Remote Client Acquisition Advisor—Uncapped Earnings & Training

Stratford Davis LLC; New Haven (CT); Remote; USD 30,000 - 70,000; Full time

Benefits offered by this job

Comprehensive Training

Health & Life Coverage

Bonuses & Travel

100% Remote

Job summary

Stratford Davis LLC is seeking an entry-level remote advisor to help clients build their financial future. You will connect with potential clients, guide them through strategic plans, and work entirely remotely with flexible scheduling.

You’ll receive hands-on training, mentorship, and team support to develop skills and establish long-term client relationships in a compliant, ethical manner.

Qualifications

• Genuine desire to help individuals and families improve financially.
• Clear listening and ability to explain concepts simply.
• Motivated by uncapped earnings and goal achievement.
• Strong time management while working remotely.

Responsibilities

• Grow Your Pipeline: connect with prospective clients via direct outreach and networking.
• Host Virtual Meetings: assess client financial situations and long-term goals online.
• Build Custom Strategies: present personalized financial plans tailored to client needs.
• Maintain Relationships: provide ongoing support to build long-term trust.
• Keep Learning: stay current on industry trends and compliance through workshops.
• Work with Integrity: maintain high ethical and professional standards.

Skills

Client-focused

Communication

Self-drive

Organization

No experience required

Job description

Stratford Davis LLC is seeking an entry-level remote advisor to help clients build their financial future. You will connect with potential clients, guide them through strategic plans, and work entirely remotely with flexible scheduling.

You’ll receive hands-on training, mentorship, and team support to develop skills and establish long-term client relationships in a compliant, ethical manner.