Remote Financial Advisor - Flexible, Commission-Only

Stratford Davis LLC; Phoenix (AZ); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Performance pay

Flexible schedule

1-on-1 coaching

Health options

Incentive trips

Job summary

Stratford Davis LLC in Phoenix is seeking a remote Financial Advisor who operates on a 100% commission model. You will generate leads, conduct virtual consultations, and craft personalized financial plans for families while actively managing ongoing client relationships.

Onboarding is comprehensive with training provided, enabling you to build a scalable practice from anywhere. The role emphasizes performance-driven income and ongoing coaching to enhance advisory skills.

Qualifications

• Strong communication and persuasion over phone and video.
• Self-starter with a performance-driven mindset and income potential.
• Excellent time-management for home-based work.
• No finance background required; 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

Prospecting & Networking

Virtual consultations

Financial planning

Client relationship mgmt

Time management

Tools

CRM software

Job description

Stratford Davis LLC in Phoenix is seeking a remote Financial Advisor who operates on a 100% commission model. You will generate leads, conduct virtual consultations, and craft personalized financial plans for families while actively managing ongoing client relationships.

Onboarding is comprehensive with training provided, enabling you to build a scalable practice from anywhere. The role emphasizes performance-driven income and ongoing coaching to enhance advisory skills.