Strategic Financial Solutions Advisor

United States Digital Space LLC; Jacksonville (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

United States Digital Space LLC is seeking an experienced Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage products and tailored financial plans.

The role emphasizes triaging leads, referrals to internal partners, and building lasting client relationships while meeting regulatory requirements and licenses such as Series 7/66. A dynamic, client-focused environment with growth opportunities awaits.

Qualifications

• .Currently holds Series 7 & 66 licenses; if missing 66 but have 63/65, offer contingent on passing missing series within 60 days.
• .Has at least one year experience in the investments industry with investment product knowledge.
• .Has at least one year in financial services or a sales environment where goals were met or exceeded.
• .Sets and accomplishes goals, achieving what you set your mind to.
• .Builds and nurtures strong relationships and collaborates effectively.
• .Communicates effectively and confidently with all clients.
• .Manages goals, navigates complexity, and prioritizes tasks in a fast-paced environment.
• .Continuously learns and adapts to provide right solutions for clients.
• .Efficiently manages time and capacity.
• .Incorporates regulatory due diligence into daily activities and long-term strategies.

Responsibilities

• Triages client leads and refers to internal service providers based on client needs and asset thresholds.
• Builds financial plans using brokerage products including stocks, bonds, mutual funds, annuities, and banking solutions.
• Meets with clients to review financial goals and recommend brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Maintains regulatory due diligence in daily activities and long-term planning.

Skills

Advisory

Account Management

Client Experience Branding

Customer Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, Guidelines

Client Management

Causation Analysis

Written Communications

Education

Series 7 & 66 licenses

63/65 in lieu of 66

CFP designation

CRPC designation

Insurance licenses

Job description

United States Digital Space LLC is seeking an experienced Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage products and tailored financial plans.

The role emphasizes triaging leads, referrals to internal partners, and building lasting client relationships while meeting regulatory requirements and licenses such as Series 7/66. A dynamic, client-focused environment with growth opportunities awaits.