Client-Focused Financial Solutions Advisor

United States Digital Space LLC; Tulsa (OK); On-site; USD 50,000 - 80,000; Full time

Job summary

United States Digital Space LLC in Tulsa, OK seeks a financial advisor to help clients achieve their financial goals through brokerage products, banking, and managed solutions. You will triage leads, refer to partners, and meet with clients to review goals and recommend solutions, with required licenses and SAFE Act compliance.

This role requires strong relationship skills, ability to manage multiple tasks, and willingness to learn new technology.

Qualifications

• High School Diploma or equivalent required
• FINRA SIE desirable / required licenses to obtain

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center 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

High School Diploma / GED / Secondary School or equivalent

Job description

United States Digital Space LLC in Tulsa, OK seeks a financial advisor to help clients achieve their financial goals through brokerage products, banking, and managed solutions. You will triage leads, refer to partners, and meet with clients to review goals and recommend solutions, with required licenses and SAFE Act compliance.

This role requires strong relationship skills, ability to manage multiple tasks, and willingness to learn new technology.