Client Financial Advisor — Flexible Schedule & Growth

Stratford Davis; Bismarck (ND); Remote; USD 40,000 - 100,000; Full time

Benefits offered by this job

Life insurance

Healthcare options (medical, dental, &

Vision coverage

Comprehensive training & mentorship

Uncapped commissions

Performance bonuses

Incentive travel

Job summary

Stratford Davis in Bismarck, United States is seeking a Client Sales Associate to guide clients through financial decisions with personalized support and relationship-driven service.

You will build your client base, conduct thorough consultations, and design customized strategies while maintaining long-term relationships and staying current on market trends. The role offers comprehensive training, mentorship, a flexible path to growth, and a high-earning potential with uncapped commissions.

Qualifications

• Strong communication and interpersonal abilities.
• Ability to present and articulate financial guidance clearly.
• Self-driven and motivated by results in a performance-based environment.

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

Communication

Interpersonal

Presentation

Self-motivation

Entrepreneurial mindset

Sales experience

Job description

Stratford Davis in Bismarck, United States is seeking a Client Sales Associate to guide clients through financial decisions with personalized support and relationship-driven service.

You will build your client base, conduct thorough consultations, and design customized strategies while maintaining long-term relationships and staying current on market trends. The role offers comprehensive training, mentorship, a flexible path to growth, and a high-earning potential with uncapped commissions.