Strategic Financial Solutions Advisor

United States Digital Space LLC; Bend (OR); On-site; USD 70,000 - 120,000; Full time

Job summary

United States Digital Space LLC in Bend, Oregon seeks a licensed financial professional to provide comprehensive advice and customized solutions to help clients meet their financial goals.

You will triage client leads, refer to business partners as needed, review financial plans with clients, and recommend brokerage products. Compliance with SAFE Act is required; prior licenses and sales experience are valued.

Qualifications

• Current Series 7 and 66 (or 63/65 with 66) licenses required.
• Experience in investments and financial services; sales experience a plus.
• Ability to develop financial plans and recommend brokerage products.

Responsibilities

• Triages client leads and refers to internal partners based on client needs.
• Meets with clients to review financial and investment goals and build plans.
• Maintains regulatory due diligence and complies with SAFE Act requirements.
• Develops and nurtures client relationships and achieves targets.

Skills

Advisory

Account Management

Client Experience

Communication

Relationship Building

Sales

Education

Series 7 & 66 licenses

CFP / CRPC desirable

Job description

United States Digital Space LLC in Bend, Oregon seeks a licensed financial professional to provide comprehensive advice and customized solutions to help clients meet their financial goals.

You will triage client leads, refer to business partners as needed, review financial plans with clients, and recommend brokerage products. Compliance with SAFE Act is required; prior licenses and sales experience are valued.