Financial Solutions Advisor - Build Wealth & Client Impact

United States Digital Space LLC; Pasadena (CA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits

Paid time off

Job summary

United States Digital Space LLC is seeking a financial services professional to provide comprehensive advice and customized solutions to clients. The role involves building financial plans, reviewing goals, and recommending brokerage products while ensuring SAFE Act compliance for mortgage origination.

You will triage leads, refer to partners, and meet regulatory due diligence requirements to support clients in achieving their financial objectives.

Qualifications

• Must hold Series 7 and 66 licenses (or the equivalent 63/65 in lieu of 66).
• Minimum of one year of experience in investments and financial services.
• Sales experience meeting or exceeding goals in a financial context.
• Must be able to work Monday through Friday and rotating Saturdays.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal providers.
• Mitigate and control risk in daily activities.
• Identify and engage new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

United States Digital Space LLC is seeking a financial services professional to provide comprehensive advice and customized solutions to clients. The role involves building financial plans, reviewing goals, and recommending brokerage products while ensuring SAFE Act compliance for mortgage origination.

You will triage leads, refer to partners, and meet regulatory due diligence requirements to support clients in achieving their financial objectives.