Financial Solutions Advisor Registration Candidate - Pittsburgh Market

United States Digital Space LLC; Pittsburgh (Allegheny County); On-site; USD 65,000 - 100,000; Full time

Job summary

United States Digital Space LLC is seeking a financially oriented advisor to help clients reach goals using brokerage products, banking and investments. You will triage client requests, refer to partners, and review plans with clients in a dynamic, in-office role leading to growth opportunities.

Qualifications include licenses, strong client relationships, and a results-driven mindset; a FINRA/SIE-like background is advantageous.

Qualifications

• Aptitude in obtaining required industry licenses.
• Bachelor's degree or higher preferred or equivalent experience.
• Experience in cultivating client relationships and assessing needs.
• Ability to communicate effectively and collaborate with peers.
• Results-driven mindset in a fast-paced environment.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investments strategies aligned with goals.
• Triages client requests and makes referrals to internal partners.
• Mitigate and manage risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Portfolio Management

Prospecting

Risk Management

Executive Presence

Oral Communications

Trading

Education

Bachelor's degree

High School Diploma

Job description

Job Description:

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' 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 t to learn, grow, and make an impact. Join us!

Job Description:This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.

This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

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 investments 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

Required 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

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

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

Weekly Schedule - Monday thru Friday, rotating Saturdays

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:1st shift (United States of America)

Hours Per Week:40