Strategic Financial Solutions Advisor

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

Job summary

United States Digital Space LLC is seeking a financial advisor to provide comprehensive guidance and customized solutions to clients. You will triage leads, refer to partners, meet clients to review goals, and build financial plans with brokerage products.

The role requires active licenses (Series 7/66 or equivalents) and at least one year in investments. Schedule includes Monday–Friday with some Saturday rotation, and a salary range of $70,000 to $80,000 plus incentives.

Qualifications

• Holds Series 7 & 66 licenses (or 63/65 with condition) and at least one year in investments.
• Sales experience in financial services or similar where goals were met.
• Ability to plan and review client financial goals and build plans.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers.
• Mitigate and manage risk in daily activities.
• Identify potential new clients through referrals or existing clientele.
• Provide coaching to referral partners based on client needs.

Skills

Licensing knowledge

Client communication

Relationship building

Financial planning

Education

High School Diploma / GED

Tools

CRM software

Investment platforms

Job description

United States Digital Space LLC is seeking a financial advisor to provide comprehensive guidance and customized solutions to clients. You will triage leads, refer to partners, meet clients to review goals, and build financial plans with brokerage products.

The role requires active licenses (Series 7/66 or equivalents) and at least one year in investments. Schedule includes Monday–Friday with some Saturday rotation, and a salary range of $70,000 to $80,000 plus incentives.