Wealth Planning & Investment Advisor
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
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.
We invite applications for the Wealth Planning & Investment Advisor position located in Durham, NC, United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Planning & Investment Advisor role at Habitat For Humanity Of Durham, based in Durham, NC, United States.
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