Client Financial Advisor: Flexible Schedule & Uncapped Commission

Stratford Davis LLC; Milwaukee (WI); Remote; USD 45,000 - 90,000; Full time

Benefits offered by this job

Comprehensive Training & Mentorship

Uncapped Commission

Bonuses & Incentives

Life Insurance & Healthcare options

Flexible Schedule

Job summary

Stratford Davis LLC in Milwaukee is seeking a Client Sales Associate to help clients make informed financial decisions through personalized guidance and relationship-based support. The role offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path.

You will build your client base through networking, conduct consultations, design strategies, and maintain long-term relationships with integrity in a performance-driven environment.

Qualifications

• Strong communication, interpersonal and presentation skills.

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 skills

Presentation skills

Self-driven

Entrepreneurial mindset

Ethical standards

Sales experience

Finance knowledge

Customer service

Job description

Stratford Davis LLC in Milwaukee is seeking a Client Sales Associate to help clients make informed financial decisions through personalized guidance and relationship-based support. The role offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path.

You will build your client base through networking, conduct consultations, design strategies, and maintain long-term relationships with integrity in a performance-driven environment.