Financial Solutions Advisor: Client Planning & Mortgage
Bank of America
Bank of America in Rockville, MD seeks a financial professional to advise clients, plan financial outcomes, and assemble brokerage and banking solutions. You will triage referrals, review goals, and tailor investment strategies to client needs, while pursuing required licenses and SAFE Act training. Responsibilities include identifying new clients, presenting financial plans, and ensuring compliance with regulatory requirements in a fast-paced environment. #J-18808-Ljbffr Bank of America
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor: Client Planning & Mortgage in Rockville, MD vacancy
- ...focused on delivering comprehensive financial advice and customized solutions to clients in Maryland. You will triage... ...Act registration for residential mortgage loans and ongoing licensing training... ...candidate will build financial plans using brokerage products and banking...Mortgage
$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are... ...delivering for our clients, teammates, communities... ...advice and customized solutions to clients to help them... ...building a financial plan, and recommending brokerage... ...of residential mortgage loans, and as such, is...MortgageTemporary workWork at officeShift workDay shift$70k - $80k
...purpose to help make financial lives better through the... ...we deliver for our clients, teammates, communities... ...advice and customized solutions to clients to help them... ...building a financial plan, and recommending brokerage... ...in residential loan mortgage originations must...MortgageTemporary workWork at officeShift workDay shift- ...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...advice and customized solutions to clients to help them... ...building a financial plan, and recommending brokerage... ...of residential mortgage loans, and as such, is...MortgageTemporary workWork at officeShift workDay shift
- Bank of America is seeking a Financial Advisor in Gaithersburg, MD to... ...comprehensive guidance and customized solutions to clients. You will triage leads,... ...required, with potential Mortgage Origination under the SAFE... .... You will build financial plans using brokerage products,...Mortgage
$28.85 - $33.65 per hour
...Bank Of America Financial Advisor At Bank of America, we are... ...delivering for our clients, teammates, communities... ...advice and customized solutions to clients to help them... ...provision of residential mortgage loans, and as such, is... ...Works with clients to plan their short and long-...MortgageHourly payTemporary workWork at officeFlexible hoursShift workDay shiftBank of America
Gaithersburg, MD6 hours ago$28.85 - $33.65 per hour
Job Overview As a financial advisor at Bank of America, you will provide... ...comprehensive advice and customized solutions to clients to help them achieve their... ...may involve residential mortgage loan origination subject to... ...Build financial plans for clients using brokerage...MortgageHourly payShift workDay shift- ...Merrill Advisor Development Program - Financial Advisor: Greater Maryland Market... ..., including planning for retirement, education... ...Wealth Management Client Associates help clients... ...highly customized solutions to meet client... ...in residential loan mortgage originations must register...MortgageInterim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Rockville, MD2 days ago $28.85 - $33.65 per hour
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...for the provision of residential mortgage loans, and as such, is subject to... ...Responsibilities Work with clients to plan their short and long‑term...MortgageHourly payTemporary workShift workDay shift$80k - $90k
...focused on goal‑based financial planning and investment products. The Merrill Advisor Development Program (MDP... ...for high‑net‑worth clients. Role Specifics As a MDP... ...execute customized solutions. Recommend suitable investment... ...in residential loan mortgage originations must...MortgageInterim roleWork at officeImmediate startDay shift- ...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities and... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey... ...engaged in residential loan mortgage originations must register with...MortgageFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Pinnacle Financial Advisor Position At Pinnacle, our goal... ...demonstrate a passion for client service. People who... ...credit, residential mortgages, and other... ...appropriate tailored solutions to client needs and provide... ...of overall financial planning. Manage small investment...MortgageWork at office
Pinnacle Bank
McLean, VA5 days ago $72k - $90k
...important work benefits our clients and partners as much as it does... ...cutting-edge technology solutions for our clients. Founded in... ...and maintain detailed project plans, milestones, risk registers,... ...Ability to manage budgets, analyze financial reports, and track...Full timeRemote workShift workWorld Wide Technology
Gaithersburg, MD2 days ago$75k
...company’s success. As a Financial Advisor within PNC Wealth... ...execute an advice and planning strategy focused on helping clients meet their savings, investing... ...creating personalized solutions on behalf of you and your... ...Fair Enforcement for Mortgage Licensing Act of 2008 (...MortgageFull timeTemporary workPart timeWork experience placementWork at officePNC Financial Services Group
Bethesda, MD1 hour ago- ...branch to represent our brand with hospitality, using banking solutions and fintech to serve clients in a welcoming environment. You will acquire, manage, and retain relationships while addressing clients' financial needs and offering thoughtful solutions. Role requires 1+...Weekend workAfternoon shift
$240k - $270k
...primary relationship advisor for high net worth and... ...net worth wealth clients. Responsible for developing... ...of Truist Wealth solutions. Accomplished and highly... ...and sound personal financial planning and financial advisory... ...(e.g. credit, mortgage, planning, investment...MortgageFull timePart timeWork at officeLocal areaShift workDay shift- Bank of America is seeking an experienced client advisor to deliver personalized financial guidance and build strong client relationships across the full... ...with clients, identify needs, and present tailored solutions to help them achieve their financial goals. The role...
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda,... ...wealth management, including planning for retirement, education, legacy... ...and Wealth Management Client Associates help clients pursue... ...Deliver customized solutions and the full resources of Bank...Work at officeShift workDay shift
Bank of America
Rockville, MD2 days ago - ...Private Client Advisor II Mclean, Virginia To proceed... ...purpose to help make financial lives better through... ...of residential mortgage loans, and as such, is... ...closes business ~ Solutions oriented; sales and financial... ...Wealth Planning Analytical Thinking...MortgageWork at officeFlexible hoursShift workDay shift
Bank of America
McLean, VA1 day ago $100k - $275k
...purpose to help make financial lives better... ...delivering for our clients, teammates, communities... ...of residential mortgage loans, and as such... ...as their trusted advisor, providing integrated... ...business ~ Solutions oriented; sales and... ...Prospecting Wealth Planning Analytical...MortgageWork at officeFlexible hoursShift workDay shift- ...creating memorable experiences for our clients and employees, making them feel... ...hospitality, delivering the latest banking solutions and cutting‑edge financial technology combined with friendly... ..., this position requires National Mortgage Licensing System and Registry (NMLS)...MortgageImmediate startAfternoon shift
- Overview Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities...Work at officeFlexible hours
- ...businesses navigate life’s financial goals and challenges... ...in helping people plan and protect what matters... ...so that your clients can live through their... ...diversification) Offer tailored solutions across insurance and... ...to become a financial advisor with Eagle Strategies...Full timeLocal area
- Kestra Financial seeks a senior wealth adviser to lead client relationships in the Richmond, VA area or Reston, VA / Rockville, MD markets. You will own the... ...retention and growth, and guide investment and financial planning strategies for a diverse client base. The role...
$83.92k - $125.88k
....00Category: Private Client Coverage, WealthCompany... ...Worth segment with financial planning and excellent discovery... ...the client and offer solutions through a wide range... ...and Financial Advisor, Small Business Partners... ...employee to register as a mortgage loan originator with...MortgageFull timeWork at office$83.92k - $125.88k
....00Category: Private Client Coverage, WealthCompany... ...Worth segment with financial planning and excellent discovery... ...the client and offer solutions through a wide range... ...and Financial Advisor, Small Business Partners... ...employee to register as a mortgage loan originator with...MortgageFull timeWork at office$49.5k - $82.5k
...improve the customer's financial wellbeing.... ...wallet. Positions PNC solutions to drive new revenue and... ...ultimately elevating client loyalty. Delivers a full... ...pension and stock purchase plans; dependent care reimbursement... ...Fair Enforcement for Mortgage Licensing Act of 2008...MortgageFull timeTemporary workPart timeWork experience placementWork at officeShift workPNC Financial Services Group
Potomac, MD2 days ago$129k - $193k
...greater purpose. Position Overview The Client Engagement Lead is a key leader... ...are represented throughout strategic planning, prioritization, roadmap development,... ...stakeholder groups. Experience within financial services, mortgage lending, servicing, investments, or digital...MortgageLocal area- ...creating memorable experiences for our clients and employees, making them feel... ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and... ..., this position requires National Mortgage Licensing System and Registry (NMLS)...MortgageImmediate startAfternoon shift
$90k - $110k
...seeking an experienced Associate Financial Advisor (AFA) to join their rapidly... ...management firm providing clients with exceptional advice and... ...advice, service, and solutions always in the best interest... ...aspects of client service, planning, and advisory. Responsibilities...Remote workWork from homeCore Ventures LLC
McLean, VA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor: Client Planning & Mortgage. Be the first to apply!
Related searches
- financial planning assistant Rockville, MD
- estate planning consultant Rockville, MD
- wealth advisor Rockville, MD
- financial consultant Rockville, MD
- financial counselor Rockville, MD
- associate corporate finance Rockville, MD
- finance associate Rockville, MD
- jde finance consultant Rockville, MD
- financial planning administrator Rockville, MD
- financial planning associate Rockville, MD