Client-Focused Financial Solutions Advisor I

Habitat For Humanity Of Durham; Durham (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America in the United States seeks a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage products and banking services.

You will triage leads, refer to internal partners, and meet with clients to review goals, while completing required licenses and trainings. SAFE Act registration applies to mortgage-related origination roles and background checks are required.

Qualifications

• Holds Series 7 and 66 licenses; or 63/65 with condition to pass missing series within 60 days.
• Minimum 1 year in financial services or sales with goals met/exceeded.
• Builds and nurtures strong relationships and communicates confidently with clients.
• Able to plan short- and long-term financial goals with brokerage products and banking solutions.
• Familiarity with regulatory due diligence and compliance requirements.

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage products (stocks, bonds, mutual funds, annuities) and banking solutions.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal service providers based on needs and assets.
• Mitigates risk and ensures compliance in daily activities.
• Identify and engage potential new clients through referrals or center clientele.

Skills

Client Experience

Investment Management

Portfolio Management

Prospecting

Risk Management

Oral Communications

Executive Presence

Referral Management

Pipeline Management

Trading

Client Solutions Advisory

Business Acumen

Education

High School Diploma / GED

Tools

Series 7

Series 66

SAFE Act Registration

Job description

Bank of America in the United States seeks a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage products and banking services.

You will triage leads, refer to internal partners, and meet with clients to review goals, while completing required licenses and trainings. SAFE Act registration applies to mortgage-related origination roles and background checks are required.