Wealth Planning & Investment Advisor

Habitat For Humanity Of Durham; Durham (NC); On-site; USD 50,000 - 70,000; Full time

Job summary

Habitat For Humanity Of Durham is seeking a financial advisor responsible for helping clients achieve their financial goals. You will triage client leads, advise on investments, and guide clients through building financial plans with brokerage products.

The ideal candidate will have at least one year of experience in the financial services industry and hold Series 7 & 66 licenses, or be willing to obtain them promptly. This role requires excellent relationship-building and communication skills, as well as the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• Currently holds Series 7 & 66 licenses. If not, must get necessary licenses within 60 days.
• Minimum one year experience in the investments industry.
• Minimum one year experience in the financial service or sales environment.
• Ability to set and accomplish goals effectively.
• Strong relationship-building skills.
• Collaboration and effective communication with clients and peers.
• Manage complexity and prioritize tasks efficiently.
• Ability to adapt and learn new information quickly.

Responsibilities

• Plan short and long-term financial goals for clients.
• Recommend banking and investment strategies.
• Triaging client requests for financial solutions.
• Engage potential new clients for services.
• Provide coaching to referral partners based on client needs.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Habitat For Humanity Of Durham is seeking a financial advisor responsible for helping clients achieve their financial goals. You will triage client leads, advise on investments, and guide clients through building financial plans with brokerage products.

The ideal candidate will have at least one year of experience in the financial services industry and hold Series 7 & 66 licenses, or be willing to obtain them promptly. This role requires excellent relationship-building and communication skills, as well as the ability to manage multiple tasks in a fast-paced environment.