Strategic Financial Solutions Advisor

Bank of America; El Cajon (CA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

United States Digital Space LLC is seeking an experienced financial advisor to guide clients toward achieving their financial goals. The role includes triaging leads, making referrals to partners, and meeting with clients to develop comprehensive financial plans using a range of brokerage products.

Candidates hold Series 7/66 licenses (or equivalents) with at least 1 year in investments and a sales environment; completion of missing licenses within 60 days may be required.

Qualifications

• Bachelor required? (not explicitly stated)
• Licensed prerequisites include Series 7 & 66 (63/65 in lieu) and potential 66 completion within 60 days
• Minimum 1 year experience in investments and financial services or sales with goals
• Knowledge of investment products and services and compliance with regulatory requirements
• Willingness to train and obtain required licenses under SAFE Act

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including 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
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

United States Digital Space LLC is seeking an experienced financial advisor to guide clients toward achieving their financial goals. The role includes triaging leads, making referrals to partners, and meeting with clients to develop comprehensive financial plans using a range of brokerage products.

Candidates hold Series 7/66 licenses (or equivalents) with at least 1 year in investments and a sales environment; completion of missing licenses within 60 days may be required.