Growth-Focused Financial Solutions Advisor

United States Digital Space LLC; Edmond (OK); On-site; USD 60,000 - 90,000; Full time

Job summary

United States Digital Space LLC is seeking a financial advisor to help clients reach their financial goals through brokerage products and tailored investment strategies.

You will triage client needs, refer to appropriate services, and meet SAFE Act requirements for mortgage-related activities where applicable. The role involves developing new client relationships and maintaining a client-centric approach in a multi-location environment.

Qualifications

• Must be licensed or in process of obtaining required industry licenses.
• Experience in cultivating client relationships and assessing needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Strong communication and collaboration with peers.
• Demonstrates a results-driven mindset while prioritizing client interests.
• Learns and adapts to new technology or applications.

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and routes to internal service providers.
• Menasge risk as part of daily activities.
• Identify and engage potential new clients through referrals or centers of influence.

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

Bachelor's degree

High School Diploma or GED

Job description

United States Digital Space LLC is seeking a financial advisor to help clients reach their financial goals through brokerage products and tailored investment strategies.

You will triage client needs, refer to appropriate services, and meet SAFE Act requirements for mortgage-related activities where applicable. The role involves developing new client relationships and maintaining a client-centric approach in a multi-location environment.