Client‑Centric Financial Solutions Advisor

United States Digital Space LLC; Myrtle Beach (SC); On-site; USD 35,000 - 65,000; Full time

Job summary

United States Digital Space LLC is seeking a finance advisor to help clients reach their financial goals through tailored strategies and brokerage products. You will review investment goals, build plans, and refer clients to appropriate partners in a flexible, client-focused environment.

Role requires FINRA Series 7 and 66 (or equivalents), plus at least 1 year in investments or financial services with proven sales performance.

Qualifications

• Licenses: Series 7 and 66 (or 63/65 in lieu) per FINRA.
• Minimum 1 year in investments or financial services with sales targets.
• Willingness to work Monday–Friday and rotating Saturdays.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Triages client requests and refers to internal service providers as needed.
• Meet with clients to review financial and investment goals and build a financial plan.
• Provide coaching and feedback to referral partners and expand client relationships.

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

United States Digital Space LLC is seeking a finance advisor to help clients reach their financial goals through tailored strategies and brokerage products. You will review investment goals, build plans, and refer clients to appropriate partners in a flexible, client-focused environment.

Role requires FINRA Series 7 and 66 (or equivalents), plus at least 1 year in investments or financial services with proven sales performance.