Strategic Financial Solutions Advisor

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

Job summary

the company is seeking a financial advisor to provide comprehensive advice and customized solutions to help clients achieve their financial goals. The role involves triaging leads, referring to internal partners, meeting with clients, and reviewing goals to recommend suitable products.

Responsibilities include building financial plans with brokerage products, advising on banking and investment strategies, and sourcing new clients through referrals or existing centers of influence.

Qualifications

• Must be pursuing or have obtained required industry licenses.
• Strong time management and capacity skills.
• Experience in cultivating client relationships and recommending solutions.
• Proven ability to build peer relationships through communication and collaboration.
• Results-driven mindset with client interests in a fast-paced environment.
• Ability to multitask and adapt to new technology.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products (stocks, bonds, mutual funds, annuities, and banking solutions).
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and referrals to internal service providers based on needs and assets.
• Mitigate and control risk in daily activities.
• Identify and engage potential new clients through referrals or existing clientele.

Skills

Client Experience

Relationship Building

Investment Management

Risk Management

Communication

Sales Skills

Education

High School Diploma / GED

Job description

the company is seeking a financial advisor to provide comprehensive advice and customized solutions to help clients achieve their financial goals. The role involves triaging leads, referring to internal partners, meeting with clients, and reviewing goals to recommend suitable products.

Responsibilities include building financial plans with brokerage products, advising on banking and investment strategies, and sourcing new clients through referrals or existing centers of influence.