Client Financial Advisor — Flexible Schedule & Uncapped Earnings

Stratford Davis LLC; Texas; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Life insurance

Healthcare options (medical, dental, &

Vision coverage

Job summary

Stratford Davis LLC in Dallas, TX is seeking a Client Sales Associate to help clients navigate financial decisions through personalized guidance and relationship-driven support.

You will build a client base, conduct consultations, design strategies, and maintain long-term relationships, with comprehensive training and mentorship.

This role offers uncapped commissions and a performance-based environment with opportunities for professional and financial growth.

Qualifications

• Strong communication and interpersonal skills.
• Ability to present financial guidance clearly.
• Proactive networking and relationship-building abilities.
• Self-driven with a results-oriented approach.
• Willingness to learn and adapt in a training-focused role.

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

Sales experience

Communication skills

Interpersonal skills

Presentation skills

Self-motivation

Entrepreneurial mindset

Job description

Stratford Davis LLC in Dallas, TX is seeking a Client Sales Associate to help clients navigate financial decisions through personalized guidance and relationship-driven support.

You will build a client base, conduct consultations, design strategies, and maintain long-term relationships, with comprehensive training and mentorship.

This role offers uncapped commissions and a performance-based environment with opportunities for professional and financial growth.