Client Growth Advisor - Flexible Schedule

Stratford Davis LLC; Birmingham (AL); Remote; USD 40,000 - 65,000; Full time

Job summary

Stratford Davis LLC in Birmingham, United States, is seeking a Client Sales Associate to guide clients through financial decisions with personalized, relationship-driven support.

You will build your client base through networking, conduct consultations to assess needs and goals, and design tailored financial strategies. Maintain ongoing relationships with ethical, professional guidance and stay informed on market trends and regulations.

Qualifications

• Strong communication and presentation skills.
• Ability to build relationships and network.
• Self-driven with a results orientation.
• Entrepreneurial mindset and independence.
• Sales experience or customer-facing background is a plus.
• 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 adherence to ethical business practices

Skills

Communication

Interpersonal skills

Presentation skills

Self-motivated

Entrepreneurial mindset

Sales experience

Job description

Stratford Davis LLC in Birmingham, United States, is seeking a Client Sales Associate to guide clients through financial decisions with personalized, relationship-driven support.

You will build your client base through networking, conduct consultations to assess needs and goals, and design tailored financial strategies. Maintain ongoing relationships with ethical, professional guidance and stay informed on market trends and regulations.