Client Advisory
Private Client Adviser
Take the first conversation with prospective clients, run the initial diagnostic alongside a principal, and carry the engagement to signature.
Remote, United StatesFull time
Why this seat exists
Every prospective client currently speaks to a principal first. That does not scale, and it means the people who should be designing strategy are spending their week qualifying.
What you would own
- 01Hold the opening consultation with prospective clients, most of whom are at $2M+ of annual income
- 02Establish the shape of the situation quickly: income character, entity structure, timing, and what is actually on the horizon
- 03Explain the sequence and the diagnostic clearly enough that a sophisticated person can decide, without overstating what is available to them
- 04Tell people plainly when this is not the right practice for them, which will be a meaningful share of the conversations
- 05Carry the engagement from first call to signed agreement, then stay involved through onboarding
- 06Keep the record clean: every conversation documented, every commitment captured
What we are looking for
- Experience selling a considered, high-consideration professional service, not a transactional product
- Genuine comfort with tax and financial concepts. You do not need to be a technician, but you must be able to hold a credible conversation with someone who is
- The judgment to disqualify. The single most valuable thing in this seat is an accurate read on fit
- Clear writing. Follow-up notes go to people who read carefully
- Comfort with a long cycle and a small number of large decisions rather than high volume
Useful, not required
- Background in tax, accounting, financial planning, or private client work
- Experience with equity compensation, pass-through income, or business owners
- Prior exposure to a professional services or advisory environment
What we offer
- Base plus performance, structured around engagements closed and retained rather than calls booked
- Direct access to the principals. You will learn the technical substance properly
- A qualified pipeline. You are not prospecting cold
How to apply
Send a note to hello@odysseystrategicadvisors.com with the role in the subject line. Tell us what you would own and why this work interests you. A CV is useful but the note matters more, and we read every one.
We reply to everyone, including when the answer is no.
Apply
Tell us which seat is yours.
A short note about the role and what you would bring is enough to start.
Engagements typically begin at $2M+ of annual income, or a comparable taxable event.