Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Solutions Advisor (Mortgage & Investments) SAFE Act

Bank of America ATM

Bank of America is seeking a client advisory role focused on helping clients achieve financial goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend banking and investment products.

You will work toward licenses, training, and possibly residential mortgage loan origination with SAFE Act compliance. This is a market-wide opening based on business needs.

#J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor (Mortgage & Investments) SAFE Act in Louisiana, MO vacancy
  •  ...focused on helping clients achieve financial goals. You will triage leads,...  ...review goals and recommend banking and investment products. You will work toward...  ...training, and possibly residential mortgage loan origination with SAFE Act compliance. This is a market-wide... 
    Mortgage

    Bank of America

    Louisiana, MO
    3 days ago
  • $28.85 - $33.65 per hour

     ...common purpose to help make financial lives better through...  ...advice and customized solutions to clients to help them...  ...review financial and investment goals and recommend products...  ...of residential mortgage loans, and as such, is subject to SAFE Act registration requirements... 
    Mortgage
    Hourly pay
    Temporary work
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Louisiana, MO
    23 hours ago
  •  ...Job Description The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information... 
    Suggested

    Prudential Financial

    Louisiana, MO
    21 days ago
  • Overview The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Must be located... 
    Suggested

    Prudential Financial

    Louisiana, MO
    4 days ago
  • Prudential Financial is seeking a candidate to deliver personalized investment solutions and develop financial plans for clients in Louisiana. The role involves cross-checking work for accuracy and collaborating with investment professionals to strengthen client relationships... 
    Suggested

    Prudential Financial

    Louisiana, MO
    4 days ago
  •  ...and Responsibilities Serves as a trusted advisor by connecting people to their dreams...  ...banking advice. Educates customers on safe banking practices and helps prevent fraud...  ...business to our commercial, insurance and investments partners. Seeks opportunities to develop... 
    Contract work
    Bank staff
    Work at office
    Local area
    Flexible hours
    Night shift

    Origin Bank

    Louisiana, MO
    2 days ago
  • First Merchants Bank is hiring a Financial Advisor to facilitate the sale and service of securities, annuities, registered investment advisory products and life insurance to qualified clients. The role focuses on growing client relationships by originating new business... 

    First Merchants Corporation

    Louisiana, MO
    2 days ago
  • $55 per hour

     ...proformas, site control agreements, easements, mortgages, and ALTA surveys to identify issues...  ..., easement requirements, and curative solutions. Experience reviewing ALTA/NSPS Land...  ...and the authority to STOP WORK if unsafe acts are observed. Nos valeurs L'... 
    Mortgage
    Hourly pay
    Full time
    Contract work
    Fixed term contract
    Remote work
    Work visa
    Flexible hours

    ENGIE North America Inc.

    Louisiana, MO
    23 hours ago
  •  ...hard work, honors diversity and invests in our employees as we focus...  ...within the organization. Acting as the business leader for the...  ...internal stakeholders with a solutions-oriented approach Identify and...  ...one‑on‑one health coaching, mortgage services and more All qualified... 
    Mortgage
    Temporary work
    For contractors
    Work at office
    Remote work
    Night shift

    Valmont Industries, Inc.

    Louisiana, MO
    2 days ago
  • A leading insurance firm in Baton Rouge seeks a Financial Representative to work with clients, understanding their financial needs and providing impactful solutions. Ideal candidates are customer-focused, motivated, and effective communicators. This full-time role includes... 
    Full time

    The Western and Southern Life Insurance Company

    Louisiana, MO
    1 day ago
  •  ...quality while aligning with investor expectations and funding strategy. The role oversees servicing of Consumer loans, including Credit Cards, Auto, RVs, Mortgage, and related products, with a focus on scalable operations, #J-18808-Ljbffr Lafayette Federal Credit Union
    Mortgage

    Lafayette Federal Credit Union

    Louisiana, MO
    23 hours ago
  • A fraternal financial services organization is looking for financial representatives to help individuals achieve their financial goals. You will create tailored financial plans and provide guidance on financial products. This entry-level full-time role comes with extensive... 
    Full time

    Modern Woodmen of America

    Louisiana, MO
    23 hours ago
  •  ...Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. As a Financial Representative,...  ...their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance... 
    Full time

    The Western and Southern Life Insurance Company

    Louisiana, MO
    3 days ago
  • Advantage Capital Agribusiness Partners, LC seeks an Investment Analyst for a Summer 2027 start date to assist with financial analysis and forecasting across industries. You will evaluate investments, meet management for due diligence with travel across the United States... 
    Summer work

    Advantage Capital Agribusiness Partners, LC

    Louisiana, MO
    3 days ago
  • $25 - $35 per hour

    Far Inspections is seeking reliable independent contractors to conduct residential occupancy verifications in Winn County, Louisiana, and nearby areas. You control your schedule and route as a 1099 inspector, with pay per inspection designed to equal about $25-$35 per hour...
    Mortgage
    Hourly pay
    For contractors
    Flexible hours

    Far Inspections

    Louisiana, MO
    4 days ago
  • Hancock Whitney Corp. is hiring a Mortgage Direct Loan Originator to originate conventional, VA, and FHA loans using digital platforms. You will build client relationships, analyze applications, and leverage Encompass, Salesforce, and Five9 to streamline the process while... 
    Mortgage

    Hancock Whitney Corp.

    Louisiana, MO
    2 days ago
  • MCI seeks a Remote Customer Service Representative to support mortgage customers across the U.S. Key responsibilities include handling inbound calls, understanding customer needs, and resolving issues effectively. The ideal candidate requires a high school diploma, excellent... 
    Mortgage
    Remote job

    MCI

    Louisiana, MO
    4 days ago
  • $25 - $35 per hour

    Far Inspections seeks reliable independent contractors to perform residential occupancy verifications in Cameron County, Louisiana and surrounding communities. You run your own routing and schedule, with on-site visits typically lasting only a few minutes and reports submitted...
    Mortgage
    Hourly pay
    For contractors
    Flexible hours

    Far Inspections

    Louisiana, MO
    23 hours ago
  • State Farm Agent Team Member in Pearl River, LA, seeks an Insurance Account Representative to help customers with insurance and financial service options. You will build relationships, educate clients on products, develop leads, schedule appointments, and work toward sales... 
    Full time

    Terrilltalamoinsurance

    Louisiana, MO
    2 days ago
  • $25 - $35 per hour

     ...the equivalent of $25-$35 per hour. FAR Inspections is actively seeking a reliable independent contractor to perform residential mortgage inspections in Richland County, Louisiana and surrounding communities. If you live in or near Rayville or anywhere in Richland County... 
    Mortgage
    Hourly pay
    Price work
    Extra income
    Full time
    For contractors
    Live in
    Flexible hours

    Far Inspections

    Louisiana, MO
    23 hours ago
  •  ...every day. This posting is specifically for our Koch Ag & Energy Solutions manufacturing facilities listed below, with the opportunity...  ...our operating facility's major business decisions and overall financial health Analyze operating costs of manufacturing processes. Build... 
    Full time
    Summer work
    Internship
    Summer internship
    Flexible hours

    Koch Business Solutions, LP

    Louisiana, MO
    2 days ago
  • $190k - $260k

     ...choice. Be a key player in our mission to become the premier financial partner for our community. Your skills and dedication are essential...  ...Unsecured Home Improvement loans, in addition to Residential Mortgages and Home Equity Lines and Loans. This role is accountable for... 
    Mortgage
    Contract work
    Temporary work
    Local area

    Lafayette Federal Credit Union

    Louisiana, MO
    4 days ago
  • Guaranty Bank and Trust Co. is seeking a Paying and Receiving Teller to handle routine customer transactions with accuracy and courtesy. You will balance cash, process deposits and withdrawals, and follow bank policies to protect the institution. The role involves greeting...

    Guaranty Bank and Trust Co.

    Louisiana, MO
    23 hours ago
  • Description POSITION SUMMARY: The Paying and Receiving Teller has the most frequent contact with bank customers. He/she accepts the transactions that are presented to him/her while protecting the bank's interest by following the policy and procedures of the bank. REPORTING...
    Work at office
    Local area
    Night shift

    Guaranty Bank and Trust Co.

    Louisiana, MO
    23 hours ago
  •  ...Bank at the Lafayette Downtown Banking Center is seeking a banking professional to provide full-service banking with emphasis on financial counseling, lending, and customer service. The role focuses on meeting credit needs, cross selling services, and developing strong... 

    1st Source Bank

    Louisiana, MO
    4 days ago
  • $25 - $35 per hour

     ...the equivalent of $25-$35 per hour. FAR Inspections is actively seeking a reliable independent contractor to perform residential mortgage inspections in Pike County, Missouri and surrounding communities. If you live in or near Bowling Green or anywhere in Pike County,... 
    Mortgage
    Hourly pay
    Price work
    Extra income
    Full time
    For contractors
    Live in
    Flexible hours

    Far Inspections

    Bowling Green, MO
    2 days ago
  • $57k - $67.5k

     ...! We have been recognized nationally by (1) Newsweek’s America’s Best Bank’s list , (2) we’ve received a 5-star rating from Bauer financial , and (3) we’ve also ranked #12 in S&P Global’ s Top Performing Credit Union’s in 2022 for the second year in a row! Our Culture:... 
    Hourly pay
    Temporary work
    Remote work

    Lafayette Federal Credit Union

    Louisiana, MO
    3 days ago
  •  ...Relations Analyst to nurture relationships with investors and stakeholders. The role involves delivering timely information, performing financial analyses, and supporting investor communications strategies. You will collaborate with the IR team to prepare presentations and... 

    Lafayette Federal Credit Union

    Louisiana, MO
    3 days ago
  • Blue Cross NC is seeking a Director, Enterprise Risk Management to design, execute, and continuously improve the organization's risk framework. You will proactively identify and manage enterprise risks, partnering with executives and boards to embed risk-based thinking ...

    Blue Cross and Blue Shield of North Carolina

    Louisiana, MO
    4 days ago
  • Houston Methodist is seeking a Senior Consultant to plan, direct, and coordinate enterprise-scale revenue cycle, hospital and clinic operations, IT and business strategy projects. You will execute plans using best practices, drive ROI, and identify areas for process improvements...

    Houston Methodist

    Louisiana, MO
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Solutions Advisor (Mortgage & Investments) SAFE Act. Be the first to apply!