Financial Solutions Advisor (SAFE Act Registered)
Bank of America
Bank of America in United States (Virginia) seeks an experienced financial professional to provide comprehensive advice and customized solutions. You will triage client leads, refer to partners, review financial goals, and recommend banking and investment products. Role requires licenses and ongoing training; may involve residential mortgage lending with SAFE Act registration. Build client relationships, manage referrals, and comply with regulatory requirements in a fast-paced 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.... ...mortgage loan originations must register with the federal registry...SuggestedHourly payTemporary workWork at officeFlexible hoursShift workDay shift$250k
...Personal Banker Safe Act - Vienna Branch Discover your future at Citi Working at Citi is far more than just a job. A career... ...available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards...Suggested$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... .... Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey... ...This position is subject to SAFE Act registration requirements. Pursuant... ...mortgage originations must register with the federal registry...SuggestedHourly payFull timeWork at officeImmediate startShift workDay 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.... ...mortgage loan originations must register with the federal registry...SuggestedHourly payFull timeTemporary workWork at officeFlexible hoursDay shift- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North... ...accountability. We act as one company and believe... ...Deliver customized solutions and the full resources... ...premises and to provide a safe work environment.... ...Corp.”). MLPF&S is a registered broker-dealer, registered...SuggestedWork at officeShift workDay shift
$26 - $30.83 per hour
...working full time within the financial center. Key responsibilities... ...This position is subject to SAFE Act registration requirements. Key... ...potential home lending product solutions, submits the mortgage... ...mortgage loan originations must register with the federal registry system...Hourly payFull timeWork at officeShift workWeekend workDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...Trust Services · Retirement Solutions · Business Needs Analysis... ...Federal Insurance Contributions Act (FICA) tax purposes.... ...Investment Brokerage Services), a registered investment adviser, broker-...Full timeContract workFor contractorsWork at office- ## Financial Advisor Associate - Great Falls, VAPostulerremote type: Sur placelocations... ...the most appropriate Wealth solutions* Identifies opportunities... ...Laws. May (or may not) be a registered position under FINRA.* Must... ...- Occasional* Moving safely in confined spaces -...Temporary workTraineeshipWork experience placementCasual workWork at officeLocal areaWork from homeFlexible hours
- ...seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home... ...affluent borrowers with realtors, builders, financial professionals, bank stores, past customers... ...compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations....Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...purpose to help make financial lives better through the... ...connecting clients to solutions that meet the... ...intense focus on results, acting in the best interest of... ...premises and to provide a safe work environment.... ...Corp.”). MLPF&S is a registered broker-dealer, registered...Work at officeFlexible hoursShift workWeekend workDay shift
$49.5k - $82.5k
...to improve the customer's financial wellbeing. Collaborates with... ...of wallet. Positions PNC solutions to drive new revenue and... ...Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair... ...Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial...Full timeTemporary workPart timeWork experience placementWork at officeShift work$63.75k - $127.5k
...success. As a Wealth Advisor within PNC's Wealth... ...the development of financial plans for clients. Grows... ...customized customer solutions. Managing Risk -... ...Deposit Insurance Act (FDIA) and, for any registered role, the Secure and... ...Act of 2008 (SAFE Act) and/or the Financial...Full timeTemporary workPart timeWork experience placementWork at office$45k - $100k
...volume of applicants. Join a financial services firm where your... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...providing: Paid training - Get registered and licensed and learn how... ...investment and financial solutions to your clients? Taking...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$72k - $90k
...and by delivering cutting-edge technology solutions for our clients. Founded in 1990, WWT... ...project plans, milestones, risk registers, and status reports Track and report... ...assigned Ability to manage budgets, analyze financial reports, and track profitability across...Full timeRemote workShift work$100.1k - $150k
...Advisor, Solutions Consulting Join a highly collaborative, customer-facing... ...Purchase Plan (ESPP). Tap financial wellness resources, career coaching... ...503 of the Rehabilitation Act of 1973 and the Vietnam Era... ...trustworthiness, working safely, communicating respectfully,...Full timeWork experience placementWork at officeFlexible hours2 days per week- ...success. As an Operations Advisor Senior within PNC's... ...in complex financial operations will be considered... ...customized customer solutions.Managing Risk -... ...Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and... ...Act of 2008 (SAFE Act) and/or the Financial...Full timeTemporary workPart timeWork experience placementWork at office
- ...aimed at improving customer financial wellbeing and creating... ...creating customized customer solutions. Managing Risk -... ...Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair... ...Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial...Full timePart timeWork experience placement
- ...using the latest banking solutions and cutting‑edge financial technology combined with friendly... ...Frank/Truth in Lending Act This position is subject... ...) registration under the SAFE Act of 2008. As such, upon... ...will be required to either register on NMLS or to update your...Immediate startAfternoon shift
- ...using the latest banking solutions and cutting-edge financial technology combined with friendly... ...Frank/Truth in Lending Act This position is subject... ...) registration under the SAFE Act of 2008. As such, upon... ...will be required to either register on NMLS, or to update your...Immediate startAfternoon shift
$240k - $270k
...as primary relationship advisor for high net worth and... ...suite of Truist Wealth solutions. Accomplished and highly... ...and sound personal financial planning and financial... ...Associates* Continuously act as a culture champion that... ...products* Must be SAFE Mortgage Licensing Act...Full timePart timeWork at officeLocal areaShift workDay shift- ...client-focused approach Financial products and services for... ...managers and cost-effective solutions The Senior Financial Advisor is responsible for... ...regulations under the Securities Act of 1933, Securities... ...Series 6 (Investment Company Registered Representative) FINRA...For contractorsWork at officeRemote work
$70k
...Financial Advisor Trainee Through distance learning, apprenticeship and training at the firm... ...niches. Recommends investment products, solutions, and services that are suitable for... ...Make prompt, pragmatic choices and act with the client in mind Take ownership...ApprenticeshipTraineeshipWork experience placement$102k - $154k
...and delivering impactful solutions? Do you excel at using... ...a Senior Compensation Advisor, you will play a key role... ...accommodation.A safe and secure environment... ...California Fair Chance Act.Notice to External Search... ...more, please visit and register with our referral code:...Local area$90k - $110k
...fee-only, independent, privately-owned Registered Investment Advisory firm based in the... ..., is seeking an experienced Associate Financial Advisor (AFA) to join their rapidly growing boutique... ...and independent advice, service, and solutions always in the best interest of our...Remote workWork from home- ...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 officeFlexible hoursShift workWeekend workDay shift
- ...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 officeFlexible hoursShift workWeekend workDay shift
$50k - $125k
# US Experienced Financial AdvisorEdward JonesBe an Early ApplicantFull... ...US Experienced Financial Advisor. This is a full-time role in... ...information seeking the right solutions for clients* Comfortable in your... ...the California Fair Chance Act. Edward Jones is prohibited from...Full timeWork at officeWork from homeHome officeFlexible hours$23.84 - $39.74 per hour
...process to provide proactive basic sales solutions through customer outreach for basic... ...transition to needs to based discussion on financial goals Identify financial needs of customers... ...requirements under the Federal SAFE Act Scope of Responsibilities: The position...- ...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... ...required to either register on NMLS, or to update...Full timePart timeImmediate startAfternoon shift
- ...Senior Home Lending Advisor Join our fun,... ...and promoting the financial products offered by... ...deposit insurance act: This position is... ...registration under the SAFE Act of 2008. As... ...to either register on NMLS, or to update... ...grow, delivering solutions to solve all their...Work experience placementLocal areaImmediate startRelocation
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