Personal Financial Solutions Advisor

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

Benefits offered by this job

Benefits eligible

Job summary

United States Digital Space LLC in Massachusetts is seeking a client-focused financial advisor to deliver comprehensive financial planning, mortgage guidance, and tailored investment solutions to clients in Belmont, Jamaica Plain, and Newton.

You will triage client needs, refer to internal partners, build financial plans, and meet licensing requirements. This role requires strong relationship skills, the ability to manage multiple tasks, and compliance with SAFE Act requirements.

Qualifications

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

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

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

High School Diploma

Job description

United States Digital Space LLC in Massachusetts is seeking a client-focused financial advisor to deliver comprehensive financial planning, mortgage guidance, and tailored investment solutions to clients in Belmont, Jamaica Plain, and Newton.

You will triage client needs, refer to internal partners, build financial plans, and meet licensing requirements. This role requires strong relationship skills, the ability to manage multiple tasks, and compliance with SAFE Act requirements.