Financial Solutions Advisor I: License Path & Growth

Bank of America; Paramount (CA); On-site; USD 82,667,000 - 96,421,000; Full time

Benefits offered by this job

Benefits package

Paid time off

In-office culture

Job summary

United States Digital Space LLC is seeking a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7 and Series 66 licenses and to learn to guide clients through complex financial scenarios with a human-centric approach.

You'll start in an in-office environment, progress to a financial center, and collaborate with banking and Merrill partners to deliver core banking and investment solutions while building long-term client relationships.

Qualifications

• Aptitude in obtaining required industry licenses; strong time management.
• Experience cultivating client relationships and identifying needs.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Obtain SIE, Series 7 and Series 66 licenses.
• Advise clients and build relationships while considering complex financial needs.
• Collaborate with banking and Merrill partners to meet client needs.
• Provide end-to-end wealth advice and client reviews.

Skills

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer 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 is seeking a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7 and Series 66 licenses and to learn to guide clients through complex financial scenarios with a human-centric approach.

You'll start in an in-office environment, progress to a financial center, and collaborate with banking and Merrill partners to deliver core banking and investment solutions while building long-term client relationships.