Client-Focused Financial Advisor

Stratford Davis LLC; Las Vegas (NV); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Insurance benefits (healthcare)

Uncapped commissions

Performance bonuses

Incentive travel

Comprehensive training & mentorship

Brand alignment

Job summary

Stratford Davis LLC in Las Vegas seeks a Client Sales Associate to help clients navigate financial decisions through personalized guidance. You will build your client base, conduct thorough consultations, and design customized financial strategies in a mentorship-driven, results-oriented environment.

The role offers comprehensive training, ongoing mentorship, and a flexible work environment. Prior sales or finance experience is a plus, with earnings that rise with performance through an uncapped

Qualifications

• Strong communication and interpersonal abilities are required to build relationships with clients.
• Excellent presentation and active listening skills to guide clients.
• Self-motivation and discipline in a results-driven environment.
• Entrepreneurial mindset with ability to work independently.
• Commitment to high ethical standards and client service.

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 ethical business practices.

Skills

Communication skills

Interpersonal skills

Presentation skills

Self-motivated

Entrepreneurial mindset

Results-oriented

Job description

Stratford Davis LLC in Las Vegas seeks a Client Sales Associate to help clients navigate financial decisions through personalized guidance. You will build your client base, conduct thorough consultations, and design customized financial strategies in a mentorship-driven, results-oriented environment.

The role offers comprehensive training, ongoing mentorship, and a flexible work environment. Prior sales or finance experience is a plus, with earnings that rise with performance through an uncapped