Financial Solutions Advisor — SAFE Act Eligible Candidate
Bank of America ATM
Bank of America seeks a financial services professional to advise clients and tailor investment solutions. You will review goals, recommend banking and investment products, and coordinate referrals to internal teams while building strong client relationships. The role emphasizes licensing, regulatory compliance (SAFE Act), and servicing a diverse client base through a consultative approach. This position requires strong communication and organization within a busy environment. #J-18808-Ljbffr Bank of America
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ..., and as such, is subject to SAFE Act registration requirements.... ...salary and is not incentive eligible.BenefitsThis role is currently...SuggestedHourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ..., and as such, is subject to SAFE Act registration requirements.... ...salary and is not incentive eligible.BenefitsThis role is currently...SuggestedHourly payTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Bank of America is seeking a Financial Center Advisor in the New York area to help clients reach financial goals using brokerage and banking solutions. The role involves triaging requests, referring to partners, and reviewing client plans with licensed support as needed...Suggested
- Providing comprehensive advice and customized solutions to clients Triage client leads and make... ...partners Meeting clients to review financial and investment goals Applying and... ...residential mortgage loans and compliance with SAFE Act registration requirements Requirements...Suggested
$65k - $80k
...comprehensive advice and customized solutions to clients to help them achieve financial goals. Key responsibilities... ...federal registry system under the SAFE Act and maintain registration. Failure... ...and skill set. Incentive Plan: Eligible to participate in a formulaic incentive...SuggestedTemporary workMonday to FridayShift workDay shift- Bank of America is hiring a financial advisory professional to provide comprehensive guidance and customized solutions to clients, helping them reach financial goals. The role... ...meeting licensing and training requirements. SAFE Act registration is required for mortgage-...
- Bank of America in Levittown, NY is seeking a Financial Advisor to provide comprehensive financial guidance and customized solutions. You will triage leads, refer clients to... ...through referrals, while completing required licenses and SAFE #J-18808-Ljbffr Bank of America
- ...Fargo, we're more than a financial services leader – we're... ...requirements This SAFE position has customer contact... ....E. Mortgage Licensing Act of 2008 and all related... ...evaluation. Successful candidates must also meet ongoing... ...Employees may also be eligible for incentive...Hourly payMinimum wageWork experience placementWork at officeImmediate start
- Citigroup Inc. in Glen Cove, NY is seeking an entry level Personal Banker SAFE Act to support sales, service and relationship building with individual consumer clients. This role collaborates with the customer service team to foster loyalty and increase sales. The position...
- Citigroup Inc. in Port Washington, NY is seeking an entry-level Personal Banker SAFE Act to support sales and service activities within the customer service team. You will help grow relationships with individual consumer clients and assist in executing sales and service...
- Citibank (Switzerland) AG Port Washington branch seeks a Personal Banker SAFE Act entry-level to assist in sales, service delivery, and relationship building with individual consumer clients. Responsibilities include handling small business credit referrals under $250K...
$45k - $100k
...applicants. Join a financial services firm where your... ...and 20,000 financial advisors across the U.S. and... ...investment and financial solutions to your clients?... ...Skills/Requirements Candidates should have at least one... ...by applicable law, are eligible for paid sick leave and...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- New York Life is seeking a Financial Sales Representative to connect with clients and help secure financial futures through insurance, investments, and retirement solutions. You’ll engage with clients, offer tailored financial advice, and build lasting relationships to...
- Bank of America in Hewlett and Hicksville seeks a financial professional to provide comprehensive client advice and customized solutions. You will triage leads, refer to partners, review goals, and build financial plans with brokerage products while pursuing required licenses...Monday to Friday
- ...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$100k
...Our mission is to provide financial security and peace of mind through... ..., annuity, and investment solutions. We act with integrity and humanity... ...dependents are immediately eligible for medical, dental, vision,... ...new clients as their trusted advisor Use a CRM to organize...Full timePart timeLocal areaImmediate start- Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions... ...agents and their dependents are immediately eligible for medical, dental, vision, long-term...Full timePart timeImmediate start
$63.3k - $117.2k
...Wealth Sales & Service Provides financial and investment planning and... ...a comprehensive banking solution in the best interest of the customer... ..., maintain their privacy, act in their best interests, and... ...source other than directly from a candidate. Any unsolicited resumes sent...Contract workPart timeLocal area- New York Life - Uniondale in Uniondale, New York, is seeking a Financial Sales Representative to engage clients, offer tailored... ...lasting relationships across insurance, investment, and retirement solutions. The role emphasizes customer service, learning, and growth in...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...Services · Trust Services · Retirement Solutions · Business Needs Analysis... ...employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual...Full timeContract workFor contractorsWork at office$116k - $229.1k
...Summary The Emerging ERP Solutions practice is all about... ...ERP applications like Workday Financials and Infor. We're here to help... ...to $229,100.You may also be eligible to participate in a discretionary... ...and the California Fair Chance Act. See notices of various fair...Local area$120k
...expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services... ...range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration,...Work at office- Providing comprehensive advice and customized solutions to clients Triaging client leads and making referrals to business partners Meeting with clients to review financial and investment goals Building financial plans and recommending brokerage products Applying and expanding...Monday to Friday
- Teachers Federal Credit Union is seeking a Premier Financial Representative to engage mass affluent members and grow a robust... ...reviews, and log outcomes in our CRM to drive member solutions and revenue. Ideal candidates bring experience in financial services, strong...Work at officeLocal area
$28.5 - $34.15 per hour
...members toward building a strong financial foundation today for a... ...their unique needs, recommend solutions and log results using a CRM... ...Teachers Team This position is eligible for our quarterly retail... ...permitted by applicable law. All candidates will be subject to a...Full timePart timeWork at officeLocal areaImmediate start- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.... ...maintain client relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement...
- Bank of America in New York is seeking a client-focused financial advisor to deliver tailored financial plans, brokerage recommendations, and referrals to partners. The role emphasizes risk-aware decision-making and regulatory diligence, with strong emphasis on customer...Monday to Friday
- ...knowledge of investments, financial planning, credit and... ...developing thoughtful solutions and delivering an... ...position; unlicensed candidates considered, but required... ...and location. Those in eligible roles may receive commission... ...provides individuals, advisors and institutions with...Temporary workWork experience placementLocal area
- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...specialists, and executing highly customized solutions to meet client needs Recommending... ...This position is subject to SAFE Act registration requirements. Pursuant to...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$80k - $150k
...Provided We are seeking an experienced financial advisor to assist clients in designing and... ...strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in... ...comprehensive range of insurance and financial solutions. As a mutual company, New York Life is...
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