Financial Client Advisor | Uncapped Commission

Stratford Davis LLC; Pennsylvania; Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Uncapped commissions

Bonuses and rewards programs

Incentive travel

Insurance benefits (medical, dental, &

Job summary

Stratford Davis LLC in Philadelphia, PA, is seeking a Client Sales Associate who will help clients navigate financial decisions through personalized guidance and relationship-driven support. This role offers comprehensive training, ongoing mentorship, flexible schedule, and uncapped commission opportunities in a performance-based environment.

Ideal candidates are driven, with strong communication and presentation skills, capable of building a growing client base and delivering ethical,

Qualifications

• Strong communication and presentation abilities essential for client meetings and proposals.
• Excellent interpersonal skills to build and maintain client relationships.
• Self-motivated with the ability to work independently in a performance-based environment.
• Entrepreneurial mindset with willingness to develop a local client base.

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 skills

Interpersonal skills

Presentation skills

Self-driven

Entrepreneurial mindset

Job description

Stratford Davis LLC in Philadelphia, PA, is seeking a Client Sales Associate who will help clients navigate financial decisions through personalized guidance and relationship-driven support. This role offers comprehensive training, ongoing mentorship, flexible schedule, and uncapped commission opportunities in a performance-based environment.

Ideal candidates are driven, with strong communication and presentation skills, capable of building a growing client base and delivering ethical,