Strategic Financial Solutions Advisor

United States Digital Space LLC; Fairfield (CT); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Professional training

Job summary

United States Digital Space LLC is seeking a client-focused financial professional to help clients meet their financial goals. You will build financial plans, advise on investments, and coordinate with internal partners to deliver solutions.

The role requires SAFE Act registration considerations and adherence to regulated processes. Success comes from strong client relations, time management, and effective communication in a fast-paced environment.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and assessing needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Strong communication and collaboration with peers.
• Willingness to learn new technology and applications.

Responsibilities

• Plan financial goals with clients using brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client objectives.
• Triages client requests and refers to appropriate internal providers.

Skills

Licensing

Time management

Relationship building

Communication

Sales experience

Client advisory

Education

High School Diploma / GED

Bachelor's degree

Job description

United States Digital Space LLC is seeking a client-focused financial professional to help clients meet their financial goals. You will build financial plans, advise on investments, and coordinate with internal partners to deliver solutions.

The role requires SAFE Act registration considerations and adherence to regulated processes. Success comes from strong client relations, time management, and effective communication in a fast-paced environment.