Client Finance Advisor — Flexible Schedule & Uncapped Earnings

Stratford Davis; Fort Lauderdale (FL); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Life insurance

Healthcare options

Bonuses

Incentive travel

Uncapped commissions

Comprehensive training & mentorship

Established brand alignment

Job summary

Stratford Davis is seeking a Client Sales Associate to help clients navigate important financial decisions through personalized guidance and relationship-driven support. This role offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path.

Ideal candidates are driven by helping clients achieve financial stability, possess strong communication and presentation skills, and can work independently in a performance-based environment.

Qualifications

• Strong communication and interpersonal skills required.
• Ability to present financial strategies clearly to clients.
• Self-driven, results-oriented with independent work capability.
• Commitment to ethical standards and client service.
• Previous sales, finance, or customer-facing experience is a plus but not required.

Responsibilities

• Build and expand client base through networking, referrals, and outreach.
• Conduct consultations to assess clients' financial needs and goals.
• Design and present customized financial strategies.
• Maintain long-term client relationships with ongoing support.
• Stay informed on industry developments and regulatory updates.
• Operate with professionalism and ethical business practices.

Skills

Communication

Interpersonal skills

Presentation skills

Self-driven

Entrepreneurial mindset

Customer service

Job description

Stratford Davis is seeking a Client Sales Associate to help clients navigate important financial decisions through personalized guidance and relationship-driven support. This role offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path.

Ideal candidates are driven by helping clients achieve financial stability, possess strong communication and presentation skills, and can work independently in a performance-based environment.