Remote Financial Advisor — High Earnings, Flexible Schedule

Stratford Davis LLC; California; Remote; USD 90,000 - 110,000; Full time

Benefits offered by this job

Remote work

Mentorship

Annual incentive trips

Job summary

Stratford Davis LLC offers a virtual entry-level role focused on helping clients review financial objectives and present tailored coverage options. You will receive mentorship, onboarding, and systems support to launch a lucrative practice from home.

There is a 100% performance pay structure with no earning ceiling and flexible scheduling, with optional health coverage and life protection. You can build a six-figure income from home.

Qualifications

• No formal finance background required; on-boarding provided.
• Strong communication skills via phone/video.
• Ability to manage time and build client relationships.

Responsibilities

• Develop a steady flow of prospects through direct networking and social channels.
• Conduct virtual consultations to analyze client objectives and present plans.
• Design tailored financial plans and product packages.
• Build lasting client relationships with ongoing follow-ups and reviews.
• Attend weekly skill-building sessions to stay compliant and sharp.

Skills

Lead generation

Communication

Time management

Self-motivation

Job description

Stratford Davis LLC offers a virtual entry-level role focused on helping clients review financial objectives and present tailored coverage options. You will receive mentorship, onboarding, and systems support to launch a lucrative practice from home.

There is a 100% performance pay structure with no earning ceiling and flexible scheduling, with optional health coverage and life protection. You can build a six-figure income from home.