Remote Financial Advisor — 100% Commission & Mentorship

Stratford Davis LLC; San Jose (CA); Remote; USD 80,000 - 150,000; Full time

Benefits offered by this job

Mentorship

Flexible schedule

Health coverage

Job summary

Stratford Davis LLC is seeking an entry-level, fully remote financial advisor to help individuals review their financial objectives and present strategic coverage options. We provide licensing support, mentorship, and a path toward a lucrative practice.

You will develop leads via networking, conduct virtual consultations, design tailored financial plans, and build lasting client relationships. The role offers a performance-based income model with flexible scheduling and annual incentive

Qualifications

• Clear, persuasive communicator over phone and video platforms.
• Highly disciplined self-starter with performance-driven mindset.
• Strong time-management for home-based work.
• No prior finance background required; full onboarding provided.

Responsibilities

• Develop a steady stream of prospective leads through direct networking and social channels.
• Conduct virtual consultations to analyze client financial profiles and goals.
• Design and present tailored financial plans and product packages.
• Build enduring client relationships through regular follow-ups and annual reviews.
• Participate in weekly skill-building sessions to stay compliant and sharp.

Skills

Communication

Self-motivation

Time management

Remote work

Job description

Stratford Davis LLC is seeking an entry-level, fully remote financial advisor to help individuals review their financial objectives and present strategic coverage options. We provide licensing support, mentorship, and a path toward a lucrative practice.

You will develop leads via networking, conduct virtual consultations, design tailored financial plans, and build lasting client relationships. The role offers a performance-based income model with flexible scheduling and annual incentive