Client Financial Advisor — Flexible Schedule & Earnings

Stratford Davis LLC; New York (NY); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Uncapped Commission

Comprehensive Training & Mentorship

Flexible Schedule

Healthcare Options

Job summary

Stratford Davis LLC in the United States is seeking a Client Sales Associate to guide clients through important financial decisions with personalized guidance and relationship-driven support. You will build your client base through networking and referrals, conduct consultations, and design customized financial strategies while maintaining long-term relationships.

This role includes comprehensive training, ongoing mentorship, flexible scheduling, and an uncapped commission structure tied to

Qualifications

• Excellent communication and presentation skills.
• Ability to work independently.
• Customer-focused with integrity.
• Experience in sales or finance is a plus.
• Willingness to build a business on own terms.

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

Strong communication

Relationship-building

Self-motivated

Entrepreneurial mindset

Presentation skills

Ethical standards

Job description

Stratford Davis LLC in the United States is seeking a Client Sales Associate to guide clients through important financial decisions with personalized guidance and relationship-driven support. You will build your client base through networking and referrals, conduct consultations, and design customized financial strategies while maintaining long-term relationships.

This role includes comprehensive training, ongoing mentorship, flexible scheduling, and an uncapped commission structure tied to