Remote Client Acquisition & Financial Planning Associate

Stratford Davis LLC; Orlando (FL); Remote; USD 30,000 - 70,000; Full time

Job summary

Stratford Davis LLC in Orlando, FL is seeking an entry-level, fully remote financial advisor. You will guide clients through strategic financial plans, with 100% commission and uncapped earnings, and receive comprehensive training and mentorship.

You’ll connect with prospective clients, host virtual meetings, tailor personalized plans, and maintain relationships while staying compliant. Enjoy flexible scheduling, health and life coverage benefits, and travel incentives as you grow with the

Qualifications

• No experience required; comprehensive training provided.
• 100% commission-based with uncapped earnings.
• Remote work with flexible scheduling and support.

Responsibilities

• Grow your pipeline by connecting with prospective clients via outreach.
• Host virtual meetings to assess client financial situations and goals.
• Build custom financial strategies tailored to client needs.

Skills

Client-focused

Communication

Self-motivation

Time management

Job description

Stratford Davis LLC in Orlando, FL is seeking an entry-level, fully remote financial advisor. You will guide clients through strategic financial plans, with 100% commission and uncapped earnings, and receive comprehensive training and mentorship.

You’ll connect with prospective clients, host virtual meetings, tailor personalized plans, and maintain relationships while staying compliant. Enjoy flexible scheduling, health and life coverage benefits, and travel incentives as you grow with the