Financial Solutions Advisor (Mortgage & Investments) — SAFE Act
Bank of America ATM
Bank of America is seeking a client advisory role focused on helping clients achieve financial goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend banking and investment products. You will work toward licenses, training, and possibly residential mortgage loan origination with SAFE Act compliance. This is a market-wide opening based on business needs. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor (Mortgage & Investments) — SAFE Act in Louisiana, MO vacancy
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through... ...advice and customized solutions to clients to help them... ...review financial and investment goals and recommend products... ...of residential mortgage loans, and as such, is subject to SAFE Act registration requirements...MortgageHourly payTemporary workWork at officeFlexible hoursShift workDay shift- ...Job Description The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information...Suggested
Prudential Financial
Louisiana, MO10 days ago - Prudential Financial is seeking a candidate to deliver personalized investment solutions and develop financial plans for clients in Louisiana. The role involves cross-checking work for accuracy and collaborating with investment professionals to strengthen client relationships...Suggested
- ...hard work, honors diversity and invests in our employees as we focus... ...within the organization. Acting as the business leader for the... ...internal stakeholders with a solutions‑oriented approach Identify and... ...one‑on‑one health coaching, mortgage services and more Valmont does...MortgageTemporary workFor contractorsWork at officeRemote workNight shift
Valmont Industries
Louisiana, MO2 days ago - A leading insurance firm in Baton Rouge seeks a Financial Representative to work with clients, understanding their financial needs and providing impactful solutions. Ideal candidates are customer-focused, motivated, and effective communicators. This full-time role includes...SuggestedFull time
- ...level and first time move-up markets. The Company also provides mortgage financing and title services for homebuyers through its... ...customer goals and challenges then establishes DR Horton as the best solution available Overcome objections and closes for the sale Maintains...MortgageNight shift
- ...Area, LA Job Id: 424 # of Openings: 2 Financial Advocate- Floater (Southshore) SCOPE:... ...debt consolidation loans, and referring mortgage and commercial loans to appropriate departments... ...credit reports to offer the best solutions to members. Efficiently processing loan...MortgagePermanent employmentContract workLocal area
- A fraternal financial services organization is looking for financial representatives to help individuals achieve their financial goals. You will create tailored financial plans and provide guidance on financial products. This entry-level full-time role comes with extensive...Full time
$25 - $35 per hour
...application. Apply HERE Only FAR Inspections is actively seeking a reliable independent contractor to perform residential mortgage inspections in Winn County, Louisiana and surrounding communities. If you live in or near Winnfield or anywhere in Winn County, this...MortgageHourly payPrice workExtra incomeFull timeFor contractorsLive inFlexible hoursFar Inspections
Louisiana, MO1 day ago- ...Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. As a Financial Representative,... ...their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance...Full time
$25 - $35 per hour
...application. Apply HERE Only FAR Inspections is actively seeking a reliable independent contractor to perform residential mortgage inspections in Concordia County, Louisiana and surrounding communities. If you live in or near Vidalia or anywhere in Concordia County...MortgageHourly payPrice workExtra incomeFull timeFor contractorsLive inFlexible hoursFar Inspections
Louisiana, MO4 days ago- Hancock Whitney Corp. is hiring a Mortgage Direct Loan Originator to originate conventional, VA, and FHA loans using digital platforms. You will build client relationships, analyze applications, and leverage Encompass, Salesforce, and Five9 to streamline the process while...Mortgage
- ...working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-...Full timeFor contractors
$86.4k - $138.6k
## Lead Financial AnalystApplyremote type: Hybridlocations: PA, Working at Home - Pennsylvania: MD, Working at Home - Maryland: WA, Working... ...and as part of a team* Ability to think strategically and act proactively to create strong trust and confidence with business...Work at officeWork from homeHighmark Health
Louisiana, MO4 days ago- ...screen.• Promotes and cross-sells other establishment products and services such as internet banking, cashier’s checks, trust and investment services.• Open new accounts.• Load new accounts and account maintenance in Computer System.• Remove deposits from, and counts...Full timeTemporary workPart timeShift workNight shift
Hnb National Bank
Louisiana, MO21 hours ago - Great Hearts Academies is seeking a Regional Financial Analyst II to support financial decision-making across campuses in Louisiana. The role includes updating financial models, forecasting, and budgeting for short- and long-range plans. This grant-funded position runs...Remote jobWork from homeHome office
$57k - $67.5k
...We have been recognized nationally by (1) Newsweek’s America’s Best Bank’s list , (2) we’ve received a 5-star rating from Bauer financial , and (3) we’ve also ranked #12 in S&P Global’ s Top Performing Credit Union’s in 2022 for the second year in a row! Our...Hourly payTemporary workRemote workLafayette Federal Credit Union
Louisiana, MO1 day ago- HNB National Bank in Bowling Green, Missouri seeks a dedicated Loan Processor to review loan applications, verify data, and ensure compliance. The role will manage documentation, coordinate title and appraisal orders, and process loan payments, with occasional teller duties...Full time
- If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Loan Processor 3 days ago Requisition ID: 1276 Loan Processor job duties are listed below. Other duties, including...Full timeTemporary work
- Automatic Data Processing, Inc. is seeking a Loan Processor to review loan files, prepare documents, and coordinate closings. The role includes handling adverse action notices and assisting with loan payments and maintenance. Strong attention to detail and basic computer...Full time
- ...Relations Analyst to nurture relationships with investors and stakeholders. The role involves delivering timely information, performing financial analyses, and supporting investor communications strategies. You will collaborate with the IR team to prepare presentations and...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor (Mortgage & Investments) — SAFE Act. Be the first to apply!
Related searches
- financial sales Louisiana, MO
- senior financial analyst fp&a Louisiana, MO
- financial institutions Louisiana, MO
- financial aid Louisiana, MO
- finance financial Louisiana, MO
- financial Louisiana, MO
- financial banking Louisiana, MO
- investment accountant Louisiana, MO
- financial planning consultant
- healthcare financial consultant