Personal Wealth & Investment Advisor
United States Digital Space LLC
United States Digital Space LLC in Texas seeks an client-focused financial professional to provide advisory services, triage client leads, and refer to partners based on needs and assets. You will meet with clients to review goals, build a financial plan, and recommend brokerage products. This role requires Series 7 and 66, at least one year in investments or financial services, strong relationship-building and communication skills, and willingness to work Monday through Friday with rotating #J-18808-Ljbffr United States Digital Space LLC
Vacancy posted 4 days ago
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