Impactful Financial Solutions Advisor

United States Digital Space LLC; Linthicum (MD); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

In-office collaboration

Job summary

United States Digital Space LLC is hiring a financial services professional to provide advisory services and customized solutions to clients, helping them reach their financial goals. The role involves triaging leads, referring clients to internal partners, and meeting with clients to review goals and recommend products.

The position requires completing required licenses, training, and SAFE Act registration for residential mortgage loan origination where applicable.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Self-discipline in managing time and capacity.
• Strong communication and collaboration skills.
• Willingness to obtain FINRA SIE and related licenses.

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 refers to appropriate internal providers.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or existing clientele.

Skills

Client Management

Oral Communications

Risk Management

Time Management

Financial Planning

Education

High School Diploma / GED

Bachelor's degree

Job description

United States Digital Space LLC is hiring a financial services professional to provide advisory services and customized solutions to clients, helping them reach their financial goals. The role involves triaging leads, referring clients to internal partners, and meeting with clients to review goals and recommend products.

The position requires completing required licenses, training, and SAFE Act registration for residential mortgage loan origination where applicable.