Financial Solutions Advisor - Worthington Financial Center

Habitat For Humanity Of Durham; Deutschland; Vor Ort; EUR 50.000 - 70.000; Vollzeit

Zusammenfassung

Habitat For Humanity Of Durham is hiring for a financial advisor role focused on providing customized investment solutions. You will engage with clients, build financial plans, and provide expert advice to help them achieve their financial goals.

The ideal candidate should have a Series 7 license and at least one year of experience in the investment industry. The position offers a structured workweek with opportunities for client engagement and financial education.

Qualifikationen

• Currently holds Series 7 and 66 (or equivalent) licenses.
• Minimum of one year of experience in the investments industry.
• Sets and accomplishes goals, achieving whatever one sets their mind to.

Aufgaben

• Provide advice and customized solutions to clients.
• Meet with clients to review financial and investment goals.
• Mitigate and control risk as part of daily activities.

Kenntnisse

Account Management

Advisory

Customer and Client Focus

Attention to Detail

Risk Management

Ausbildung

High School Diploma / GED

Jobbeschreibung

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Responsibilities

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.

This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

• Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial centre clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Required Qualifications

• Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever one sets their mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast‑paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages time and capacity.
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.

Desired Qualifications

• Strong computer skills with an ability to multitask in a demanding environment.
• Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained insurance licenses.

Skills

• Account Management
• Advisory
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Policies, Procedures, and Guidelines
• Risk Management
• Written Communications

Weekly Schedule

Monday thru Friday, rotating Saturdays

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40