Personal Financial Solutions Advisor
Job in
Cambridge, Middlesex County, Massachusetts, 02140, USA
Listed on 2026-08-25
Listing for:
United States Digital Space LLC
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
United States Digital Space LLC in Massachusetts is seeking a client-focused financial advisor to deliver comprehensive financial planning, mortgage guidance, and tailored investment solutions to clients in Belmont, Jamaica Plain, and Newton.
You will triage client needs, refer to internal partners, build financial plans, and meet licensing requirements. This role requires strong relationship skills, the ability to manage multiple tasks, and compliance with SAFE Act requirements.
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