Remote Financial Planning & Client Growth Specialist

Stratford Davis LLC; Philadelphia (Philadelphia County); Remote; USD 30,000 - 75,000; Full time

Benefits offered by this job

Health & Life Coverage

Bonuses & Travel

Comprehensive Training

Remote work

Job summary

Stratford Davis LLC in Philadelphia, United States, is hiring for a remote entry-level role where you’ll connect with potential clients and walk them through strategic financial plans. You’ll have complete schedule independence and access to training and mentorship to set you up for long-term success.

This position emphasizes uncapped earnings with performance bonuses, ongoing support from a team, and health coverage options through partner plans.

Qualifications

• Client-focused approach to helping individuals and families.
• Excellent listening and clear explanations.
• Self-motivation with uncapped earnings potential.
• Strong organizational skills for remote work.
• No prior experience required; full training provided.

Responsibilities

• Grow Your Pipeline: Connect with prospective clients via direct outreach and networking.
• Host Virtual Meetings: Assess client financial situations and long-term goals online.
• Build Custom Strategies: Present personalized financial plans tailored to client needs.
• Maintain Relationships: Provide ongoing support to build long-term trust.
• Keep Learning: Stay current on industry trends and compliance through workshops.
• Work with Integrity: Maintain high ethical and professional standards.

Skills

Client focus

Communication

Self-drive

Organization

No experience required

Job description

Stratford Davis LLC in Philadelphia, United States, is hiring for a remote entry-level role where you’ll connect with potential clients and walk them through strategic financial plans. You’ll have complete schedule independence and access to training and mentorship to set you up for long-term success.

This position emphasizes uncapped earnings with performance bonuses, ongoing support from a team, and health coverage options through partner plans.