Remote Financial Planner — Flexible Schedule & High Earning

Stratford Davis LLC; New Orleans (LA); Remote; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health plan (optional)

Life coverage

Annual incentive trips

1-on-1 coaching

Remote work from anywhere

Job summary

Stratford Davis LLC seeks a highly motivated, remote financial services professional to develop a steady stream of leads, conduct virtual consultations, and present tailored financial plans. You will build lasting client relationships through consistent follow-ups and annual reviews while benefiting from weekly coaching and annual incentive trips.

The role offers 100% performance pay with no earning ceiling and complete flexibility to set your own calendar from home, with onboarding provided for

Qualifications

• Clear, persuasive communicator over phone and video platforms.
• Self-starter with discipline and motivation by performance-driven income.
• Excellent time-management for remote, home-based work.
• No prior finance background required; full 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

Communication

Self-motivation

Time management

Onboarding

Job description

Stratford Davis LLC seeks a highly motivated, remote financial services professional to develop a steady stream of leads, conduct virtual consultations, and present tailored financial plans. You will build lasting client relationships through consistent follow-ups and annual reviews while benefiting from weekly coaching and annual incentive trips.

The role offers 100% performance pay with no earning ceiling and complete flexibility to set your own calendar from home, with onboarding provided for