contact for clients exploring financial solutions. This role involves understanding client goals, recommending tailored services, and ensuring client satisfaction through... 
    Remote work

    Nuvant Consulting Group

    New York, NY
    7 hours ago
  • $113.2k - $164.05k

     ...responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If...  ...challenges faced by clients Strong knowledge of enterprise software solutions including customer relationship management, enterprise resource... 
    Full time

    Moody's

    New York, NY
    7 hours ago
  • $100k - $110k

    Job Title: Solution Sales Specialist, protocols.ioLocation: New York (Hybrid Working Model)About Springer NatureSpringer Nature is one of the leading publishers of research in the world. We publish the largest number of journals and books and are a pioneer in open research... 
    Full time
    Work experience placement
    Summer work
    Work at office
    Local area

    Springer Nature

    New York, NY
    7 hours ago
  • $135k - $160.5k

     ...per week following Company policy.About our Company:Medidata is powering smarter treatments and healthier people through digital solutions to support clinical trials. Celebrating over 25 years of ground-breaking technological innovation across more than 38,000 trials and... 
    Work at office
    Local area
    Remote work
    Flexible hours

    DASSAULT SYSTÈMES

    New York, NY
    3 days ago
  • $135k - $155k

     ...powering smarter treatments and healthier people through digital solutions to support clinical trials. Celebrating over 25 years of ground...  ...to SponsorsUse competitive intelligence to understand client needs and align our Patient Experience solutions to help them achieve... 
    Work at office
    Local area
    Remote work
    Flexible hours

    DASSAULT SYSTÈMES

    New York, NY
    3 days ago
  • Overview SMB Solution Sales Executives are focused on helping customers be successful in their Atlassian cloud Journey. Our main goal is to show SMB customers how Jira Service Management (JSM) can make them successful in their goals. Since we work at scale, we want... 
    Local area

    Atlassian

    New York, NY
    2 days ago
  •  ...seeking a future team member for the role of Director, Product Solutions Specialist to join our Deposit Enablement Group within the Liquidity...  ...delivery of initiatives that span multiple Enterprise and/or Client Platforms. Focuses on providing scalable solutions to meet... 
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    New York, NY
    1 day ago
  • $85k - $120k

     ...at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offerings span Equity, Financial Wellness... 
    Temporary work

    Morgan Stanley

    New York, NY
    4 days ago
  •  ...What You'll DoDrive net-new revenue by developing and executing consultative sales plans for named strategic accountsLead end-to-end solution selling — from discovery and value articulation through close — positioning TWC against competitive alternativesCommunicate... 
    Work at office
    Local area

    Atlassian

    New York, NY
    3 days ago
  • $116.25k - $155k

     ...powering smarter treatments and healthier people through digital solutions to support clinical trials. Celebrating over 25 years of ground...  ...and director levelPerform qualification and discovery with new clients to achieve pipeline growth by identifying scientific and value... 
    Work at office
    Local area
    Remote work
    Flexible hours

    DASSAULT SYSTÈMES

    New York, NY
    1 day ago
  • $100k

     ...workflows, the integrated platform of modern solutions enables dealers to sell and service more...  ...incremental revenue to Large CDK clients through face-to-face sales activities. Work...  ...dealerships to build long-term, trusted advisor relationships with dealer principals and... 
    Live in
    Immediate start
    Visa sponsorship
    Work visa

    CDK Global

    New York, NY
    3 days ago
  • $185k - $250k

    Tech Sales Specialist, Buyside, Enterprise Data Sales - Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10046812 Description & Requirements Bloomberg is a global leader in business and financial information... 
    Temporary work
    For contractors
    Work experience placement
    Local area
    Flexible hours

    Bloomberg

    New York, NY
    7 hours ago
  • $145k - $235k

    Equity Index Solutions Specialist, Enterprise Sales - Financial Solutions Location New York Business Area Sales and Client Service Ref # 10049627 Description & Requirements Bloomberg is a global leader in business and financial information, news... 
    Temporary work
    For contractors
    Work experience placement

    Bloomberg

    New York, NY
    7 hours ago
  • $180k - $216k

     ...giving our customers more time for their life’s work.About The RoleNotion is reimagining how enterprise software is sold and the Solutions Consultant is the cornerstone of that model. As a SC, you’ll own the full customer journey: from first meeting through workflow design... 
    Live in
    Local area

    Notion Labs

    New York, NY
    2 days ago
  • $139.4k - $230k

     ...technology and talent are unstoppable together. And we're just getting started.Join us to put AI to work for people.Job DescriptionThe Solution Sales Manager will oversee market success of ServiceNow's Moveworks products. These products are built on our market leading... 
    Work at office
    Immediate start
    Remote work
    Flexible hours

    ServiceNow

    New York, NY
    1 day ago
  •  ...RoleServiceNow empowers organizations with AI-driven autonomous workflows to streamline operations and achieve results. We seek an experienced solution sales specialist with business expertise and technical skills to drive growth for our Finance, Procurement, and Legal Workflow... 
    Contract work
    Work experience placement
    Work at office
    Remote work
    Flexible hours

    ServiceNow

    New York, NY
    1 day ago
  •  ...SolutionsWhat does a successful Sales Executive, Credit Issuer Solutions do at Fiserv? The Issuer sales team supports our largest financial...  ...will utilize your savvy sales professional skills to help our clients push innovation to differentiate themselves from their market... 
    Full time
    Temporary work
    H1b
    Remote work

    Fiserv

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Solutions Advisor. Be the first to apply!