Remote Inbound Financial Advisor – Commission & Mentorship

Stratford Davis LLC; New York (NY); Remote; USD 42,000 - 72,000; Full time

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative to help individuals and families plan for their financial future. In this fully remote, performance-based role, you will work with clients to understand their needs, provide strategic recommendations, and guide them toward informed financial decisions using a wide range of tools.

You’ll generate opportunities, meet clients virtually, develop customized strategies, and build lasting relationships.

Qualifications

• Strong verbal communication and relationship-building abilities.
• Goal-oriented mindset with the drive to succeed in a performance-based role.
• Ability to work independently and manage time effectively.
• High level of professionalism and ethical decision-making.

Responsibilities

• Generate new business opportunities through outreach, networking, and referrals.
• Meet with clients virtually to evaluate their financial goals and current situations.
• Develop customized strategies and present solutions that align with client needs.
• Build long-term relationships by offering continuous support and value.
• Stay up to date with industry knowledge, product offerings, and compliance standards.
• Conduct your work with professionalism, accountability, and integrity.

Skills

Verbal communication

Relationship-building

Goal-oriented

Independent work

Professionalism

Ethical decision-making

Job description

Stratford Davis LLC is seeking a Remote Inbound Representative to help individuals and families plan for their financial future. In this fully remote, performance-based role, you will work with clients to understand their needs, provide strategic recommendations, and guide them toward informed financial decisions using a wide range of tools.

You’ll generate opportunities, meet clients virtually, develop customized strategies, and build lasting relationships.