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

Financial Solutions Advisor — SAFE Act Registered

Bank of America

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals and recommend products. The role requires licenses, strong client relationships, and the ability to work in a fast-paced environment. #J-18808-Ljbffr Bank of America

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor — SAFE Act Registered in Ashland, MA vacancy
  • $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....  ...mortgage loan originations must register with the federal registry... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Ashland, MA
    17 hours ago
  •  ...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....  ...mortgage loan originations must register with the federal registry... 
    Suggested
    Temporary work
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Ashland, MA
    16 days ago
  •  ...common purpose to help make financial lives better through the power...  ...comprehensive advice and customized solutions to clients to help them...  ...licenses and trainings. SAFE Act registration requirements apply...  ...loan mortgage originations must register with the federal registry... 
    Suggested
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Wellesley, MA
    2 days ago
  •  ...in Massachusetts is seeking a client-focused financial professional to provide comprehensive advice and customized solutions, including brokerage products, to help clients...  ...involve residential mortgage loan work and SAFE Act registration; candidates should thrive in a fast... 
    Suggested

    Bank of America

    Ashland, MA
    17 hours ago
  •  ...Job Description We are seeking a Registered Representative/ Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long...  ...annuity and investment solutions. We act with integrity and humanity in all our... 
    Suggested

    New York Life/ NYLIFE Securities LLC

    Westborough, MA
    26 days ago
  • $80k - $90k

     ...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading...  ...highly customized solutions to meet client needsRecommending...  ...position is subject to SAFE Act registration requirements...  ...originations must register with the federal registry... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Wellesley, MA
    1 day ago
  • $80k - $90k

     ...advice and guidance. Merrill's Financial Advisors and Wealth Management...  ...executing highly customized solutions to meet client needs Recommending...  ...position is subject to SAFE Act registration requirements....  ...mortgage originations must register with the federal registry... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Westborough, MA
    4 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming a financial...  ...Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern...  ...Insurance Contributions Act (FICA) tax purposes....  ...Investment Brokerage Services), a registered investment adviser, broker-... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Wellesley, MA
    4 days ago
  • $70k - $80k

    Bank of America is hiring in Westborough, MA for a role focused on delivering comprehensive financial advice and customized solutions to clients. The position includes building financial plans with brokerage products and referring to partners based on client needs and asset... 

    Bank of America

    Westborough, MA
    4 days ago
  • Citizens Bank is seeking a Branch Banker who will know customers personally and provide trusted financial guidance. You will help with spending, saving, borrowing and investing needs while guiding customers through digital banking tools and services. The role emphasizes... 

    Citizens

    Framingham, MA
    3 days ago
  •  ...providing them with valuable financial education and guiding them through...  ...recommending appropriate solutions and referring to product...  ...This position is not subject to SAFE Act Registration Requirements. Pursuant...  ...by the SAFE Act) must register with the federal registry system... 
    Work at office
    Local area

    North Easton Savings Bank

    Norfolk, MA
    3 days ago
  •  ...relationships, understand financial needs, and tailor...  ...clients to technology solutions such as leveraging the...  ...Frank/Truth in Lending Act qualification requirements...  ...registration under the SAFE Act of 2008 is required...  ...you will be required to register on NMLS or update your... 
    Afternoon shift

    JPMorgan Chase & Co.

    Medfield, MA
    3 days ago
  • $22.5 - $29 per hour

     ...confidently achieve their financial goals by delivering personalized solutions that support overall...  ...and protect the client Acts as a trusted first point...  ...Licensing Act of 2008 (SAFE Act), 12 U.S.C. 5102 et...  ...eligible for registration as a registered mortgage loan originator... 
    Work at office

    TD Bank

    Marlborough, MA
    1 day ago
  •  ...tailored to suit their financial needs. Job...  ...Specialists (Private Client Advisors, Mortgage Bankers...  ...are not currently registered, the Securities...  .../Truth in Lending Act* High school...  ...registration under the SAFE Act of 2008. As...  ...grow, delivering solutions to solve all their... 
    Immediate start
    Afternoon shift

    JPMorganChase

    Medfield, MA
    4 days ago
  •  ...confidently achieve their financial goals by delivering personalized solutions that support overall...  ...of the Truth in Lending Act, 12 CFR Part 1026.36, and...  ...Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102...  ...eligible for registration as a registered mortgage loan originator... 
    Work at office
    Local area
    Work from home
    Flexible hours

    TD

    Marlborough, MA
    1 day ago
  • $110k - $200k

     ...Company Wealth Management is an independent Registered Investment Advisory (RIA) firm serving...  ...grow and are seeking an experienced Financial Advisor to join our collaborative advisory...  ...deliver comprehensive wealth management solutions and exceptional client service. Drive... 
    Local area
    Immediate start
    Flexible hours

    Grimes & Co

    Westborough, MA
    1 day ago
  • $25 per hour

     ...skills — along with your broad range of financial knowledge — you’ll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing...  ...with all requirements set forth in the SAFE Act, including, but not limited to successful... 
    Hourly pay
    Local area
    Flexible hours
    Afternoon shift

    Citizens Bank

    Sudbury, MA
    1 day ago
  •  ...common purpose to help make financial lives better through the power...  ...priorities and connecting clients to solutions that meet the financial goals...  ...intense focus on results, acting in the best interest of the...  ...premises and to provide a safe work environment. Bank of America... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Sudbury, MA
    1 day ago
  • $70k - $110k

     ...Growing financial advisory practice seeks an energetic, organized and financially minded...  ...opportunity to grow into a Senior Financial Advisor position within 5 years. Individual will...  .... Armstrong Advisory Group – SEC Registered Investment Advisor Job Type: Full-time Pay... 
    Full time
    Flexible hours

    Armstrong Advisory Group

    Needham Heights, MA
    3 days ago
  •  ...firm committed to providing comprehensive financial guidance with integrity, clarity, and...  ...Opportunities for advancement into a lead advisor role Job Details Financial...  ...relationship building Organized, proactive, and solution-oriented Motivated to grow within a... 
    Local area

    Jobot

    Westborough, MA
    1 day ago
  •  ...organization focused on delivering innovative solutions that help businesses operate more...  ...relationships in partnership with senior advisors Cultivate new business through networking...  ...meetings and develop personalized financial strategies Stay current with market trends... 
    Local area
    Flexible hours

    Jobot

    Milford, MA
    2 days ago
  •  ...online banking. You will process cash transactions and have in-depth conversations to understand clients' financial goals and connect them with suitable solutions. The role emphasizes relationship building, adherence to laws, and a strong emphasis on service quality. Weekend... 
    Weekend work

    Bank of America

    Sudbury, MA
    1 day ago
  • $115k - $150k

     ...Are you a Licensed Financial Advisor passionate about making a lasting difference in people’s lives? Join our team at NYL - Boston, where...  ...What You’ll Do: • Deliver personalized financial advice and solutions • Develop and implement custom financial strategies • Build... 

    WizeHire

    Westborough, MA
    1 day ago
  •  ...hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and...  .... Dodd Frank / Truth in Lending Act This position is subject to the Dodd-...  ...consideration. Successful completion of the SAFE Act requirements is also required.... 
    Afternoon shift

    JPMorganChase

    Medfield, MA
    1 day ago
  •  ...Northwestern Mutual seeks a Financial Advisor to join our Wellesley Hills office. This is an exciting opportunity open to individuals seeking...  ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.... 
    Work experience placement
    Work at office
    Relocation
    Monday to Friday

    Northwestern Mutual

    Wellesley, MA
    4 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients...  ...Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual’s proprietary... 
    Work at office

    Unavailable

    Wellesley, MA
    4 days ago
  •  ...using the latest banking solutions and cutting-edge financial technology combined with friendly...  ...Frank/Truth in Lending Act This position is...  ...NMLS) registration under the SAFE Act of 2008. As such, upon...  ...will be required to either register on NMLS, or to update your... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Medfield, MA
    2 days ago
  •  ...recognized and award-winning firm, has an immediate opening for a Financial Advisor. If you’re an ambitious financial professional looking for a...  ...new and existing clients  Highly organized, proactive, solution-oriented Motivated to grow within a supportive and... 
    Immediate start

    CCR Wealth Management

    Westborough, MA
    4 days ago
  •  ...in 2005. We are seeking a knowledgeable and client-focused Financial Advisor who holds an active Series 65 license. In this role, you will...  ...And Professionally. Active Series 65 License (or equivalent Registered Investment Adviser Representative qualification). Bachelor'... 
    Work at office

    BOSTON WEALTH MANAGEMENT LTD

    Wayland, MA
    4 days ago
  • $100k - $125k

     ...award-winning Wealth Management Firm that has an opening for a Financial Advisor. If you’re an ambitious financial professional looking for a...  ...both new and existing clients Highly organized, proactive, solution-oriented Motivated to grow within a supportive and dynamic... 
    Work at office
    Local area

    Jobot

    Westborough, MA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Solutions Advisor — SAFE Act Registered. Be the first to apply!