Client Financial Advisor — Flexible Schedule & Uncapped Commission

Stratford Davis; Dallas (TX); Remote; USD 40,000 - 70,000; Full time

Job summary

Stratford Davis in Dallas, United States, is seeking a Client Sales Associate to help clients navigate financial decisions through tailored guidance and relationship-driven support. The role offers comprehensive training, ongoing mentorship, and a flexible schedule to build a rewarding career path within a respected financial services organization.

You will network to grow your client base, conduct in-depth consultations, and design customized strategies while maintaining long-term relationships

Qualifications

• Experience in sales, finance, or customer-facing roles is a plus, but not required.
• Excellent communication, interpersonal, and presentation skills.
• Self-driven, disciplined, 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.

Job description

Stratford Davis in Dallas, United States, is seeking a Client Sales Associate to help clients navigate financial decisions through tailored guidance and relationship-driven support. The role offers comprehensive training, ongoing mentorship, and a flexible schedule to build a rewarding career path within a respected financial services organization.

You will network to grow your client base, conduct in-depth consultations, and design customized strategies while maintaining long-term relationships