Strategic Financial Solutions Advisor
Job in
El Cajon, San Diego County, California, 92021, USA
Listed on 2026-09-03
Listing for:
United States Digital Space LLC
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
United States Digital Space LLC is seeking an experienced financial advisor to guide clients toward achieving their financial goals. The role includes triaging leads, making referrals to partners, and meeting with clients to develop comprehensive financial plans using a range of brokerage products.
Candidates hold Series 7/66 licenses (or equivalents) with at least 1 year in investments and a sales environment; completion of missing licenses within 60 days may be required.
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