Remote Financial Advisor: High-Earning, Flexible, Mentored

Stratford Davis LLC; Richmond (VA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

1-on-1 Coaching

Health exchange plans (optional)

Life coverage (optional)

Incentive trips

Mentorship and onboarding support

Job summary

Stratford Davis LLC is seeking an entry-level, virtual role focused on helping individuals review financial objectives and present strategic coverage options. You will receive licensing support, mentorship, and tools to launch a lucrative practice from home.

No prior finance background is required, with full onboarding. Expect performance-based income, flexible scheduling, and opportunities for coaching and incentive travel as you build your client base.

Qualifications

• No finance background required; full onboarding provided.
• Clear, persuasive communicator over phone/video.
• Disciplined self-starter motivated by performance-based income.
• Strong time-management for home-based work.
• Ability to build relationships and follow up with clients.

Responsibilities

• Develop a steady stream of prospective leads via 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

Persuasion

Networking

Tools

Video conferencing

Job description

Stratford Davis LLC is seeking an entry-level, virtual role focused on helping individuals review financial objectives and present strategic coverage options. You will receive licensing support, mentorship, and tools to launch a lucrative practice from home.

No prior finance background is required, with full onboarding. Expect performance-based income, flexible scheduling, and opportunities for coaching and incentive travel as you build your client base.