Strategic Financial Solutions Advisor

United States Digital Space LLC; Manteca (CA); On-site; USD 70,000 - 80,000; Full time

Job summary

United States Digital Space LLC is seeking a financial services professional to provide comprehensive client advisory and customized solutions to achieve financial goals. Responsibilities include triaging leads, making referrals, meeting with clients, and building financial plans with brokerage products.

The role requires licenses (Series 7 & 66 or equivalents), at least one year in investments, and a commitment to SAFE Act regulations.

Qualifications

• Advises clients to help reach financial goals with brokerage products.
• Excellent communication, relationship-building and goal-setting.
• Requires knowledge of regulatory due diligence and investment products.

Responsibilities

• Work with clients to plan short- and long-term financial goals.
• Build financial plans and refer to internal service providers as needed.
• Triages client requests and coordinates with partners based on assets.
• Mitigate risk and maintain regulatory compliance in daily activities.
• Identify new clients through referrals and existing center networks.
• Coach partners on needs and appropriate product solutions.

Skills

Advisory

Account Management

Client Experience Branding

Customer Focus

Oral Communications

Issue Management

Client Solutions

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies & 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 a financial services professional to provide comprehensive client advisory and customized solutions to achieve financial goals. Responsibilities include triaging leads, making referrals, meeting with clients, and building financial plans with brokerage products.

The role requires licenses (Series 7 & 66 or equivalents), at least one year in investments, and a commitment to SAFE Act regulations.