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. Benefits This role is currently...SuggestedHourly payTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...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.... ...skill set. Formulaic incentive eligible This role is eligible to...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$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$70k
...The Senior Wealth Advisor will offer comprehensive financial and investment advice... ...investment solutions platform, which allows... ...required by applicable SAFE Act regulations and... ...also include, for eligible employees,... ...employer, and qualified candidates will receive consideration...SuggestedFull timeWork at office- ## Financial Advisor Trainee-Hicksville, NYPostulerremote type... ...vary based upon the candidate's skills and... ...insurance and annuity solutions, where suitable* Able... ...under FINRA.* Must be eligible for employment under... ...- Occasional* Moving safely in confined spaces -...SuggestedTemporary workTraineeshipWork experience placementWork at officeLocal area
- ...all** **posting eligibility requirements** **... ...purpose to help make financial lives better... ...connecting clients to solutions that meet the... ...focus on results, acting in the best interest... ...hire qualified candidates without regard to... ...and to provide a safe work environment....Work at officeFlexible hoursShift workWeekend workDay shift
$95.55k - $195.25k
...priorities.Adaptable, resilient, and solution-oriented, with comfort... ...of practice/primary office if eligible to sit for the CPAIf not CPA eligible... ...ProfessionalCertified SAFe Advanced Scrum MasterCertified... ...and the California Fair Chance Act. See notices of various fair chance...Work at officeLocal areaVisa sponsorship$120k
...opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent... ..., families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration,...Work at office- ...Huntington is seeking professionals to provide comprehensive financial advice and customized solutions to clients. Responsibilities include building... ...providing coaching based on individual client needs. Ideal candidates will have strong advisory skills and experience in...
$41.25k - $68.75k
...balance. We encourage candidates to connect with... ...the customer's financial wellbeing. Collaborates... .... Positions PNC solutions to drive new... ...role is incentive eligible with the payment based... ...Deposit Insurance Act (FDIA) and, for any... ...Licensing Act of 2008 (SAFE Act) and/or the...Temporary workWork experience placementWork at office$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your... ...personalized investment and financial solutions to your clients?Taking... ...?Skills/Requirements Candidates should have at least one of... ...required by applicable law, are eligible for paid sick leave and...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$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- 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- ...ClientFirst Strategy, Inc. is a financial services firm dedicated to... ..., and practical solutions that support clients at every... ...full-time, on-site Financial Advisor role based in Melville, NY.... ...service. Qualifications Candidates should possess strong Financial...Full time
$134.5k - $265.1k
...team to deliver powerful solutions to help our clients... ...initiatives A successful candidate would possess these... ...problem-solving, financial analysis, and executive... ...,100. You may also be eligible to participate in a discretionary... ...Fair Chance Act. See notices of various...Local areaVisa sponsorship$20.53 - $34.23 per hour
...strong understanding of their financial needs. Expected Work Hours... ...friendly, professional, and solution oriented service. Maintain... ..., and geographical location. Eligible positions may also be eligible... ...Polygraph Protection Act Right to Work/E-Verify...Full timePart time$137.5k - $229.1k
...teams. The successful candidate would possess these skills... ...trusted technical advisor for customer leaders and... .../verticalized sector solutions in software, data, AI,... ...Fair Chance Act. See notices of various... ...Careers You may also be eligible to participate in a discretionary...Local area$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern Mutual's proprietary planning...Work at office- ...personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communication skills it takes to drive insurance sales among potential...
- ...represent our brand with hospitality while using the latest banking solutions and technology to help clients. You will lead in acquiring,... ..., and retaining client relationships, tailor solutions to financial needs, and work within risk and regulatory requirements. Weekend...Weekend workAfternoon shift
- ...customers, using your financial knowledge to offer thoughtful solutions to help address... ...customer experience by acting with a customer-... ...Specialists (Financial Advisors, Mortgage Bankers,... ...under the SAFE Act of 2008. As such... ...location. Those in eligible roles may receive commission...16 hoursFull timeImmediate startAfternoon shift
$100k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...specialists, and executing highly customized solutions to meet client needs Recommending... ...loans, and as such, is subject to SAFE Act registration requirements. Pursuant to...Work at officeLocal areaShift workDay shift$110k - $170k
...Investor Technology. Act as the first responder... ...ensure we deliver complete solutions, not isolated features... .... The successful candidate possesses the following... ...management consulting, financial services, project... ...employees may also be eligible for equity and other incentive...Local areaFlexible hours$41.6k - $51.96k
...revenue by delivering optimal solutions. Responsibilities:... ...services based on client’s financial goals Educate clients on... ...offerings may also include, for eligible employees, discretionary and... ...) to identify and align the candidate's skills and abilities with...Hourly payFull timePart time$90k - $120k
...City, NY is seeking a full-time Associate Advisor to join our team. We are committed to... ...priority for us. We are seeking an Associate Financial Advisor to assist with building and... ...required The Process: Qualified candidates will start the process by having a 15–30...Full timeWork at officeMonday to Friday- ...Credit Union in North Babylon is seeking a Financial Services Representative II to enhance... ...relationships and promote efficient banking solutions. You will work closely with members to... ...deposits, loans, and more. The ideal candidate will have experience in customer service...
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege... ...this program. With interest, eligible students have an opportunity... ...Financial Representative or Advisor role upon graduation.QualificationsAre... ...Insurance Contributions Act (FICA) tax purposes.As a...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$60k - $90k
...Garden City, NY, built for advisors who want to serve sophisticated... ...in New York; must be eligible to register as an IAR of SimpleWEALTH... ...IARs only; unregistered candidates will not advise clients under... ...as a wealth advisor, financial advisor, or private wealth professional...Base plus commission$153k - $297k
...Available benefits are based on eligibility. Our Total Rewards package... ...recruits on a rolling basis. Candidates are considered as they apply,... ...effectively manage stress and work safely and respectfully with others,... ...the California Fair Chance Act, Los Angeles County Fair...Contract workFor subcontractorH1bLocal area
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