Client-Centric Financial Solutions Advisor

United States Digital Space LLC; Pittsburgh (Allegheny County); On-site; USD 65,000 - 100,000; Full time

Job summary

United States Digital Space LLC in the United States is seeking a financial center professional to provide comprehensive advice and customized solutions to clients to help them achieve financial goals. Responsibilities include triaging client leads, referring to partners, and meeting with clients to review goals and recommend products.

This role may involve residential mortgage loan origination under SAFE Act; requires registration and background checks.

Qualifications

• Licensing: aptitude in obtaining required industry licenses and FINRA SIE.
• Strong time management and capacity control.
• Experience cultivating client relationships and recommending solutions.

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal service providers.
• Mitigates and controls risk in daily activities.
• Identify and engage new clients through referrals or existing clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

Bachelor's degree

FINRA SIE

Job description

United States Digital Space LLC in the United States is seeking a financial center professional to provide comprehensive advice and customized solutions to clients to help them achieve financial goals. Responsibilities include triaging client leads, referring to partners, and meeting with clients to review goals and recommend products.

This role may involve residential mortgage loan origination under SAFE Act; requires registration and background checks.