Client Financial Advisor – Flexible, Uncapped Commission

Stratford Davis LLC; Nashville (TN); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Comprehensive training & mentorship

Uncapped commission

Life insurance

Healthcare options

Flexible schedule

Performance incentives

Incentive travel

Brand alignment

Job summary

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

The role offers comprehensive training, ongoing mentorship, and a flexible work environment with high earning potential through an uncapped commission structure. Prior sales or finance experience is a plus, but not required.

Qualifications

• 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.
• 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 and ongoing development.
• Uncapped Commission Structure: Your earnings are performance-driven with no income ceiling, your results determine income.
• 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 skills

Interpersonal skills

Presentation skills

Self-motivation

Entrepreneurial mindset

Ethical standards

Client service

Sales aptitude

Tools

CRM software

Job description

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

The role offers comprehensive training, ongoing mentorship, and a flexible work environment with high earning potential through an uncapped commission structure. Prior sales or finance experience is a plus, but not required.