SAFE Act Registered Financial Solutions Advisor
Bank of America ATM
Bank of America is seeking a financial advisor responsible for providing customized solutions to clients to help meet their financial goals. Key responsibilities include triaging client leads and making referrals, alongside establishing strong client relationships. The ideal candidate is self-disciplined, has a high school diploma, and will engage in ongoing training. This role is full-time and based in Ohio, offering opportunities for professional growth within an inclusive workplace. #J-18808-Ljbffr Bank of America
- ...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...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- ...providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position involves triaging... ...mortgage loans and thus is subject to SAFE Act registration requirements. Employees must register with the federal registry system,...SuggestedTemporary workMonday to FridayDay shift
- ...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...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
$80k - $90k
...Role Overview The Merrill Advisor Development Program (ADP) - Financial Advisor is designed for... ...highly customized solutions. Recommend investment products... ...position is subject to SAFE Act registration requirements... ...originations must register with the federal registry...SuggestedInterim roleShift workDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...Services Trust Services Retirement Solutions Business Needs Analysis... ...Insurance Contributions Act (FICA) tax purposes. Northwestern... ...Brokerage Services), a registered investment adviser, broker‑dealer...SuggestedFull timeContract workFor contractorsWork at office- ...A Fortune 500 financial services company in Cincinnati is seeking a motivated Financial Representative. This role involves working with... ...to understand their financial needs and recommending tailored solutions, including life insurance. Ideal candidates will be customer-...
- ...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 workWork experience placementWork at officeShift work
- A financial services leader based in Cincinnati, Ohio, is seeking a qualified individual to provide comprehensive financial advice and customized solutions to clients. Key responsibilities include developing financial plans, making investment recommendations, and fostering...Full time
$50k
...unique branch-team business model. One financial advisor and one branch office administrator entirely... .... Empowering you to deliver tailored solutions to meet your clients' unique and... ...Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring...Work at officeWork from homeHome officeFlexible hours- ...Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland;... ...shared ownership and accountability. We act as one company and believe when we work... ...capitalize on referrals Deliver customized solutions and the full resources of Bank of...Shift workDay shift
- ...Description: Our client is a financial planning firm located in... ...They are seeking a Financial Advisor to join their team.... ...interacting directly with clients, acting as a liaison to answer client... ...insurance opportunities and solutions, preparing preliminary case work...Work at office
- Bank of America in Cincinnati is looking for a financial advisor to provide tailored solutions to clients. This role includes planning financial goals with... ...products, and ensuring compliance with the SAFE Act for mortgage-related services. The ideal candidate has...
- ...The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and... ...customers. Ability to analyze, comprehend and act in accordance with various regulatory... ...suitable investment and insurance solutions. Provide a great client experience to all...Full timeWork at office
- ...relationships, understand financial needs, and tailor... ...clients to technology solutions such as leveraging the... ...Frank/Truth in Lending Act This position is subject... ...registration under the SAFE Act of 2008. As such, upon... ...be required to either register on NMLS, or to update your...Immediate startAfternoon shift
$45k - $100k
...professional crossroads, a career as a financial advisor may be the right change for you.... ...providing: Paid training - Get registered and licensed and learn how to be a financial... ...personalized investment and financial solutions to your clients? Taking ownership...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$52.5k - $87.5k
...being through tailored solutions aligned with clients'... ...escalating where necessary. Acts as an advocate for... ...options for managing financial transactions by... ...Act (FDIA) and, for any registered role, the Secure and Fair... ...Licensing Act of 2008 (SAFE Act) and/or the Financial...Full timeTemporary workPart timeWork experience placementWork at officeShift work$52.5k - $87.5k
...being through tailored solutions aligned with clients’... ...escalating where necessary. Acts as an advocate for... ...options for managing financial transactions by... ...Act (FDIA) and, for any registered role, the Secure and Fair... ...Licensing Act of 2008 (SAFE Act) and/or the Financial...Temporary workWork at officeShift work$14.42 - $24.04 per hour
...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 placementWork at officeShift work- ...commitment to helping clients own their financial futures. In this exciting role, you’ll give... ...in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential... ...loan mortgage originations must register with the NMLS registry system and remain...
$40.04k - $52k
...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 timeTemporary workPart timeWork experience placement$30k - $50k
...aimed at improving customer financial wellbeing and creating... ...creating customized customer solutions. Managing Risk - Assessing... ...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- ...expected to travel to various Financial Centers within the market.Responsible... ...of account ownership.Act with confidence by answering and... ...customer questions and finding solutions to customer issues.Be... ...scheduling.This position requires SAFE Act registration at the time of...Work at office
$33.75k - $56.25k
...opportunities to improve a customer’s financial wellbeing and create... ...of wallet. Positions PNC solutions to drive new revenue and... ...Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair... ...Licensing Act of 2008 (SAFE Act) and/or the Financial...Temporary workWork experience placementWork at office- ...well as managers and end users – both written and verbal • Skilled at problem solving • Demonstrated ability to develop creative solutions to complex problems • Possesses an understanding and high-aptitude for computer system capabilities to address process...Full timeShift work
- ...Senior Home Lending Advisor in Chase Home... ...and promoting the financial products offered by... .../Truth in Lending Act qualification requirements... ...under the SAFE Act of 2008. As such... ...required to either register on NMLS, or to... ...grow, delivering solutions to solve all their...Work experience placementLocal areaImmediate startRelocation
- ...certifications. We've been helping clients achieve financial security for over 160 years. We are... ...Services - Trust Services - Retirement Solutions - Business Needs Analysis Your goal is... ...and help map a path to meet them. • Advisors help clients to achieve and maintain financial...Full timeContract workWork experience placementInternshipWork at officeMonday to Friday
- ...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
$41.73k
...Title: Financial Aid Advisor II Salary: $41,730 Contract Term Length: 12 Months Standard Hours: 37.5 Work Location: Discretionary Hybrid FLSA... ...students regarding various types of educational funding, and by acting as a liaison for students with other internal offices...Contract workWork at officeRemote workAfternoon shift- ...Skylight Financial Group, one of the region's largest financial planning firms, provides... ...with over $600 billion in assets. As an Advisor, you will be creating a comprehensive and... ...candidate will deliver personalized financial solutions to help achieve long-term financial...Immediate start
- ...Personal Banker Associate I is a Financial Center position focused on... .../services and recommend solutions using the value proposition.... ...demeanor and professionalism. Act with confidence by answering... ...judgment in decision making. Must register for the S.A.F.E. Act through...Work experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to SAFE Act Registered Financial Solutions Advisor. Be the first to apply!
- strategic finance associate Cincinnati, OH
- associate leveraged finance Cincinnati, OH
- associate corporate finance Cincinnati, OH
- financial planner Cincinnati, OH
- estate planning consultant Cincinnati, OH
- financial counselor Cincinnati, OH
- senior wealth advisor Cincinnati, OH
- senior financial advisor Cincinnati, OH
- project finance associate Cincinnati, OH
- financial advisor development program Cincinnati, OH

