Financial Solutions Advisor — Mortgage & Investments

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

Benefits offered by this job

Benefits eligible

Job summary

United States Digital Space LLC seeks a financial advisory professional to help clients reach their financial goals through brokerage products, banking and advisory solutions. The role includes triaging client leads, referring to internal partners, and meeting with clients to review goals and suggest appropriate products.

Licensing requirements and SAFE Act registrations apply where required. Schedule is Monday–Friday with rotating Saturdays; benefits eligible and in-office collaboration is

Qualifications

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investment strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client 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 seeks a financial advisory professional to help clients reach their financial goals through brokerage products, banking and advisory solutions. The role includes triaging client leads, referring to internal partners, and meeting with clients to review goals and suggest appropriate products.

Licensing requirements and SAFE Act registrations apply where required. Schedule is Monday–Friday with rotating Saturdays; benefits eligible and in-office collaboration is