Remote Financial Planning Consultant

Stratford Davis LLC; Atlanta (GA); Remote; USD 30,000 - 70,000; Full time

Benefits offered by this job

Performance pay

Flexibility

1-on-1 Coaching

Benefits Access

Incentive Trips

Job summary

Stratford Davis LLC is seeking an entry-level, fully remote role focused on connecting with individuals to review financial objectives and present strategic coverage options. The company provides licensing support, mentorship, and all systems to launch a lucrative practice.

You will develop leads, conduct virtual consultations, and design client-specific financial plans while building lasting relationships and receiving ongoing coaching.

Qualifications

• Deeply committed to improving the financial well-being of families.
• Clear, persuasive communicator over phone and video platforms.
• Highly disciplined self-starter motivated by performance-driven income.
• Exceptional time-management abilities for 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

Time management

Self-motivation

Networking

Job description

Stratford Davis LLC is seeking an entry-level, fully remote role focused on connecting with individuals to review financial objectives and present strategic coverage options. The company provides licensing support, mentorship, and all systems to launch a lucrative practice.

You will develop leads, conduct virtual consultations, and design client-specific financial plans while building lasting relationships and receiving ongoing coaching.