Wealth Planning & Investment Advisor
Habitat for Humanity of Durham
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. #J-18808-Ljbffr
Vacancy posted 3 days ago
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