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Client-Focused Financial Planning Advisor
Job in
Durham, Durham County, North Carolina, 27703, 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, Wealth Management
Job Description & How to Apply Below
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.
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