Client Financial Advisor with Uncapped Commission

Stratford Davis LLC; New Haven (CT); Remote; USD 60,000 - 110,000; Full time

Benefits offered by this job

Comprehensive Training

Uncapped Commission

Incentive Travel

Life Insurance

Healthcare options

Performance incentives

Job summary

Stratford Davis LLC in New Haven, CT seeks a Client Sales Associate to guide clients through financial decisions with personalized guidance and relationship-driven support. You'll build your client base, conduct consultations, design strategies, and maintain long-term relationships while staying current on industry trends and regulatory updates.

Training, mentorship, and a flexible path to advance are provided.

Qualifications

• Passionate about helping clients 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.

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.

Job description

Stratford Davis LLC in New Haven, CT seeks a Client Sales Associate to guide clients through financial decisions with personalized guidance and relationship-driven support. You'll build your client base, conduct consultations, design strategies, and maintain long-term relationships while staying current on industry trends and regulatory updates.

Training, mentorship, and a flexible path to advance are provided.