Remote Client Acquisition Specialist - Financial Planning

Stratford Davis LLC; New Orleans (LA); Remote; USD 50,000 - 100,000; Full time

Benefits offered by this job

100% Commission-Based

Total Flexibility

Comprehensive Training

Health & Life Coverage

Bonuses & Travel

Job summary

Stratford Davis LLC in New Orleans is seeking an entry-level financial advisor to help clients secure their financial future. In this remote role, you’ll connect with prospects, walk them through strategic plans, and take part in hands-on training with mentors and a supportive team.

You’ll enjoy complete schedule independence and unlimited earning potential, with 100% commission-based compensation, ongoing workshops, mentorship, and travel rewards as you build your pipeline.

Qualifications

• Client focus and genuine desire to help individuals and families improve financially.
• Clear and effective communication to explain concepts.
• Self-driven with motivation toward uncapped earnings and goals.
• Strong time management and organization for remote work.

Responsibilities

• Grow Your Pipeline by reaching out to prospective clients and networking.
• Host Virtual Meetings to assess client financial situations and goals.
• Build Custom Strategies with personalized financial plans.
• Maintain Relationships to provide ongoing support and trust.
• Stay current on industry trends and compliance through workshops.
• Work with Integrity, upholding high ethical and professional standards.

Skills

Client focus

Communication

Self-drive

Organization

No Experience Required

Job description

Stratford Davis LLC in New Orleans is seeking an entry-level financial advisor to help clients secure their financial future. In this remote role, you’ll connect with prospects, walk them through strategic plans, and take part in hands-on training with mentors and a supportive team.

You’ll enjoy complete schedule independence and unlimited earning potential, with 100% commission-based compensation, ongoing workshops, mentorship, and travel rewards as you build your pipeline.