Remote Financial Planning Consultant (Commission-Based)

Stratford Davis LLC; San Diego (CA); Remote; USD 50,000 - 100,000; Full time

Benefits offered by this job

Flexible schedule

Mentorship program

Performance bonuses

Health & Wellness Benefits

Travel incentives

Job summary

Stratford Davis LLC in San Diego offers a fully remote, 100% commission-based role. We provide structured onboarding and live coaching for all new team members, plus flexible schedules and support to help you succeed.

You'll lead virtual consultations, build client relationships, and generate business through outreach and referrals, with incentives and travel opportunities for top performers.

Qualifications

• Strong verbal and written communication.
• Self-motivated with ability to manage daily tasks with a flexible schedule.
• High standards of personal integrity and accountability.
• No experience required; onboarding and live coaching provided.

Responsibilities

• Host remote discovery calls to evaluate client needs and outline personalized financial strategies.
• Generate prospective leads through direct outreach, digital networking, and referral systems.
• Nurture ongoing client relationships with ongoing support and regular updates.
• Participate in hands‑on workshops, product updates, and mentorship sessions to hone your skills.

Skills

Communication skills

Self-motivation

Integrity

Remote work

Job description

Stratford Davis LLC in San Diego offers a fully remote, 100% commission-based role. We provide structured onboarding and live coaching for all new team members, plus flexible schedules and support to help you succeed.

You'll lead virtual consultations, build client relationships, and generate business through outreach and referrals, with incentives and travel opportunities for top performers.