Remote Finance Advisor — Uncapped Earnings & Training

Stratford Davis LLC; Cincinnati (OH); Remote; USD 30,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Bonuses & travel

Flexible schedule

Remote work

Job summary

Stratford Davis LLC is seeking an entry-level, fully remote financial planning role. You will connect with prospective clients and guide them through strategic financial plans, supported by hands-on training and mentors.

Enjoy complete schedule independence and a collaborative team environment. You’ll benefit from 100% commission-based earnings, ongoing support, and access to training that helps you grow your client base while pursuing flexible work from home.

Qualifications

• Genuine desire to help individuals and families improve financially.
• Ability to listen closely and explain concepts clearly.
• Self-motivated with uncapped earnings potential.
• Strong time management while working remotely.
• No experience required; full training provided.

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-drive

Organization

No experience required

Job description

Stratford Davis LLC is seeking an entry-level, fully remote financial planning role. You will connect with prospective clients and guide them through strategic financial plans, supported by hands-on training and mentors.

Enjoy complete schedule independence and a collaborative team environment. You’ll benefit from 100% commission-based earnings, ongoing support, and access to training that helps you grow your client base while pursuing flexible work from home.