Wealth & Financial Solutions Advisor

Bank of America; Fayetteville (AR); On-site; USD 45,000 - 70,000; Full time

Job summary

United States Digital Space LLC is seeking a financial advisor to help clients achieve financial goals through investment and banking solutions. You will triage leads, refer to partners, and meet with clients to review goals and discuss products.

The role requires industry licenses, strong client relationships, and the ability to manage multiple tasks in a fast-paced environment. Schedule is Monday–Friday, full-time, with potential remote flexibility based on role.

Qualifications

• Licensing and trainings required for financial advice roles.
• Strong client relationship and communication skills are essential.
• Ability to manage multiple tasks in a fast-paced, regulated setting.

Responsibilities

• Triages client leads and referrals to appropriate internal partners.
• Meets with clients to review financial goals and recommend products.
• Mitigates risk and complies with regulatory requirements.
• Maintains and grows client relationships through proactive service.

Skills

Client experience

Sales skills

Communication

Financial knowledge

Relationship building

Time management

Education

FINRA SIE eligibility

High School diploma

Bachelor’s preferred

Job description

United States Digital Space LLC is seeking a financial advisor to help clients achieve financial goals through investment and banking solutions. You will triage leads, refer to partners, and meet with clients to review goals and discuss products.

The role requires industry licenses, strong client relationships, and the ability to manage multiple tasks in a fast-paced environment. Schedule is Monday–Friday, full-time, with potential remote flexibility based on role.