Personal Financial Solutions Advisor Job at United States Digital Space LLC, Cambridge, MA

  • United States Digital Space LLC
  • Cambridge, MA

Job Description

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. #J-18808-Ljbffr

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