Financial Solutions Advisor: Licensing Path to Client Advisory

Bank of America; Concord (CA); On-site; USD 60,000 - 70,000; Full time

Job summary

United States Digital Space LLC is hiring a Financial Solutions Advisor Stage I in Pleasant Hill, CA. You will begin with licensing trainings (SIE, Series 7, Series 66) and progress toward providing integrated banking and investment solutions to clients.

You will build relationships, assess client needs, and guide them with advice and solutions to improve their financial lives, while growing your professional network and collaborating with Merrill and the center team.

Qualifications

• Aptitude for obtaining required industry licenses and maintaining good standing.
• Minimum education: High School Diploma or GED.
• SIE and securities licenses are progressed with company support.

Responsibilities

• Obtain required industry licenses (SIE, Series 7, Series 66) within set timelines.
• Build and manage client relationships and assess complex financial needs.
• Engage with banking partners to deliver integrated financial solutions.
• Grow professional network starting at a financial center and expand client base.
• Provide end-to-end advisory, assessments, and periodic client reviews.
• Collaborate with Merrill and internal partners to meet client needs.

Skills

Client Experience

Branding

Advisory

Investment Mgmt

Pipeline Mgmt

Referral Mgmt

Client Management

Customer Focus

Portfolio Mgmt

Prospecting

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma or equivalent

FINRA SIE / Bachelor's degree in financial services

Job description

United States Digital Space LLC is hiring a Financial Solutions Advisor Stage I in Pleasant Hill, CA. You will begin with licensing trainings (SIE, Series 7, Series 66) and progress toward providing integrated banking and investment solutions to clients.

You will build relationships, assess client needs, and guide them with advice and solutions to improve their financial lives, while growing your professional network and collaborating with Merrill and the center team.