Client Financial Advisor - Flexible & Uncapped Commission

Stratford Davis; Pennsylvania; Remote; USD 60,000 - 75,000; Full time

Benefits offered by this job

Insurance benefits

Uncapped commissions

Performance bonuses

Incentive travel

Comprehensive training

Job summary

Stratford Davis seeks a Client Sales Associate in Philadelphia to help clients navigate financial decisions through personalized guidance and relationship-driven support. You will build your client base, conduct consultations, and design customized financial strategies aligned with client goals.

The role includes comprehensive training, ongoing mentorship, flexible scheduling, uncapped commissions, and access to life and health insurance options, with travel incentives for top performers.

Qualifications

• Strong communication and interpersonal skills.
• Ability to present and explain financial concepts clearly.
• Ability to build and maintain client relationships.

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

Presentation

Networking

Job description

Stratford Davis seeks a Client Sales Associate in Philadelphia to help clients navigate financial decisions through personalized guidance and relationship-driven support. You will build your client base, conduct consultations, and design customized financial strategies aligned with client goals.

The role includes comprehensive training, ongoing mentorship, flexible scheduling, uncapped commissions, and access to life and health insurance options, with travel incentives for top performers.