Client Financial Advisor Flexible Schedule

Stratford Davis; United States; Remote; EUR 52,000 - 77,000; Full time

Benefits offered by this job

Uncapped commissions

Comprehensive training & mentorship

Bonuses and rewards

Travel incentives

Healthcare options

Job summary

Stratford Davis seeks a Client Sales Associate to guide clients through financial decisions with personalized guidance and relationship-focused support. Build a client base, conduct thorough consultations, and design tailored strategies in a flexible, results-driven role.

The position offers comprehensive training, mentorship, and an uncapped commission structure within a dynamic, established financial services environment.

Qualifications

• Passionate about helping others achieve financial stability.
• Strong communication, interpersonal, and presentation skills.
• Self-driven and motivated by results in a performance-based environment.
• Entrepreneurial mindset with ability to work independently.
• Committed to high ethical standards and exceptional client service.
• Previous sales, finance, or customer-facing experience is a plus, but not required.
• Flexible work environment: set your own schedule.
• Comprehensive training and mentorship provided.
• Uncapped commission with no income ceiling.

Responsibilities

• Build and expand client base through networking, referrals, and proactive outreach.
• Conduct consultations to evaluate clients’ financial needs, goals, and current situations.
• Design and present customized financial strategies aligned with client objectives.
• Maintain 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

Communication skills

Interpersonal skills

Presentation skills

Self-motivation

Entrepreneurial mindset

Customer-facing experience

Job description

Stratford Davis seeks a Client Sales Associate to guide clients through financial decisions with personalized guidance and relationship-focused support. Build a client base, conduct thorough consultations, and design tailored strategies in a flexible, results-driven role.

The position offers comprehensive training, mentorship, and an uncapped commission structure within a dynamic, established financial services environment.