Financial Solutions Advisor - SAFE Act Registered Candidate
Bank of America
Bank of America is hiring a financial adviser to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners based on needs and asset thresholds, and conduct regular reviews of goals and products. The role requires licenses, strong client relationships, and a drive to meet in a fast-paced environment. You may train at a financial center and later work in a phone-based capacity. #J-18808-Ljbffr Bank of America
- Bank of America in New York, NY seeks a financial advisor to help clients achieve financial goals through brokerage products and banking solutions. You will triage client leads, refer to partners, and review goals with clients while maintaining regulatory compliance. The...Suggested
- ...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.... ...mortgage originations must register with the federal registry system...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift 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... ...This position is subject to SAFE Act registration requirements. Pursuant... ...mortgage originations must register with the federal registry system...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...common purpose to help make financial lives better through the power... ...an impact. As a Financial Solutions Advisor Stage I (FSA I), your journey... ...This position is subject to SAFE Act registration requirements.... ...mortgage originations must register with the federal registry system...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$70k
Senior Wealth Advisor SAFE Act - Miramar, FL Working at Citi... ...through the use of financial planning and excellent... ...through a select number of solutions using firm models &... ...the employee to register as a mortgage loan originator... ..., and qualified candidates will receive...SuggestedFull timeWork at office$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...Hourly payWork at officeFlexible hoursShift 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...Hourly payTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$250k
Personal Banker SAFE Act, Dublin Branch, Officer Job Req Id: 26972075 Location: Dublin... ..., then present product offers and financial solutions. Understand and comply with Citibank... ...equal opportunity employer, and qualified candidates will receive consideration without...Full time$250k
Personal Banker SAFE Act, Sunnyvale Branch, Officer Job Req Id: 26992979 Location(s)... ...opportunities, and present product offers/financial solutions Understand and comply with Citibank... ...purposes) to identify and align the candidate's skills and abilities with a specific...Full time$65k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...trainings. This position is subject to SAFE Act registration requirements.... ...loan mortgage originations must register with the federal registry system...Temporary workMonday to FridayShift workDay shift$70k - $80k
...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...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...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...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...Hills, California, is hiring an entry-level Personal Banker SAFE Act to support the customer service team and foster relationships... ...interactions, coaching of branch staff, and leveraging digital channels to present suitable financial solutions, with #J-18808-Ljbffr Citi
$250k
## Personal Banker SAFE Act - Thornwood BrnachApply: On-Site: Thornwood New York United States: Posted Today: 26998517The Personal... ...to uncover opportunities, and present product offers/financial solutions* Understand and comply with Citibank policies, standards and...Full time- Bank of America Corporation is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Responsibilities... ...residential mortgage loan origination and SAFE Act registration; background checks are required....
- Bank of America in New York is seeking a financial professional who provides comprehensive advice and customized solutions to help clients meet financial goals. You will... ...The role requires pursuing required licenses, SAFE Act registration for mortgage activities, and...Work at office
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- Bank of America is seeking an in-office Financial Advisor to deliver comprehensive advice and customized solutions to clients, helping them reach their financial goals... ...relationships in a fast-paced environment. Licensing and SAFE Act requirements apply. #J-18808-Ljbffr Bank of...Work at office
$55k
...success. As a Virtual Financial Advisor within PNC's Wealth... ...customer solutions. Managing Risk - Assessing... ...Qualifications Successful candidates must demonstrate... ...Deposit Insurance Act (FDIA) and, for any registered role, the Secure... ...Licensing Act of 2008 (SAFE Act) and/or the...Temporary workWork experience placementWork at officeRemote workWork from home$110k - $145k
...Alternative Investments Fund-of-Funds, and 1940 Act Registered Funds businesses. This individual will... ...issues, and helping develop practical solutions. Review fund marketing materials for... ...years of compliance experience in the financial services industry, including experience...Full timeWork at officeRemote work- Citigroup Inc. in Brooklyn, NY is seeking an entry‑level Personal Banker SAFE Act to support sales and service activities with the customer service team, aiming to build loyalty and increase consumer client sales. The role involves cross‑selling treasury and small business...
- Citi in Fremont, California is seeking an entry-level Personal Banker under the SAFE Act with Mandarin speaking preferred. This on-site role supports sales, banking products, and customer service, building loyalty and growing relationships with individual consumer clients...
- Citi Personal Banker SAFE Act position in New York, NY is an entry-level role supporting sales and service activities with the customer service team. The objective is to foster client relationships, build loyalty, and help grow sales to individual consumer clients. Responsibilities...
- Citi in Brooklyn, NY is hiring an entry-level Personal Banker SAFE Act to assist in executing sales and service activities with the customer service team, building loyalty and increasing sales to consumer clients. Responsibilities include collaborating with branch staff...
$58.19k - $81.21k
Citi's North Hills branch is seeking a Personal Banker SAFE Act. This entry-level role supports sales, product and service activities, helping build customer loyalty and grow consumer client relationships. You will work with the customer service team, handle inquiries,...Full time- Citi in New York is seeking a Personal Banker SAFE Act at entry level to assist in executing sales, products, or service activities with the customer service team. You will foster relationships with customers to build loyalty and help increase sales to individual consumer...
- Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in Brooklyn, NY. The role supports sales, product and service activities within the customer service team to foster customer relationships and drive loyalty. Responsibilities include handling small business...Full time
- Bank of America seeks a licensed financial advisor to provide tailored guidance and brokerage solutions to clients, including planning, referrals, and product recommendations... ...completing required licenses and trainings. Candidates should hold Series 7 and 66 (or 63/65), have 1+...Monday to Friday
- ## Financial Advisor (Multiple Levels)-Flourtown, PAPostuler... ...vary based upon the candidate's skills and experience... ...management solutions. A FA will need to leverage... ...May (or may not) be a registered position under FINRA.... ...- Occasional* Moving safely in confined spaces -...Temporary workWork at officeLocal areaWork from homeFlexible hours
- ...interested in building a career in financial services. Prior financial... ...You’ll Do As a Financial Advisor, you’ll work with... ...them identify strategies and solutions that align with their needs.... ...skills needed for your career. Candidates will also receive guidance regarding...
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