Financial Solutions Advisor: Create Custom Financial Plans

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

Benefits offered by this job

Formulaic incentive plan

Industry-leading benefits

Paid time off

Job summary

United States Digital Space LLC in Syosset, NY is seeking a client-focused financial advisor to provide comprehensive guidance and customized solutions to help clients achieve their financial goals. Responsibilities include triaging leads, referring to partners, meeting clients to review goals, building a financial plan, and recommending brokerage products, with licensing training and SAFE Act compliance.

The role offers a 40-hour work week on 1st shift, salary range $70,000–$80,000, competitive

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66).
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Strong relationship-building and client servicing capabilities.
• Ability to work Monday through Friday with rotating Saturdays.

Responsibilities

• Works 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 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 client center networks.
• Provides coaching and feedback 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

Risk Management

Pipeline Management

Written Communications

Education

High School Diploma

Job description

United States Digital Space LLC in Syosset, NY is seeking a client-focused financial advisor to provide comprehensive guidance and customized solutions to help clients achieve their financial goals. Responsibilities include triaging leads, referring to partners, meeting clients to review goals, building a financial plan, and recommending brokerage products, with licensing training and SAFE Act compliance.

The role offers a 40-hour work week on 1st shift, salary range $70,000–$80,000, competitive