Personal Wealth & Investment Advisor
Job in
DeSoto, Dallas County, Texas, 75115, USA
Listed on 2026-08-27
Listing for:
United States Digital Space LLC
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
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
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