Strategic Financial Solutions Advisor

United States Digital Space LLC; Minneapolis (MN); On-site; USD 40,000 - 47,000; Full time

Job summary

United States Digital Space LLC seeks a financially experienced advisor to help clients reach their goals through tailored plans and investment products. The role emphasizes triaging client leads, referrals, and meeting with clients to review goals and recommend solutions.

Responsibilities include building brokerage-based financial plans, coordinating with internal partners, and expanding the client base while ensuring regulatory compliance and prudent risk management.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as 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.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Bachelor's degree

Job description

United States Digital Space LLC seeks a financially experienced advisor to help clients reach their goals through tailored plans and investment products. The role emphasizes triaging client leads, referrals, and meeting with clients to review goals and recommend solutions.

Responsibilities include building brokerage-based financial plans, coordinating with internal partners, and expanding the client base while ensuring regulatory compliance and prudent risk management.