Client Financial Growth Advisor | Flexible Schedule

Stratford Davis; Phoenix (AZ); Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

Comprehensive Training & Mentorship

Uncapped Commission

Incentive Travel

Insurance Benefits

Job summary

Stratford Davis in Phoenix is seeking a Client Sales Associate to help clients navigate important financial decisions through personalized guidance and relationship-driven support. This role includes comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path.

You will design customized financial strategies, expand your client base, and maintain long-term relationships while staying informed on market trends and regulatory changes.

Qualifications

• Excellent communication and presentation skills.
• Self-driven, disciplined and results-oriented.
• Entrepreneurial mindset with ability to work independently.
• Previous sales, finance, or customer-facing experience is a plus.
• Flexibility to set your own schedule and build your business.

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

Strong communication

Interpersonal skills

Presentation skills

Self-driven

Entrepreneurial mindset

Job description

Stratford Davis in Phoenix is seeking a Client Sales Associate to help clients navigate important financial decisions through personalized guidance and relationship-driven support. This role includes comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path.

You will design customized financial strategies, expand your client base, and maintain long-term relationships while staying informed on market trends and regulatory changes.