Client Financial Advisor | Flexible Schedule

Stratford Davis LLC; Denver (CO); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Life insurance

Healthcare exchange options (medical, 

Dental insurance

Vision insurance

Bonuses and reward programs

Incentive travel

Comprehensive training & mentorship

Job summary

Stratford Davis LLC in Denver seeks a Client Sales Associate who helps clients navigate financial decisions through personalized guidance and relationship-driven support. You will build your client base, conduct consultations, design tailored strategies, and maintain long-term relationships with ongoing guidance.

We offer comprehensive training, mentorship, flexible scheduling, and a high-earning potential through uncapped commissions.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to present financial guidance clearly.
• Self-driven with a results-oriented mindset.
• Entrepreneurial spirit and ability to work independently.

Responsibilities

• Build and expand your client base through networking, referrals, and proactive outreach.
• Conduct thorough consultations to evaluate clients’ financial needs, goals, and current situations.
• Design and present customized financial strategies aligned with client objectives.
• Maintain strong, long-term relationships by delivering ongoing support and guidance.
• Stay informed on industry developments, market trends, and regulatory updates.
• Operate with professionalism, integrity, and adherence to ethical business practices.

Skills

Excellent communication

Interpersonal skills

Presentation skills

Self-driven

Entrepreneurial mindset

Networking

Client service

Job description

Stratford Davis LLC in Denver seeks a Client Sales Associate who helps clients navigate financial decisions through personalized guidance and relationship-driven support. You will build your client base, conduct consultations, design tailored strategies, and maintain long-term relationships with ongoing guidance.

We offer comprehensive training, mentorship, flexible scheduling, and a high-earning potential through uncapped commissions.