Remote Financial Planning Consultant | Six-Figure Income

Stratford Davis LLC; Ohio; Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

100% Performance Pay

Complete Flexibility

1-on-1 Coaching

Benefits Access

Incentive Trips

Job summary

Stratford Davis LLC is seeking a highly motivated, remote financial professional to build a scalable client base from home. You will generate leads, conduct virtual consultations, and design tailored financial plans that align with client goals.

No prior finance background is required, as full onboarding is provided. You can expect 100% performance-based pay with no earning ceiling, flexible scheduling, and 1-on-1 coaching from industry leaders.

Qualifications

• Clear, persuasive communicator over phone and video.
• Disciplined self-starter motivated by performance-based income.
• Excellent time-management for home-based work.
• No prior finance background required; 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

Clear communication

Self-motivated

Time management

Client focus

Job description

Stratford Davis LLC is seeking a highly motivated, remote financial professional to build a scalable client base from home. You will generate leads, conduct virtual consultations, and design tailored financial plans that align with client goals.

No prior finance background is required, as full onboarding is provided. You can expect 100% performance-based pay with no earning ceiling, flexible scheduling, and 1-on-1 coaching from industry leaders.