Financial Solutions Advisor — SAFE Act Registered & Mortgage-Savvy
Bank of America ATM
Bank of America in Exton, PA, seeks a financial professional to provide comprehensive advice and customized solutions helping clients achieve financial goals through planning, investments, and banking products. Responsibilities include triaging leads, referring to internal partners, and meeting clients to review goals; role requires license readiness and regulatory compliance; mortgage work requires SAFE Act registration. #J-18808-Ljbffr Bank of America
- ...common purpose to help make financial lives better through... ...advice and customized solutions to clients to help them... ...of residential mortgage loans, and as such, is subject to SAFE Act registration requirements... ...loan originations must register with the federal registry...MortgageTemporary workWork at officeFlexible hoursShift workDay shift
- ...company's success. As a Financial Advisor within PNC Wealth... ...creating personalized solutions on behalf of you and... ...Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the...MortgageFull timeTemporary workPart timeWork experience placementWork at office
- ...improve the customer's financial wellbeing.... ...wallet. Positions PNC solutions to drive new revenue and... ...Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial...MortgageTemporary workWork experience placementWork at office
$22.5 - $29 per hour
...confidently achieve their financial goals by delivering personalized solutions that support... ...clients on mortgage products, accepting... ...protect the client Acts as a trusted first... ...Licensing Act of 2008 (SAFE Act), 12 U.S.C. 51... ...registration as a registered mortgage loan...MortgageFull timeWork at office- ...deepen client relationships through consultative engagement and product knowledge. You will help clients achieve financial goals by delivering personalized solutions while adhering to TD's risk standards. The role emphasizes discovering client needs, explaining TD products,...Mortgage
$20.43 - $32.31 per hour
...) based out of our financial center in Exton, PA... ...become a trusted advisor. Actively promote a... ...variety of banking solutions to enhance a customer... ...understanding and acting on the contents of... ...require incumbent to be registered in the Nationwide Mortgage Licensing System...MortgageHourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours$20.43 - $32.31 per hour
...) based out of our financial center in Exton, PA... ...and become a trusted advisor. Actively promote a... ...variety of banking solutions to enhance a... ...understanding and acting on the contents of... ...require incumbent to be registered in the Nationwide Mortgage Licensing System and...MortgageHourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours- ...the latest banking solutions and cutting-edge financial technology combined... ...Frank/Truth in Lending Act This position is... ...position requires National Mortgage Licensing System and... ...under the SAFE Act of 2008. As such... ...required to either register on NMLS, or to update...MortgageImmediate startAfternoon shift
- ...the latest banking solutions and cutting‑edge financial technology combined... ...Frank/Truth in Lending Act This position is... ...position requires National Mortgage Licensing System and... ...under the SAFE Act of 2008. As such... ...required to either register on NMLS, or to update...MortgageImmediate startAfternoon shift
- ...at improving customer financial wellbeing and creating... ...creating customized customer solutions. Managing Risk -... ...Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial...MortgageFull timePart timeWork experience placementWork at office
- ...at improving customer financial wellbeing and creating... ...creating customized customer solutions. Managing Risk –... ...Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial...MortgageFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...interactions with clients, and solutions that help them achieve financial well being. Creates a... ...the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry...MortgageFull timeTemporary workPart timeWork experience placementWork at office
- ...services needed to meet their individual financial needs. Incumbent will drive sales... ...with all requirements set forth in the SAFE Act, including, but not limited to, successful... ...of Citadel Credit Union products such as Mortgages, Auto Loans, Home Equity Education...Mortgage
- OverviewFinancial Advisor Services (FAS) is a critical growth engine, focused on evolving... ..., data-driven insights, and innovative solutions. As FAS accelerates its strategy—including... ...solutions, wealth management or financial advice businesses.Deep understanding of...Full time
- ...identifying opportunities to improve financial wellbeing; collaborate with... ...19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory...MortgageTemporary workWork experience placement
- ...the latest banking solutions and cutting-edge financial technology combined... ...Frank/Truth in Lending Act This position is... ...position requires National Mortgage Licensing System and... ...under the SAFE Act of 2008. As such... ...required to either register on NMLS, or to update...MortgageImmediate startAfternoon shift
$15 per hour
...1 Job Summary The Mortgage Loan Officer (MLO)... ...clients on home lending solutions that meet their needs and financial objectives. The... ...at the time of registering a loan and remain... ...without limitation, acting professionally at... ...agents and financial advisors. Core Competencies...MortgageHourly payWork experience placementWork at officeLocal areaDay shift- ...Handles the origination, financial analysis, negotiation... ...customized customer solutions.Managing Risk - Assessing... ...Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial...MortgageFull timeTemporary workPart timeWork experience placementWork at office
$21 - $41.06 per hour
...Responsible for profiling customers to determine financial services needs and referring customers to... ...products. Makes referrals to the Mortgage, Wealth Management, Financial Services, Business... ...requirements as part of the S.A.F.E. Act certification. Proof of registration with...MortgageBank staffWork at officeFlexible hours- ...banking professional who helps clients reach their financial goals by delivering personalized solutions with strong product knowledge and disciplined execution... ..., present options clearly, and connect clients to mortgage and other TD products while guiding them to digital...Mortgage
$25 per hour
...along with your broad range of financial knowledge - you'll provide... ...assist customers with financial solutions, supporting spending, saving,... ...in Wealth Management, Mortgage and Business Banking to help... ...requirements set forth in the SAFE Act, including, but not limited to...MortgageLocal areaAfternoon shift$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...Trust Services • Retirement Solutions • Business Needs Analysis Northwestern... ...Insurance Contributions Act (FICA) tax purposes.... ...Investment Brokerage Services), a registered investment adviser, broker-...Full timeContract workFor contractorsWork at office- ...management team and a trusted advisor to the Board of... ...framework that supports safe, sustainable growth and... ...flood insurance, SAFE Act, Red Flags Identity Theft... ...for the Bank and mortgage loan originators. Ensure... ...AML/CFT/OFAC, Fraud & Financial Crimes Oversight Provide...MortgageContract workWork experience placementFor subcontractor
- ...company’s success. As a Mortgage Loan Officer within... ...Recommends loan solutions in accordance with lending... ...analyzes customer financial information for... ...Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and... ...Act of 2008 (SAFE Act) and/or the Financial...MortgageFull timeTemporary workPart timeWork experience placementWork at office
- ...tailored to suit their financial needs. As a Private... ...(Private Client Advisors, Mortgage Bankers and Business Relationship... ...you are not currently registered, the Securities... ...Frank/Truth in Lending Act* ~ High school degree... ...registration under the SAFE Act of 2008. As such,...MortgageImmediate startAfternoon shift
- ...to a partner for specialized solutions.Executes TD’s Brand promise to... ...deposits, withdrawals, loan and safe deposit box payments... ...options that meet their needs.Acts as an advocate for the customer... ...based conversations; offering financial & digital solutions, and/or referring...Work at officeLocal areaWork from homeFlexible hoursNight shiftAfternoon shift
$72k - $90k
...intelligent AI, digital, cybersecurity, cloud and infrastructure solutions. Through its Advanced Technology Center (ATC)—a collaborative... ...(MO & IL), Employee Assistance Program, Wellness program Financial Benefits: Competitive Pay, Profit Sharing, 401k Plan with Company...Full timeRemote workFlexible hoursShift work$20.67 - $31.25 per hour
...problem solver, trusted advisor, and partner to the people... ...and provide guidance and solutions to assist in client's financial wellness both in person and... ...without limitation, acting professionally at all times... ...Key Investment Services, Mortgage and Business Banking sales...MortgageHourly payWork experience placementDay shift- ...focus on the client, trust that assets are safe from fraud, and trust that we employ... ...crew. That’s why we hire best-in-class financial minds to conduct thorough research and recommend... ..., work independently and drive solutions.A broad knowledge and perspective of Vanguard...Full time
$36.44k - $80.85k
...Profiles customers to determine financial services needs and refers... ...with customers by suggesting solutions that meet the customers stated... ...requirements as part of the S.A.F.E. Act certification. Proof of... ...performing the duties of a Mortgage Loan Originator, as defined by...MortgageFor contractorsWork at officeFlexible hours
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