Remote Financial Planning Advisor

Stratford Davis LLC; Denver (CO); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Commission-Based Opportunity

Mentorship & Guidance

Life Insurance

Healthcare Plans

Bonuses & Rewards

Travel Opportunities

Structured Onboarding

Training & Development

Job summary

Stratford Davis LLC in Denver, CO, is seeking a Remote Inbound Representative to help individuals and families plan their financial future. You will work directly with clients to understand their needs, offer strategic recommendations, and guide them toward informed financial decisions using proven tools and resources.

This role offers independence with mentorship, structured onboarding, and a commission-based earning potential.

Qualifications

• A genuine interest in helping people improve their financial well-being.
• Strong verbal communication and relationship-building abilities.
• Goal-oriented mindset with the drive to succeed in a performance-based role.
• Ability to work independently and manage time effectively.
• High level of professionalism and ethical decision-making.
• Background in sales, finance, or customer service is helpful, but not required.
• Work Flexibility: Fully remote role with control over your own schedule.
• Training & Development: Access to structured onboarding, ongoing coaching, and professional growth resources.
• Commission-Based Opportunity: commission structure with unlimited income potential.
• Supportive Environment: Work alongside a team that provides mentorship and guidance.
• Travel Opportunities: Qualify for incentive trips and exclusive experiences based on performance.

Responsibilities

• Generate new business opportunities through outreach, networking, and referrals.
• Meet with clients virtually to evaluate their financial goals and current situations.
• Develop customized strategies and present solutions that align with client needs.
• Build long-term relationships by offering continuous support and value.
• Stay up to date with industry knowledge, product offerings, and compliance standards.
• Conduct your work with professionalism, accountability, and integrity.

Job description

Stratford Davis LLC in Denver, CO, is seeking a Remote Inbound Representative to help individuals and families plan their financial future. You will work directly with clients to understand their needs, offer strategic recommendations, and guide them toward informed financial decisions using proven tools and resources.

This role offers independence with mentorship, structured onboarding, and a commission-based earning potential.