Remote Inbound Financial Advisor — Flexible, Commission

Stratford Davis LLC; Reno (NV); Remote; USD 30,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Structured onboarding

Mentorship program

Commission-based pay

Bonuses

Insurance options

Travel incentives

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative to help individuals and families plan for their financial future. You will work with clients to understand needs, provide strategic recommendations, and guide informed financial decisions from your home office.

You’ll generate opportunities, meet clients virtually, develop personalized strategies, and build lasting relationships while staying current on industry knowledge and compliance standards.

Qualifications

• Excellent verbal communication and relationship-building skills.
• Goal-oriented mindset with a drive to succeed in a performance-based role.
• Ability to work independently and manage time effectively.
• Professionalism and ethical decision-making in financial guidance.

Responsibilities

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

Skills

Verbal communication

Relationship building

Goal oriented

Independence

Job description

Stratford Davis LLC is seeking a Remote Inbound Representative to help individuals and families plan for their financial future. You will work with clients to understand needs, provide strategic recommendations, and guide informed financial decisions from your home office.

You’ll generate opportunities, meet clients virtually, develop personalized strategies, and build lasting relationships while staying current on industry knowledge and compliance standards.