Financial Solutions Advisor – Upstate NY

United States Digital Space LLC

South Dakota

On-site

USD 70,000 - 80,000

Full time

4 days ago

Be an early applicant

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

Benefits package

Job summary

United States Digital Space LLC is seeking a licensed financial professional to provide comprehensive advisory services and customized solutions to clients. You will triage client leads, refer to business partners, and meet with clients to review goals and build financial plans using brokerage products.

The role requires active licenses (Series 7/66 or equivalents), a minimum of one year in investments or financial services, and a strong emphasis on regulatory due diligence and client

Qualifications

This role requires Series 7 and 66 licenses (or 63/65 equivalents).
Minimum one year in investments and/or financial services with sales experience.
Strong relationship-building and communication skills; ability to meet goals.

Responsibilities

Plan clients' short- and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities).
Triages client requests and refers to appropriate internal service providers based on client needs and assets.
Meet with clients to review financial and investment goals and recommend suitable products.
Incorporate regulatory due diligence into daily activities and strategies.

Skills

Series 7 license

Series 66 license

Investments knowledge

Sales experience

Client relationships

Regulatory due diligence

Time management

Communication

Education

High School Diploma or GED

Job description

The role requires active licenses (Series 7/66 or equivalents), a minimum of one year in investments or financial services, and a strong emphasis on regulatory due diligence and client

Get your free, confidential resume review.

or drag and drop your file here.