Financial Services Client Advisor - Uncapped Commission

Stratford Davis LLC; Louisville (KY); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Uncapped commissions

Insurance benefits

Incentive travel

Comprehensive training & mentorship

Bonuses & rewards

Flexible schedule

Established brand alignment

Career development

Job summary

Stratford Davis LLC in Louisville, KY seeks a results-driven financial services professional to grow their client base through networking, referrals, and proactive outreach. You will conduct consultations, design tailored financial strategies, and maintain long-term client relationships with ongoing guidance.

Ideal candidates are self-motivated, ethical, and capable of working independently in a flexible environment.

Qualifications

• Passionate about helping clients achieve financial stability and long-term success
• Strong communication, interpersonal, and presentation skills
• Self-driven, disciplined, and results-oriented in a performance-based environment
• Entrepreneurial mindset with ability to work independently
• Committed to high ethical standards and exceptional client service
• Sales, finance, or customer-facing experience is a plus but not required
• Flexible work environment: set your own schedule and build your business
• Comprehensive training and mentorship with ongoing development and support
• Uncapped commission; earnings based on performance with no income ceiling
• Established brand alignment with a growing financial services firm
• Insurance benefits: life and healthcare options (medical/dental/vision)
• Performance incentives: bonuses and rewards based on results
• Incentive travel: exclusive trips for top performers

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

Job description

Stratford Davis LLC in Louisville, KY seeks a results-driven financial services professional to grow their client base through networking, referrals, and proactive outreach. You will conduct consultations, design tailored financial strategies, and maintain long-term client relationships with ongoing guidance.

Ideal candidates are self-motivated, ethical, and capable of working independently in a flexible environment.