Strategic Financial Solutions Advisor

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

Job summary

Bank of America is seeking a Financial Advisor to deliver comprehensive financial guidance and customized solutions. You will triage leads, refer to partners, and meet with clients to review goals, build plans, and recommend brokerage products.

The role requires licenses (Series 7/66) and at least one year in investments or financial services, with a focus on client relationships and results in a fast-paced office environment.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry.
• Minimum of one year of experience in the financial service industry or a sales environment.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or center clientele.
• Provides coaching to referral partners based on client needs and product services.

Skills

Series 7 & 66 licenses

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies & Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Advisor to deliver comprehensive financial guidance and customized solutions. You will triage leads, refer to partners, and meet with clients to review goals, build plans, and recommend brokerage products.

The role requires licenses (Series 7/66) and at least one year in investments or financial services, with a focus on client relationships and results in a fast-paced office environment.