Financial Client Advisor | Uncapped Commission

Stratford Davis; Des Moines (IA); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Life Insurance

Healthcare options

Mentorship

Job summary

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

You will build your client base, conduct consultations, and design customized financial strategies while maintaining long-term relationships through ongoing support.

Qualifications

• Passionate about helping others 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.

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

Client relationships

Communication

Self-driven

Job description

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

You will build your client base, conduct consultations, and design customized financial strategies while maintaining long-term relationships through ongoing support.