Financial Solutions Advisor — Flexible Schedule & Uncapped Commission

Stratford Davis; Tulsa (OK); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Uncapped Commission Structure

Insurance Benefits

Incentive Travel

Comprehensive Training & Mentorship

Established Brand Alignment

Performance Bonuses

Job summary

Stratford Davis is seeking a financially savvy, client-focused professional in Tulsa who will grow the client base through networking and referrals. You will assess needs, design tailored strategies, and present solutions, while maintaining long-term relationships with ongoing support.

This role emphasizes ethics, professionalism, and performance-driven earnings. The position offers flexible scheduling and extensive training, with uncapped commissions and travel incentives for top performers

Qualifications

• Strong communication and presentation abilities are essential.
• Customer-facing sales or financial services experience is a plus but not required.
• Self-driven, disciplined, and capable of working independently in a performance-based environment.

Responsibilities

• Build and expand your client base through networking, referrals and outreach.
• Conduct consultations to evaluate clients' financial needs and goals.
• Design and present customized financial strategies aligned with client objectives.
• Maintain long-term relationships with ongoing support and guidance.
• Stay informed on industry developments, market trends, and regulatory updates.
• Uphold professionalism, integrity and ethical business practices.

Skills

Communication skills

Interpersonal skills

Presentation skills

Self-motivated

Entrepreneurial mindset

Time management

Job description

Stratford Davis is seeking a financially savvy, client-focused professional in Tulsa who will grow the client base through networking and referrals. You will assess needs, design tailored strategies, and present solutions, while maintaining long-term relationships with ongoing support.

This role emphasizes ethics, professionalism, and performance-driven earnings. The position offers flexible scheduling and extensive training, with uncapped commissions and travel incentives for top performers