Strategic Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

United States Digital Space LLC is seeking a financial services professional to advise clients on goals, investments, and banking solutions in Manassas, VA. You will triage leads, refer to partners, and review plans with clients to propose appropriate products.

Role requires licensure, strong relationship-building, and compliance with SAFE Act regulations. Expect ability to manage multiple tasks in a fast-paced environment with a focus on client outcomes.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Demonstrates strong communication and collaboration skills.
• Results-driven mindset prioritizing client interests in a complex environment.
• Ability to execute multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products.
• Recommends banking and investments strategies aligned with clients’ goals.
• Triages client requests and refers to internal service providers.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or existing clientele.

Skills

Client Experience

Investment Management

Portfolio Management

Referral Management

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

United States Digital Space LLC is seeking a financial services professional to advise clients on goals, investments, and banking solutions in Manassas, VA. You will triage leads, refer to partners, and review plans with clients to propose appropriate products.

Role requires licensure, strong relationship-building, and compliance with SAFE Act regulations. Expect ability to manage multiple tasks in a fast-paced environment with a focus on client outcomes.