Remote Client Acquisition & Financial Planning Associate

Stratford Davis LLC; Boston (MA); Remoto; USD 30.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health & Life Coverage

Bonuses & Travel

Descrizione del lavoro

Stratford Davis LLC in the United States is seeking an enthusiastic, entry-level financial planning role that is fully remote. You will connect with potential clients, guide them through strategic financial plans, and work with a supportive team to achieve long-term success.

You’ll have schedule independence and uncapped earnings, backed by hands-on training, mentorship, and continuous skill development. The role emphasizes integrity, client focus, and ongoing learning.

Competenze

• Client-focused mindset with a desire to help families secure their finances.
• Strong communication skills to explain concepts clearly and listen actively.
• Self-motivated with drive to achieve goals and uncapped earnings.
• Excellent organization and time management for remote work.
• No prior experience required; training provided.
• Compensation is 100% commission-based with flexible scheduling.
• Role offers total flexibility and remote work from anywhere.
• Comprehensive onboarding, mentorship, and ongoing skill development.

Mansioni

• Grow Your Pipeline by connecting with prospective clients via outreach and networking.
• Host Virtual Meetings to assess client financial situations and long-term goals online.
• Build Custom Strategies by presenting personalized financial plans.
• Maintain Relationships with ongoing support to build trust.
• Keep Learning through workshops on industry trends and compliance.

Conoscenze

Client focus

Communication

Self-drive

Organization

No experience required

100% commission-based

Total flexibility

Descrizione del lavoro

Stratford Davis LLC in the United States is seeking an enthusiastic, entry-level financial planning role that is fully remote. You will connect with potential clients, guide them through strategic financial plans, and work with a supportive team to achieve long-term success.

You’ll have schedule independence and uncapped earnings, backed by hands-on training, mentorship, and continuous skill development. The role emphasizes integrity, client focus, and ongoing learning.