Financial Solutions Advisor (SAFE Act Registered)
Bank of America ATM
Bank of America in Beverly, MA is hiring for a role focused on delivering tailored financial solutions to clients. You will triage leads, refer to internal partners, and meet with clients to review goals and recommend products. You will apply licenses and training to provide comprehensive guidance, with potential involvement in residential mortgage loans under SAFE Act requirements. The role emphasizes building relationships, advising on investments, and managing risk in a fast-paced environment #J-18808-Ljbffr Bank of America
- ...Financial Solutions Advisor - Northern MA Market Billerica, Massachusetts;Bedford, Massachusetts;... ...mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant... ...mortgage loan originations must register with the federal registry system and...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...This position is subject to SAFE Act registration requirements. Pursuant... ...mortgage originations must register with the federal registry...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...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...SuggestedFull timeWork at officeImmediate startShift workDay shift
- Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities... ...brokerage products. This position requires SAFE Act registration and appropriate licensing. #J-18...Suggested
$22.5 - $29 per hour
...confidently achieve their financial goals by delivering personalized solutions that support overall... ...Walking Occasional Moving safely in confined spaces... ...of the Truth in Lending Act, 12 CFR Part 1026.36, and... ...eligible for registration as a registered mortgage loan originator...SuggestedWork at office$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 timeContract workFor contractorsWork at office- ...TD WealthJob Description:The Financial Advisor (FA) role is a three-year... ...selling investment management solutions. A FA will need to leverage... ...Laws. May (or may not) be a registered position under FINRA.Must be... ...OccasionalWalking - OccasionalMoving safely in confined spaces -...Work at officeLocal areaWork from homeFlexible hours
- ...patrimoine TD Job Description The Financial Advisor (FA) role is a three-year... ...investment management solutions. A FA will need to leverage... ...Laws. May (or may not) be a registered position under FINRA. Must be... ...Walking - Occasional Moving safely in confined spaces - Occasional...Work at officeLocal areaWork from homeFlexible hours
- ## Financial Advisor Trainee - Revere, MassachusettsPostulerremote type: Sur... ...of insurance and annuity solutions, where suitable* Able to provide... ...Laws. May (or may not) be a registered position under FINRA.* Must... ...– Occasional* Moving safely in confined spaces – Occasional...Temporary workTraineeshipWork experience placementSecond jobWork at officeLocal areaWork from homeFlexible 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...Hourly pay$45.38k - $75.63k
...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 office$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... ...registration requirements under the Federal SAFE Act## ****Scope of Responsibilities:****The...$80k - $90k
...pursue and hire those candidates without any financial obligation to the agency or recruiter. Our Newest Opportunity The Financial Advisor drives business results by developing and... ...management needs and financial planning solutions, as well as, exhibiting technical...Local areaVisa sponsorshipWork visa- ...for helping others reach their financial goals? Want to turn your... ...guiding them toward the best solutions we offer. If you're a great communicator... ...members with accessing their safe deposit boxes. # Answers... ...the Credit Union Bank Secrecy Act policy and procedures. # Ability...Full timeTemporary workNight shift
$50 - $60 per hour
...SAT and ACT Tutor Opportunity We are StudyPoint, a national leader in one-on-one tutoring. We operate in 19 markets nationwide as... ...effectively with students, parents, and employees; Create a positive, safe learning environment; Have fun while helping students achieve...Part timeMonday to FridayWeekend work$21 - $24 per hour
...Bank’s products and services and uses this knowledge to offer solutions based on the customer’s needs. Proactively promotes the Bank’s... ...excellence in customer service and always maintains service standards. Acts as a resource to identify customer servicing issues so that a...Hourly payImmediate start$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 payLocal areaFlexible hoursAfternoon shift- ...Senior Home Lending Advisor Join our fun,... ...and promoting the financial products offered by... .../Truth in Lending Act qualification... ...registration under the SAFE Act of 2008. As... ...required to either register on NMLS, or to update... ...grow, delivering solutions to solve all their...Work experience placementLocal areaImmediate startRelocation
- ...relationships in a branch setting. You will engage clients, recommend TD products, explain options clearly, and guide them toward financial goals while adhering to risk and regulatory standards. The role emphasizes personalized service, ongoing guidance, and building trust...
- ...recognized and award-winning firm, has an immediate 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...Immediate start
$19 - $28.34 per hour
...servicing interactions. Processes a variety of financial transactions in an accurate and efficient... ...customer needs and delivering solutions in moments that matter most to them. Educate... ...Anti-Money Laundering)/BSA (Bank Secrecy Act)/KYC (Know Your Customer related activities...Hourly payImmediate start$20 - $22.5 per hour
...excellence in customer service and always maintain service standards. Acts as a resource to identify customer servicing issues so that a... .... Ability to work in a constant state of alertness and in a safe manner. Education And Experience: High school diploma/GED required...Hourly payPart time- OneDigital is hiring a Financial Advisor to build and maintain client relationships, understand client needs, and deliver exceptional guidance... .... Collaboration with Portfolio Management ensures best financial solutions and ongoing client support. #J-18808-Ljbffr OneDigital
- ...guided by a common purpose to help make financial lives better through the power of every... ...life priorities and connecting clients to solutions that meet the financial goals.... ...work ethic and intense focus on results, acting in the best interest of the clientCollaborates...Hourly payFlexible hoursWeekend workDay shift
$25 - $26.77 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...life priorities and connecting clients to solutions that meet the financial goals.... ...work ethic and intense focus on results, acting in the best interest of the client Collaborates...Hourly payWork at officeShift workWeekend workDay shift- ...is responsible for assessing customers' financial needs and cross selling additional products... ...such as Reg CC, Reg DD and Bank Secrecy Act (BSA). Understand and exercise customer identification... ...records and maintaining proper and safe procedural responses to robberies.Work...Contract workWork at officeLocal areaNight shift
$25 - $26.77 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...life priorities and connecting clients to solutions that meet the financial goals.... ...work ethic and intense focus on results, acting in the best interest of the client Collaborates...Hourly payWork at officeShift workWeekend workDay shift- ...problem-solving skills. The ideal candidate must have a strong work ethic, adaptability to new technologies, and desire to meet client financial goals. Applicants are encouraged to apply with a high school diploma or equivalent, and a passion for financial services. #J-1880...
- ...Beverly, MA is seeking a Relationship Banker I to engage clients, drive acquisition, and deepen relationships with personalized financial solutions. You will deliver a high-touch, needs-based service to help clients achieve their financial goals. Responsibilities include...
- ...Corporation in Beverly, Massachusetts is seeking a Relationship Banker to identify customers' needs and provide proactive basic sales solutions within the branch sales process. You will engage customers through outbound outreach, facilitate account openings, and refer...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor (SAFE Act Registered). Be the first to apply!
- financial advisor Beverly, MA
- financial associate Beverly, MA
- estate planning consultant Beverly, MA
- financial advisor associate Beverly, MA
- financial planning associate Beverly, MA
- financial planning assistant Beverly, MA
- finance associate Beverly, MA
- financial counselor Beverly, MA
- financial planning administrator Beverly, MA
- financial planner Beverly, MA


