Strategic Financial Advisor

United States Digital Space LLC; Boston (MA); On-site; USD 70,000 - 80,000; Full time

Job summary

United States Digital Space LLC is seeking a financial advisor to provide comprehensive guidance and customized solutions to clients. You will triage leads, refer to internal partners, meet with clients to review goals, build financial plans, and recommend brokerage products.

You’ll also pursue required licenses and complete trainings, with potential involvement in residential mortgage lending under SAFE Act rules.

Qualifications

• Holds Series 7 and Series 66 licenses or equivalents (63/65).
• 1+ year experience in investments and financial services or sales with targets met.
• Proven ability to build relationships and manage client expectations.

Responsibilities

• Plan clients' financial goals with brokerage products (stocks, bonds, mutual funds, annuities).
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigate and control risk in daily activities.
• Identify and engage new clients through referrals or client base.

Skills

Series 7 license

Series 66 license

FINRA licenses

Education

High School Diploma / GED

Job description

United States Digital Space LLC is seeking a financial advisor to provide comprehensive guidance and customized solutions to clients. You will triage leads, refer to internal partners, meet with clients to review goals, build financial plans, and recommend brokerage products.

You’ll also pursue required licenses and complete trainings, with potential involvement in residential mortgage lending under SAFE Act rules.