Remote Financial Consultant — Six-Figure Potential

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

Benefits offered by this job

Health exchange plans

Life coverage

Incentive trips

Flexible scheduling

1-on-1 coaching

Job summary

Stratford Davis LLC in the United States is seeking an entry-level financial advisor willing to work 100% remotely. You will review clients' financial objectives, present strategic coverage options, and build a scalable practice with direct commission-based earnings and full onboarding support.

Capabilities include clear communication over phone and video, time management, and self-motivation. Mentorship from veteran leaders and optional health coverage programs are provided.

Qualifications

• No finance background required; onboarding provided.
• Excellent communication skills for phone and video.
• Self-motivated with strong time-management.

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

Strong communication

Time management

Self-motivated

No finance background required

Job description

Stratford Davis LLC in the United States is seeking an entry-level financial advisor willing to work 100% remotely. You will review clients' financial objectives, present strategic coverage options, and build a scalable practice with direct commission-based earnings and full onboarding support.

Capabilities include clear communication over phone and video, time management, and self-motivation. Mentorship from veteran leaders and optional health coverage programs are provided.