Financial Solutions Advisor — SAFE Act Eligible Candidate
Bank of America
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$250k
...States The Personal Banker SAFE Act is an entry level position... ...and present product offers/financial solutions Understand and comply with... ...offerings may also include, for eligible employees, discretionary... ...to identify and align the candidate's skills and abilities with...SuggestedFull time$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 - $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 participate...SuggestedTemporary 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 participate...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in East Meadow, NY. The role focuses on assisting in sales, products and services through the customer service team to foster loyalty and grow consumer client relationships. You will support credit requests...
- ## 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 -...Temporary workTraineeshipWork experience placementWork at officeLocal area
$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...Full timeWork at office$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- ## Financial Advisor Associate-Long BeachPostulerremote type... ...vary based upon the candidate's skills and experience... ...appropriate Wealth solutions* Identifies opportunities... ...FINRA.* Must be eligible for employment under... ...- Occasional* Moving safely in confined spaces -...Temporary workTraineeshipWork experience placementCasual workWork at office
$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 OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity... ...Services · Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern... ...for Federal Insurance Contributions Act (FICA) tax purposes.Northwestern Mutual...Full timeContract workFor contractorsWork at office$49.5k - $82.5k
...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...Full timeTemporary workPart timeWork experience placementWork 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$77.11k - $126.68k
...reliable, high-speed connectivity solutions that keep the world connected. Our... ...statistical reports and analysis. The ideal candidate will have previous experience with... ...that reflects operational and financial goals of the company and act as a resource to help achieve these...Local area$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
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