Remote Financial Advisor: Commission-Only, Flexible Schedule

Stratford Davis LLC; San Diego (CA); Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Commission-based pay

Schedule ownership

Mentorship

Health & Life Insurance

Travel opportunities

Job summary

Stratford Davis LLC is seeking a Virtual Financial Advisor to build a scalable remote practice. You will educate families on protective and growth-oriented financial products, while we supply training, scripts, and administrative infrastructure.

Prospect for new business, assess client needs via video conference, deliver clear recommendations, and nurture account growth. Enjoy 100% remote work with a commission-based earning model and mentorship.

Qualifications

• Authentic desire to empower everyday people financially.
• Confident communication with strong listening skills.
• Motivated by commission-only earning models.
• Self-managed work habits suited to an independent daily schedule.
• Open to candidates from all professional backgrounds.

Responsibilities

• Prospect for new business through personal networking and inbound leads.
• Assess client needs via video conference and gather key financial inputs.
• Deliver clear, value-packed financial recommendations.
• Nurture account growth through regular satisfaction checks.
• Engage in continuous professional development through online workshops.

Skills

Self-motivation

Communication

Networking

Independence

Job description

Stratford Davis LLC is seeking a Virtual Financial Advisor to build a scalable remote practice. You will educate families on protective and growth-oriented financial products, while we supply training, scripts, and administrative infrastructure.

Prospect for new business, assess client needs via video conference, deliver clear recommendations, and nurture account growth. Enjoy 100% remote work with a commission-based earning model and mentorship.