Client-Centric Financial Solutions Advisor

Bank of America; Quantico (VA); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

United States Digital Space LLC is seeking a Financial Advisor to provide comprehensive guidance to clients, helping them reach financial goals through brokerage products and tailored strategies. The role includes licensing, meeting with clients, and referrals to partners based on needs.

Responsibilities include planning, recommending strategies, triaging requests, and expanding client relationships while managing risk in a fast-paced environment.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Build a financial plan with brokerage products to meet goals.
• Recommend banking and investments strategies.
• Triages client requests and referrals to internal partners based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals.

Skills

Client Experience

Investment Management

Pipeline Management

Referral Management

Client Management

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Job description

United States Digital Space LLC is seeking a Financial Advisor to provide comprehensive guidance to clients, helping them reach financial goals through brokerage products and tailored strategies. The role includes licensing, meeting with clients, and referrals to partners based on needs.

Responsibilities include planning, recommending strategies, triaging requests, and expanding client relationships while managing risk in a fast-paced environment.