Remote Virtual Financial Advisor - Commission-Only

Stratford Davis LLC; Denver (CO); Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Commission-based pay

Schedule ownership

Mentorship

Health and life insurance

Fully funded national trips

Job summary

Stratford Davis LLC is seeking a Virtual Financial Advisor to educate families on protective and growth-oriented financial products. This role offers 100% remote flexibility, with the support of training, scripts, and an administrative backbone to help you build a scalable practice.

You will prospect, assess needs via video calls, deliver tailored recommendations, and nurture client relationships to drive ongoing growth.

Qualifications

• Authentic passion to empower everyday people financially.
• Confident communication style with strong listening skills.
• Motivated by goal-oriented, commission-based earnings.
• Self-managed work habits suitable for independent daily scheduling.
• Open to candidates from all professional backgrounds.

Responsibilities

• Prospect for new business through personal networking and inbound leads.
• Assess client needs via video conference and gather key financial inputs.
• Deliver clear, value-packed financial recommendations.
• Nurture account growth through regular satisfaction checks.
• Engage in continuous professional development through online workshops.

Skills

Networking

Sales

Communication

Job description

Stratford Davis LLC is seeking a Virtual Financial Advisor to educate families on protective and growth-oriented financial products. This role offers 100% remote flexibility, with the support of training, scripts, and an administrative backbone to help you build a scalable practice.

You will prospect, assess needs via video calls, deliver tailored recommendations, and nurture client relationships to drive ongoing growth.