Remote Client Financial Advisor – Uncapped Commission

Stratford Davis LLC; Cleveland (OH); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Uncapped commissions

Comprehensive training & mentorship

Bonuses and incentives

Health insurance options

Travel incentives

Job summary

Stratford Davis LLC in Cleveland is seeking a Client Sales Associate to guide clients through important financial decisions with personalized support and relationship-driven service. The role includes comprehensive training and ongoing mentorship, with the flexibility to build a meaningful career path.

You will develop your client base, conduct in-depth consultations, and design tailored financial strategies while maintaining long-term relationships in a results-driven environment.

Qualifications

• Demonstrates strong communication and interpersonal skills.
• Ability to present clearly and persuasively.
• Self-motivated with a track record of meeting goals.
• Entrepreneurial mindset with initiative and drive.
• Maintains high ethical standards in client dealings.

Responsibilities

• Build and expand your client base through networking, referrals, and proactive outreach.
• Conduct consultations to evaluate clients’ financial needs, goals, and current situations.
• Design and present customized financial strategies aligned with client objectives.
• Maintain strong, long-term relationships by delivering ongoing support and guidance.
• Stay informed on industry developments, market trends, and regulatory updates.
• Operate with professionalism, integrity, and adherence to ethical business practices.

Skills

Communication

Interpersonal

Presentation

Self-motivated

Entrepreneurial

Ethics

Sales basics

Job description

Stratford Davis LLC in Cleveland is seeking a Client Sales Associate to guide clients through important financial decisions with personalized support and relationship-driven service. The role includes comprehensive training and ongoing mentorship, with the flexibility to build a meaningful career path.

You will develop your client base, conduct in-depth consultations, and design tailored financial strategies while maintaining long-term relationships in a results-driven environment.