Remote Client Acquisition Specialist | Uncapped Earnings

Stratford Davis LLC; Washington; Remote; USD 20,000 - 80,000; Full time

Benefits offered by this job

Health & Life Coverage

Bonuses & Travel

Job summary

Stratford Davis LLC is seeking an entry-level financial advisor to work remotely, connecting with potential clients and guiding them through strategic financial plans. You’ll receive comprehensive training, mentorship, and ongoing support while you build your client pipeline.

This role offers 100% commission-based earnings with uncapped income potential, flexible scheduling, and opportunities to learn about industry trends and compliance through workshops.

Qualifications

• Interest in helping individuals and families improve their financial situation.
• Strong communication and listening abilities to explain concepts clearly.
• Self-motivated with the drive to achieve uncapped earnings.
• Good organization to manage remote work schedule and commitments.

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 focus

Communication

Self-driven

Organization

Remote work

Active listening

Job description

Stratford Davis LLC is seeking an entry-level financial advisor to work remotely, connecting with potential clients and guiding them through strategic financial plans. You’ll receive comprehensive training, mentorship, and ongoing support while you build your client pipeline.

This role offers 100% commission-based earnings with uncapped income potential, flexible scheduling, and opportunities to learn about industry trends and compliance through workshops.