Client-Focused Financial Planning Advisor
United States Digital Space LLC
United States Digital Space LLC is seeking a financial advisor to provide comprehensive client advice, build financial plans, and recommend brokerage products. The role emphasizes meeting licensing requirements (Series 7 & 66) and regulatory compliance under SAFE Act. The position involves triaging client leads, referring to partners, and coaching referral networks to meet goals. Strong relationship-building, communication, and risk management are essential. #J-18808-Ljbffr United States Digital Space LLC
Vacancy posted 5 days ago
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