Remote Entry-Level Financial Planning Consultant

Stratford Davis; St. Louis (MO); Remote; USD 30,000 - 60,000; Full time

Benefits offered by this job

100% Commission-Based

Remote work 100% remote

Comprehensive Training

Bonuses & Travel

Health & Life Coverage

Mentorship & Support

Job summary

Stratford Davis is offering a remote entry-level role where you will connect with potential clients and guide them through strategic financial plans. You will have schedule independence and uncapped earning potential, backed by training and mentors.

Responsibilities include outreach, hosting virtual meetings, and building customized financial strategies while maintaining relationships and staying compliant with industry standards. Training and support are provided to help you succeed.

Qualifications

• Genuine desire to help individuals and families improve financially.
• Ability to listen closely and explain concepts clearly.
• Motivated by uncapped earnings and goal achievement.
• Strong time management while working remotely.
• Backgrounds in sales or service welcome; full training provided.

Responsibilities

• Grow Your Pipeline: Connect with prospective clients via outreach and networking.
• Host Virtual Meetings: Assess client financial situations and goals online.
• Build Custom Strategies: Present personalized financial plans.
• Maintain Relationships: Provide ongoing support to build trust.
• Keep Learning: Stay current on industry trends and compliance.
• Work with Integrity: Maintain high ethical standards.

Skills

Client focus

Communication

Self-drive

Organization

No experience required

Remote work discipline

Job description

Stratford Davis is offering a remote entry-level role where you will connect with potential clients and guide them through strategic financial plans. You will have schedule independence and uncapped earning potential, backed by training and mentors.

Responsibilities include outreach, hosting virtual meetings, and building customized financial strategies while maintaining relationships and staying compliant with industry standards. Training and support are provided to help you succeed.