Client Solutions Advisor — Finance & Investments

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

United States Digital Space LLC in Attleboro, MA seeks a financial advisor to help clients achieve their financial goals through brokerage products and banking solutions. The role includes triaging leads, referring to partners, meeting clients to review goals, and pursuing required licenses under SAFE Act rules.

The position requires strong client relationships, time management, and a results-driven mindset in a fast-paced environment. In-office with some flexibility, typical 40 hours/week.

Qualifications

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

Responsibilities

• Plan client financial goals with brokerage products and banking solutions.
• Recommend investment strategies aligned with client objectives.
• Triages client requests and refers to internal service providers.

Skills

Client Experience

Investment Management

Risk Management

Sales Experience

Oral Communications

Executive Presence

Education

Bachelor's degree

High School Diploma or GED

Job description

United States Digital Space LLC in Attleboro, MA seeks a financial advisor to help clients achieve their financial goals through brokerage products and banking solutions. The role includes triaging leads, referring to partners, meeting clients to review goals, and pursuing required licenses under SAFE Act rules.

The position requires strong client relationships, time management, and a results-driven mindset in a fast-paced environment. In-office with some flexibility, typical 40 hours/week.