Remote Financial Planning Advisor - 100% Commission

Stratford Davis LLC; San Antonio (TX); Remote; USD 25,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Travel opportunities for top-perform

Flexible schedule

Job summary

Stratford Davis LLC in San Antonio, United States, offers a fully remote role focused on helping families plan their future. The position emphasizes client discovery calls, lead generation, and ongoing client management, with comprehensive onboarding and mentorship for all new team members.

Ideal candidates are self-motivated with strong communication skills, high integrity, and the ability to work independently on a flexible schedule.

Qualifications

• Strong verbal and written communication skills.
• Self-motivated individuals who enjoy set schedules and managing their own daily tasks.
• High standards of personal integrity, ethics, and accountability.
• No experience necessary, we provide structured onboarding and live coaching for all new team members.
• 100% Remote: Freedom to work from your home office with a flexible schedule.
• Full Training & Mentorship: One-on-one coaching and structured developmental resources.
• Incentives & Travel: Eligibility for financial bonuses, merit recognition, and top-performer trips.
• Health & Wellness Access: Options for medical, dental, and vision coverage, plus life insurance benefits.
• Commission-Based Earnings: This is a 100% commission-based role designed for self-starters - offering uncapped income potential where your effort directly controls your financial success.

Responsibilities

• Virtual Consultations: Host remote discovery calls to evaluate client needs and outline personalized financial strategies.
• Business Development: Generate prospective leads through direct outreach, digital networking, and referral systems.
• Client Management: Nurture ongoing client relationships by offering continuous support and regular updates.
• Continuous Learning: Participate in hands-on workshops, product updates, and mentorship sessions to hone your skills.

Skills

Communication skills

Self-motivated

Relationship-building

Job description

Stratford Davis LLC in San Antonio, United States, offers a fully remote role focused on helping families plan their future. The position emphasizes client discovery calls, lead generation, and ongoing client management, with comprehensive onboarding and mentorship for all new team members.

Ideal candidates are self-motivated with strong communication skills, high integrity, and the ability to work independently on a flexible schedule.