Client‑Focused 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 is seeking a financially oriented advisor to help clients reach goals using brokerage products, banking and investments. You will triage client requests, refer to partners, and review plans with clients in a dynamic, in-office role leading to growth opportunities.

Qualifications include licenses, strong client relationships, and a results-driven mindset; a FINRA/SIE-like background is advantageous.

Qualifications

• Aptitude in obtaining required industry licenses.
• Bachelor's degree or higher preferred or equivalent experience.
• Experience in cultivating client relationships and assessing needs.
• Ability to communicate effectively and collaborate with peers.
• Results-driven mindset in a fast-paced environment.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investments strategies aligned with goals.
• Triages client requests and makes referrals to internal partners.
• Mitigate and manage risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Portfolio Management

Prospecting

Risk Management

Executive Presence

Oral Communications

Trading

Education

Bachelor's degree

High School Diploma

Job description

United States Digital Space LLC is seeking a financially oriented advisor to help clients reach goals using brokerage products, banking and investments. You will triage client requests, refer to partners, and review plans with clients in a dynamic, in-office role leading to growth opportunities.

Qualifications include licenses, strong client relationships, and a results-driven mindset; a FINRA/SIE-like background is advantageous.