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

Home Financing Advisor & Client Solutions

Fox Point Recruitment LLC

A leading recruitment agency in Charlotte, NC is seeking a Centralized Lending Specialist. This role involves providing exceptional client care, assisting with mortgage applications, and guiding clients through financing solutions. Candidates must have at least 1 year of sales and mortgage experience, strong communication skills, and the ability to work under pressure. The position requires adherence to SAFE Act registration. #J-18808-Ljbffr Fox Point Recruitment LLC

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Home Financing Advisor & Client Solutions in Charlotte, NC vacancy
  • Bank of America is seeking a Financial Solutions Advisor Stage I to provide comprehensive advice to clients and build relationships in their financial centers. This role requires obtaining necessary securities licenses and emphasizes a consultative approach to client interactions... 
    Suggested

    Bank of America

    Pleasant Hill, CA
    1 day ago
  • Bank of America in Town of Huntington is seeking professionals to provide comprehensive financial advice and customized solutions to clients. Responsibilities include building financial plans, triaging client leads, and providing coaching based on individual client needs... 
    Suggested

    Bank of America

    Huntington, NY
    4 days ago
  • $28.85 - $33.65 per hour

    Bank of America is seeking a Financial Advisor to help clients achieve their financial goals by providing advice and customized solutions. This role involves triaging leads and making referrals to business partners. Applicants should have experience in cultivating client... 
    Suggested
    Hourly pay
    Monday to Friday

    Dormont Manufacturing Co

    Riverhead, NY
    3 days ago
  • Dormont Manufacturing Co is seeking a Financial Solutions Advisor Stage I in Atlanta to help clients with their financial journeys. This role involves obtaining securities licenses and providing advice on banking and investment solutions. Successful candidates will receive... 
    Suggested

    Dormont Manufacturing Co

    Atlanta, GA
    1 day ago
  • A leading financial institution in Indianapolis is seeking a Private Client Advisor to deliver personalized investment solutions while building strong client relationships. The role requires at least 2 years of experience in financial services and valid licenses including... 
    Suggested

    JPMorganChase

    Indianapolis, IN
    3 days ago
  • Dormont Manufacturing Co in La Grange is seeking a Financial Solutions Advisor Stage I to embark on a career with dedicated training for Securities licenses. You will build relationships with clients while delivering core banking and investment solutions to help them achieve... 

    Dormont Manufacturing Co

    Lagrangeville, NY
    3 days ago
  •  ...services firm in Lockport, Illinois is looking for a Private Client Advisor to deliver comprehensive financial planning and advice. This...  ...strong client relationships, educating clients about investment solutions, and leveraging digital tools for effective client management... 

    JPMorgan Chase & Co.

    Lockport, IL
    1 day ago
  • Bank of America is seeking a Financial Advisor in Windermere, Florida. The role involves providing tailored financial solutions, meeting clients' investment goals, and applying regulatory compliance. Candidates must possess Series 7 and 66 licenses and have experience in... 

    Bank of America

    Windermere, FL
    1 day ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I to provide financial solutions and client care. In this role, you'll acquire necessary licenses and develop skills to build client relationships, recommending strategies for achieving financial goals. This... 

    Bank of America

    Wilmette, IL
    21 hours ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Tulsa, Oklahoma. This entry-level role provides foundational training...  ...regulatory licenses. Responsibilities include managing client relationships and completing required training programs. We offer... 

    Dormont Manufacturing Co

    Tulsa, OK
    3 days ago
  • Bank of America seeks a Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses (SIE, Series 7, Series 66)...  ...licensing, you progress to Stage II, growing relationships across a client portfolio. You will collaborate with core banking and... 

    Bank of America

    Franklin, TN
    4 days ago
  • $28.85 - $33.65 per hour

    Dormont Manufacturing Co is looking for a Financial Solutions Advisor Stage I in Chicago, Illinois. The successful candidate will provide comprehensive...  ...financial services and advice to banking customers and clients, while obtaining necessary industry licenses such as SIE,... 
    Hourly pay
    Full time

    Dormont Manufacturing Co

    Chicago, IL
    3 days ago
  • Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) in Mercer Island, WA. This role requires obtaining industry licenses and training in client relationship management. Responsibilities include managing client relationships and delivering financial... 

    Bank of America

    Mercer Island, WA
    3 days ago
  •  ...CA seeks a role focused on obtaining securities licenses and delivering comprehensive banking and investment solutions. The candidate builds and manages client relationships and collaborates with banking and investment partners to provide end-to-end advisory services.... 

    Jobtailor

    Pleasant Hill, CA
    4 days ago
  •  ...Chase & Co. in Cary, North Carolina is looking for a Private Client Advisor to provide comprehensive financial planning and advice. The successful...  ...client relationships and deliver personalized investment solutions while fostering a culture of diversity and inclusion. You... 

    JPMorgan Chase & Co.

    Cary, NC
    1 day ago
  • Bank of America is looking for a Financial Advisor in Woodstock, GA to provide comprehensive advice and tailored solutions for clients to meet their financial objectives. Responsibilities include triaging client leads, formulating financial plans, and recommending appropriate... 
    Full time

    Bank of America

    Woodstock, GA
    2 days ago
  • $70k - $80k

    Bank of America is seeking a Financial Advisor in Cupertino, CA to provide comprehensive financial advice and customized solutions. In this role, you'll triage client leads, meet with clients to review goals, and build financial plans using various investment products.... 

    Bank of America

    Sacramento, CA
    21 hours ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles, California. The role involves securing necessary securities licenses and providing bank and investment solutions to clients. Successful candidates will progress to more advanced roles while... 

    Bank of America

    Los Angeles, CA
    21 hours ago
  • $70k - $90k

    LPL Financial is seeking a Wealth Advisor located in California to deliver comprehensive financial services to clients. In this role, you'll provide tailored solutions and establish strong partnerships with retail branch staff. The ideal candidate is client-focused with... 
    Work at office

    LPL Financial

    Davis, CA
    3 days ago
  •  ...Partners is looking for a motivated Financial Advisor in Chicago, Illinois. In this role, you will have the freedom to offer solutions from a comprehensive portfolio of financial...  .... Responsibilities include prospecting clients, maintaining relationships, and providing tailored... 

    RK Partners

    Chicago, IL
    4 days ago
  • $28.85 - $33.65 per hour

    Bank of America is seeking a Financial Solutions Advisor (FSA I) in Santa Clarita, CA. This role offers the opportunity to obtain necessary...  ...dedicated training and coaching. The ideal candidate will manage client relationships and collaborate with banking partners to... 
    Hourly pay
    Monday to Friday

    Bank of America

    Santa Clarita, CA
    21 hours ago
  • Bank of America is hiring a Financial Solutions Advisor Stage I in Oklahoma City. The successful candidate will obtain Securities Industry licenses and develop client relationships by providing comprehensive financial advice. This role features extensive training and support... 

    Dormont Manufacturing Co

    Oklahoma City, OK
    4 days ago
  • Rk-Partners is seeking a Financial Advisor to join their team in Albany, NY. This role provides...  ...to offer comprehensive financial solutions from a wide array of innovative products...  ...Prospective candidates will cultivate lasting client relationships and navigate market needs... 

    Rk-Partners

    Albany, NY
    3 days ago
  •  ...Investments Inc. in Greenwich, CT seeks a Financial Consultant to engage clients face-to-face, provide personalized planning, and expand...  ...guidance, retirement planning, and comprehensive investment solutions. The ideal candidate brings relationship-building skills, FINRA... 

    Fidelity Investments Inc.

    Greenwich, CT
    2 days ago
  • J.P. Morgan in New York is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families...  ...build client relationships and offer personalized investment solutions. The ideal candidate should have at least 2 years of... 

    J.P. Morgan

    New York, NY
    1 day ago
  • Dormont Manufacturing Co is seeking a Financial Solutions Advisor in Marietta, Georgia. The role involves obtaining necessary industry licenses and managing client relationships while offering tailored financial solutions through rigorous training. Ideal candidates will... 

    Dormont Manufacturing Co

    Marietta, GA
    2 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I in Andover, Minnesota, responsible for obtaining securities licenses and delivering...  ...and investment solutions. The role requires building strong client relationships and collaborating with partners to provide... 

    Bank of America

    Andover, MN
    2 days ago
  • Bank of America in the Town of Florida seeks a qualified financial advisor to provide customized financial solutions to clients. This role involves building financial plans, triaging client requests, and recommending appropriate banking and investment strategies. Candidates... 

    Bank of America

    Florida, NY
    2 days ago
  • $28.85 - $33.65 per hour

    Dormont Manufacturing Co in Cleveland, Ohio is seeking a financial advisor responsible for providing customized solutions to clients. The role involves triaging client leads and recommending financial strategies to achieve goals. Successful candidates will possess strong... 
    Hourly pay

    Dormont Manufacturing Co

    Cleveland, OH
    3 days ago
  • JPMorgan Chase & Co. seeks a Private Client Advisor in Delaware, Ohio, to provide comprehensive financial planning and advice. You will build...  ...client relationships and deliver personalized investment solutions by utilizing your understanding of financial markets. The ideal... 

    JPMorgan Chase & Co.

    Delaware, OH
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Home Financing Advisor & Client Solutions. Be the first to apply!