Investment Advisor & Financial Planning Expert

Bank of America; Boulder City (NV); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Benefits eligibility

Incentive plan

Job summary

United States Digital Space LLC seeks a financial advisor to guide clients toward their long-term goals by building personalized plans and recommending brokerage products. The role requires active licensing, regulatory compliance, and a track record in a sales environment with meeting or exceeding targets.

You will triage client needs, refer to internal specialists, and grow the client base across multiple market locations while balancing risk and throughput in a busy financial center network.

Qualifications

• Holds Series 7 & 66 licenses (63/65 in lieu of 66) or eligible to obtain missing series within 60 days.
• At least 1 year in investments or financial services with sales exposure and goal attainment.
• Willingness to meet regulatory due diligence and SAFE Act requirements.

Responsibilities

• Plan client financial goals by building a plan with brokerage products (stocks, bonds, mutual funds, annuities, banking solutions).
• Recommend banking and investment strategies aligned to client goals.
• Triages client requests and refers to internal partners based on needs and assets.
• Mitigate risk and manage client relationships in a fast-paced environment.
• Identify new clients through referrals and center visits; coach referral partners.

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Relationship Building

Pipeline Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

United States Digital Space LLC seeks a financial advisor to guide clients toward their long-term goals by building personalized plans and recommending brokerage products. The role requires active licensing, regulatory compliance, and a track record in a sales environment with meeting or exceeding targets.

You will triage client needs, refer to internal specialists, and grow the client base across multiple market locations while balancing risk and throughput in a busy financial center network.