Financial Solutions Advisor - Registration Candidate - Carson and Reno Area

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

Benefits offered by this job

Training & Licensing Support

Benefits Eligible

Paid Time Off

Job summary

United States Digital Space LLC in Carson City, NV is seeking a Financial Solutions Advisor Stage I who will begin by obtaining required securities licenses (SIE, Series 7, Series 66) and learning foundational advisory skills. You will move toward handling a portfolio of clients with comprehensive financial solutions.

As you progress, you’ll access Academy programs and on-the-job training to grow your practice, while adhering to SAFE Act requirements and regulatory standards.

Qualifications

• Aptitude in obtaining required industry licenses and building client relationships.
• Strong communication and collaboration skills in a fast-paced environment.

Responsibilities

• Support clients by delivering securities licenses and financial guidance.
• Build and manage client relationships with a consultative approach.
• Work with banking and investment partners to meet client needs.

Skills

Client relationships

Time management

Sales mindset

Effective communication

Adaptability

Education

High School Diploma / GED

Tools

SIE prep

Job description

Job Description:

Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

At the company, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates's physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

the company is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At the company, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver the company's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within the company and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We'll help you

• Build a successful career at the company through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to the solutions we provide through the company and Merrill to meet virtually all their financial needs.

Required Qualifications

• Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing 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.

Desired Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE) Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Spanish speaking

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

Minimum Education Requirement

• High School Diploma / GED / Secondary School or equivalent

Schedule

• Monday - Fridays and rotating Saturdays

Shift:1st shift (United States of America)

Hours Per Week:40

Pay Transparency details

US - NV - Carson City - 947 Topsy Ln - CARSON VALLEY PLAZA (NV2139)

Pay and benefits information

Pay range

$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.