Strategic Financial Solutions Advisor

Bank of America; New York (NY); On-site; USD 60,000 - 70,000; Full time

Job summary

United States Digital Space LLC is hiring to provide tailored financial guidance and investment solutions, helping clients reach their financial goals through brokerage products and thoughtful planning.

You will triage client leads, refer to partners as needed, meet with clients to review goals, and ensure licensing compliance while building long-term relationships.

The position offers training, ongoing development, and a path to expand responsibilities.

Qualifications

• Must be capable of obtaining required industry licenses.
• Experience cultivating client relationships and communicating effectively.

Responsibilities

• Build financial plans with brokerage products and refer to appropriate internal service providers based on client needs.
• Triage client requests and refer to internal partners to meet client goals and asset thresholds.
• Meet with clients to review financial and investment goals and recommend products.

Skills

Client Experience

Relationship Building

Communication Skills

Investment Knowledge

Education

High School Diploma / GED

Job description

United States Digital Space LLC is hiring to provide tailored financial guidance and investment solutions, helping clients reach their financial goals through brokerage products and thoughtful planning.

You will triage client leads, refer to partners as needed, meet with clients to review goals, and ensure licensing compliance while building long-term relationships.

The position offers training, ongoing development, and a path to expand responsibilities.