Wealth Solutions Advisor | Financial Planning Pro

United States Digital Space LLC; Lynnwood (WA); On-site; USD 70,000 - 80,000; Full time

Job summary

United States Digital Space LLC in Washington state seeks a financial advisor to help clients achieve their goals by building financial plans and recommending brokerage products, including stocks, bonds, and mutual funds. The role involves triaging client leads, referrals, and meeting regulatory requirements such as SAFE Act registration.

Candidates should hold Series 7 and 66 (or 63/65), have at least one year in investments, and be capable of working Monday to Friday with rotating Saturdays.

Qualifications

• Required: Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience in financial services and/or a sales environment with achieved goals.

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities, banking and money‑managed solutions).
• Recommends banking and investments strategies aligned with client goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Pipeline Management

Risk Management

Written Communications

Education

High School Diploma / GED

Job description

United States Digital Space LLC in Washington state seeks a financial advisor to help clients achieve their goals by building financial plans and recommending brokerage products, including stocks, bonds, and mutual funds. The role involves triaging client leads, referrals, and meeting regulatory requirements such as SAFE Act registration.

Candidates should hold Series 7 and 66 (or 63/65), have at least one year in investments, and be capable of working Monday to Friday with rotating Saturdays.