Client Financial Advisor - Flexible & Uncapped

Stratford Davis LLC; Minneapolis (MN); Remote; USD 38,000 - 75,000; Full time

Benefits offered by this job

Life insurance

Healthcare options

Bonuses

Incentive travel

Comprehensive training

Job summary

Stratford Davis LLC in Minneapolis, MN, is seeking a Client Sales Associate to help clients navigate financial decisions through personalized guidance and relationship-driven support. The role emphasizes building a client base, conducting consultations, and delivering customized strategies.

You’ll receive comprehensive training, ongoing mentorship, flexible scheduling, and an uncapped commission structure designed to reward results.

Qualifications

• Passionate about helping others achieve financial stability and long-term success.
• Strong communication, interpersonal, and presentation skills.
• Self-driven, disciplined, and motivated by results in a performance-based environment.
• Entrepreneurial mindset with the ability to work independently.
• Committed to maintaining high ethical standards and delivering exceptional client service.
• Previous experience in sales, finance, or customer-facing roles is a plus, but not required.
• Flexible Work Environment: Set your own schedule and build your business on your terms.
• Comprehensive Training & Mentorship: Access industry-leading training, ongoing development, and dedicated support to accelerate your success.
• Uncapped Commission Structure: Your earnings are performance-driven with no income ceiling, your results directly determine your income potential.
• Established Brand Alignment: Represent a respected and growing financial services organization
• Insurance Benefits: Access to life insurance and healthcare exchange options (medical, dental, and vision)
• Performance Incentives: Bonuses and reward programs based on results
• Incentive Travel: Qualify for exclusive trips and experiences for top performer

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

Job description

Stratford Davis LLC in Minneapolis, MN, is seeking a Client Sales Associate to help clients navigate financial decisions through personalized guidance and relationship-driven support. The role emphasizes building a client base, conducting consultations, and delivering customized strategies.

You’ll receive comprehensive training, ongoing mentorship, flexible scheduling, and an uncapped commission structure designed to reward results.