Financial Solutions Advisor — Mortgage & Investments (SAFE Act)
United States Digital Space LLC
United States Digital Space LLC is hiring a Financial Advisor in Fairfax, VA to provide comprehensive guidance and tailored solutions to clients pursuing their financial goals. You will triage client leads, refer to partners, and meet with clients to review goals and recommend suitable products, including mortgage aspects per SAFE Act requirements. The role emphasizes license training, regulatory compliance, and building long-term client relationships in a collaborative, in-office environment #J-18808-Ljbffr United States Digital Space LLC
$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...MortgageHourly payFull timeTemporary workWork at officeFlexible hoursDay shift$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...MortgageHourly payTemporary workWork at officeFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...Join us!As a Financial Solutions Advisor Stage I (FSA I), your... ...’s core banking, investment solutions and approach... ...position is subject to SAFE Act registration requirements... ...in residential loan mortgage originations must...MortgageHourly payFull timeWork at officeImmediate startShift workDay shift- ...America in the United States seeks a financial professional to provide comprehensive advice and customized solutions helping clients achieve financial goals... ...training; may involve residential mortgage loan origination with SAFE Act requirements. From the outset, you will...MortgageWork at office
$240k - $270k
...primary relationship advisor for high net... ...Truist Wealth solutions. Accomplished and... ...sound personal financial planning and financial... ...(e.g. credit, mortgage, planning, investment, trust and... ...Associates* Continuously act as a culture... ...* Must be SAFE Mortgage Licensing...MortgageFull timePart timeWork at officeLocal areaShift workDay shift- ...wealth management and investment products and services... .... Merrill’s Financial Advisors and Wealth Management... ...executing highly customized solutions to meet client needs... ...is subject to SAFE Act registration requirements... ...in residential loan mortgage originations must register...MortgageInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...the latest banking solutions and cutting-edge financial technology combined... ...Frank/Truth in Lending Act This position is... ...position requires National Mortgage Licensing System and... ...under the SAFE Act of 2008. As such... ...mortgages, auto financing, investment advice, small...MortgageImmediate startAfternoon shift
- ...Review, validate, and develop financial cash flow models including mortgage (MBS) and asset-backed... ...to clientagreements with investment banks, issuers,... ...effectively manage stress and work safely and respectfully with... ...the California Fair Chance Act, Los Angeles County Fair...MortgageH1bLocal area
$250k
...Personal Banker SAFE Act - Centreville Branch Discover your future at Citi Working at Citi is far more than just a job. A... ...available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards...$26 - $30.83 per hour
...Bank Of America Residential Mortgage Loan Originator At Bank of... ...common purpose to help make financial lives better through the power... ..., and as such, is subject to SAFE Act registration requirements. Pursuant... ...home lending product solutions, submits the mortgage application...MortgageHourly payFull timeWork at officeWork from homeFlexible hoursShift workWeekend workDay shift- ...Pinnacle Financial Advisor PositionAt Pinnacle, our goal is to create an... ...lines of credit, residential mortgages, and other miscellaneous consumer... ..., treasury management, and investment products.Optimize/recommend appropriate tailored solutions to client needs and provide...MortgageWork at office
- ...CA-WA Private Mortgage Banker (SAFE) Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE... ...affluent borrowers with realtors, builders, financial professionals, bank stores, past... ...compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations....MortgageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...confidently achieve their financial goals by delivering personalized solutions that support... ...clients on mortgage products, accepting... ...Truth in Lending Act, 12 CFR Part 1026.... ...Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§... ...package reflects the investments we make in our...MortgageWork at officeLocal areaWork from homeFlexible hours
$49.5k - $82.5k
...improve the customer's financial wellbeing.... ...wallet. Positions PNC solutions to drive new revenue... ...Deposit Insurance Act (FDIA) and, for any... ...Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial... ...and community investments. Our inclusive...MortgageFull timeTemporary workPart timeWork experience placementWork at office- ...customers, using your financial knowledge to offer thoughtful solutions to help address... ...experience by acting with a customer-first... ...(Financial Advisors, Mortgage Bankers, and Business... ...under the SAFE Act of 2008. As such... ...auto financing, investment advice, small business...MortgageFull timePart timeImmediate startAfternoon shift
- ...sales and marketing of Truist Mortgage Loan products within bank... ...clients to other bank solutions for deepening client opportunities... ...applications ~ Must be SAFE Mortgage Licensing Act compliant within 30 days... ...Employees of Truist Financial Corporation Truist is an...Mortgage
- ...promise by utilizing financial expertise and... ...with their banking solutions/needs. This role contributes... ...NMLS (Nationwide Mortgage Licensing System... ...their needsMay act as a point of... ...Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§... ...reflects the investments we make in our colleagues...MortgageWork at officeLocal areaWork from homeFlexible hours
$112k - $249.6k
...success of the portfolio.• Acts as a mentor to other... ...creating customized customer solutions.• Managing Risk - Assessing... ...robust wellness program with financial incentives.In addition,... ...and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial...MortgageFull timeTemporary workPart timeWork experience placementWork at office- ...wealth management and investment products and services... ...guidance.Merrill's Financial Advisors and Wealth Management... ...position is subject to SAFE Act registration... ...in residential loan mortgage originations must register... ...AcumenClient ManagementClient Solutions AdvisoryPortfolio...MortgageWork at officeDay shift
$62k - $92k
..., desk quants and mortgage analytic practitioners... ...guarantee and investment portfolios through... ...income valuation and financial transaction... ...accommodation. A safe and secure environment... ...California Fair Chance Act. Notice to... ...1 Tutor Principal Solutions Architect, Capital...MortgageRotational programFull timeInternshipWork at officeLocal area$40.5k - $67.5k
...improve a customer's financial wellbeing and... ...wallet. Positions PNC solutions to drive new revenue... ...Deposit Insurance Act (FDIA) and, for any... ...Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the... ...service and community investments. Our inclusive workplace...MortgageFull timeTemporary workPart timeWork experience placementWork at officeShift work$70k
...range of areas related to financial services, under... ...international headquarters, the Advisor Mastery Program (AMP)... ..., sales activities, investment management, customer... ...investment products, solutions, and services that are... ...pragmatic choices and act with the client in...ApprenticeshipTraineeshipWork experience placement$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis... ...Federal Insurance Contributions Act (FICA) tax purposes....Full timeContract workFor contractorsWork at office- ...Financial AdvisorWork Location: Great Falls, Virginia, United... ...Description: The Financial Advisor (FA) role is a three-year... ...planning guidance & selling investment management solutions. A FA will need to... ...OccasionalWalking – OccasionalMoving safely in confined spaces –...Work at office
$37.44k
...company's success. As a Mortgage Loan Officer... ...Recommends loan solutions in accordance with... ...analyzes customer financial information for multifaceted... ...Deposit Insurance Act (FDIA) and, for... ...Act of 2008 (SAFE Act) and/or the Financial... ...and community investments. Our inclusive...MortgageFull timeTemporary workPart timeWork experience placementWork at office$63k - $95k
...goal of learning the full mortgage capital markets life... ...Management, Retained Portfolio Investments or Counterparty Risk... ...income valuation and financial transaction... ...request accommodation.A safe and secure environment... ...California Fair Chance Act.Notice to External Search...MortgageRotational programFull timeWork at officeLocal area- ...using the latest banking solutions and cutting‑edge financial technology combined with friendly... ...Frank/Truth in Lending Act This position is subject... ...requires National Mortgage Licensing System and Registry... ...NMLS) registration under the SAFE Act of 2008. As such, upon...MortgageImmediate startAfternoon shift
$24.75 - $34 per hour
...Brand promise by utilizing financial expertise and... ...Customers regarding banking solutions/needs. This role contributes... .... Depth & Scope: Acts as a subject matter... ...with NMLS (Nationwide Mortgage Licensing System and Registry... ...Licensing Act of 2008 (SAFE Act TD BankMortgageWork at office$78.52k - $117.52k
...Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program... ...planning guidance & selling investment management solutions. A FA will need to leverage their experience... ...Walking - Occasional Moving safely in confined spaces - Occasional...Work at officeLocal areaWork from homeFlexible hours$66.56k - $99.32k
...clients to analyze their financial information, including... ...and clients regarding investment and insurance... ...role as the client’s advisor. As a fiduciary, this... ...most appropriate Wealth solutions Identifies opportunities... ...Walking - Occasional Moving safely in confined spaces -...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours
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