Client-Focused Financial Solutions Advisor

United States Digital Space LLC; Arlington (VA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Industry-leading benefits

Job summary

United States Digital Space LLC in Arlington, VA is seeking a Financial Advisor to provide comprehensive advice and customized solutions to help clients reach their financial goals.

Responsibilities include triaging client leads, referrals to partners, reviewing goals, and recommending products. The role requires licenses and trainings, with SAFE Act registration where applicable. In-office Arlington work location; 40 hours/week; competitive pay and benefits.

Qualifications

• Aptitude for obtaining required industry licenses.
• Self-discipline in time and capacity management.
• Experience cultivating client relationships and needs assessment.
• Strong communication and collaboration across teams.
• Ability to manage multiple tasks in a fast-paced environment.
• Willingness to learn new technology.

Responsibilities

• Work with clients to plan short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investments strategies that align with client goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.

Skills

Client Experience

Investment Management

Portfolio Management

Prospecting

Referral Management

Education

High School Diploma / GED

Job description

United States Digital Space LLC in Arlington, VA is seeking a Financial Advisor to provide comprehensive advice and customized solutions to help clients reach their financial goals.

Responsibilities include triaging client leads, referrals to partners, reviewing goals, and recommending products. The role requires licenses and trainings, with SAFE Act registration where applicable. In-office Arlington work location; 40 hours/week; competitive pay and benefits.