Financial Solutions Advisor (SAFE Act Registered)
Bank of America
Bank of America in Kentucky is seeking a client-focused financial professional to provide comprehensive advice and customized solutions that help clients meet their financial goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend banking and investment products. This role requires completing licenses and trainings, maintaining regulatory compliance, and building lasting client relationships in a fast-paced environment. #J-18808-Ljbffr Bank of America
- ...Bank Of America Financial AdvisorAt Bank of America, we are guided... ...comprehensive advice and customized solutions to clients to help them... ..., and as such, is subject to SAFE Act registration requirements. Pursuant... ...loan originations must register with the federal registry system...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursDay shift
$70k - $80k
...history for the position: FDIC; Safe Act; Loan Originators; FINRA. At... ...common purpose to help make financial lives better through the... ...comprehensive advice and customized solutions to clients to help them... ...loan mortgage originations must register with the federal registry...SuggestedTemporary workWork at officeMonday 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 journey... ...This position is subject to SAFE Act registration requirements.... ...mortgage originations must register with the federal registry system...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$250k
...Personal Banker SAFE Act The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution... ...to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and...SuggestedFull time- ...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 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... ..., 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 FridayShift workDay 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...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$28.85 - $33.65 per hour
...Bank Of America Financial AdvisorAt Bank of America, we are guided... ...comprehensive advice and customized solutions to clients to help them... ..., and as such, is subject to SAFE Act registration requirements. Pursuant... ...loan originations must register with the federal registry system...Hourly payTemporary workWork at officeFlexible hoursShift work$80k - $90k
...advice and guidance. Merrill's Financial Advisors and Wealth Management... ...executing highly customized solutions to meet client needs Recommending... ...position is subject to SAFE Act registration requirements.... ...mortgage originations must register with the federal registry system...Interim roleWork at officeLocal areaImmediate startShift workDay shift$52.5k - $96.25k
## Financial Advisor - PNC Wealth ManagementApplylocations: Denver -... ...in creating personalized solutions on behalf of you and your... ...Federal Deposit Insurance 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 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- Bank of America in California is seeking a Financial Solutions Advisor Stage I in Fresno. The role begins with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and advancing through a dedicated academy to develop advisory skills for banking, investments...
- Bank of America is seeking a Financial Solutions Advisor Stage I in Fresno, CA. The role focuses on building client relationships, delivering banking and investment guidance, and completing necessary securities licenses (SIE, Series 7, Series 66) as part of a structured...
$63.75k - $106.25k
...business leaders, providing financial analysis, forecasting,... ...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 workWork experience placementWork at office- Bank of America’s Merrill Wealth Management is offering an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I). You begin by studying for the Securities Industry Essentials (SIE), Series 7 and Series 66 exams and learn to build client relationships...Traineeship
$108k - $200k
...actuary who enjoys complex annuity valuation, financial reporting, and solving thorny modeling problems? Join our Retirement Solutions Financial Reporting team and help shape how... ...comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas...Remote jobFull timeTemporary workPart timeCasual workWork at office- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE... ...borrowers with realtors, builders, financial professionals, bank stores, past customers... ...compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations....Work experience placementWork at officeImmediate start
- ...Private Mortgage Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we're a global trailblazer committed to driving... ...with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...confidently achieve their financial goals by delivering personalized solutions that support overall... ...of the Truth in Lending Act, 12 CFR Part 1026.36, and... ...Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102... ...eligible for registration as a registered mortgage loan originator...Work at office
- ...using the latest banking solutions and cutting-edge financial technology combined with friendly... ...Frank/Truth in Lending Act This position is subject... ...) registration under the SAFE Act of 2008. As such, upon... ...will be required to either register on NMLS, or to update your...Immediate startAfternoon shift
$49.5k - $82.5k
...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- ...Relationship Banker - Midwood Financial Center Brooklyn, New... ...connecting clients to solutions that meet the... ...intense focus on results, acting in the best interest... ...premises and to provide a safe work environment. Bank... ...Corp."). MLPF&S is a registered broker-dealer,...Work at officeFlexible hoursShift workWeekend workDay shift
- ## Wealth Advisor - PNC Wealth ManagementApplylocations... ...the development of financial plans for clients.... ...customized customer solutions.* **Managing Risk**... ...Deposit Insurance Act (FDIA) and, for any registered role, the Secure and... ...Act of 2008 (SAFE Act) and/or the Financial...Full timeTemporary workPart timeWork experience placementWork at office
$63k - $105k
...creating customized customer solutions.Managing Risk - Assessing... ...as required by Consumer Financial Protection Bureau regulations... ...Federal Deposit Insurance 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 office$75.9k - $126.5k
...Financial Advisor - Nyack, NY Join Wilmington Advisors @M&T serving the Hudson Valley market.... ...delivering personalized wealth management solutions to affluent individuals, families, and... ...and is not a separate legal entity. Registered representatives of LPL using the...Work experience placementLocal area$50k
...Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...information seeking the right solutions for clients Comfortable in... ...the California Fair Chance Act. Edward Jones is prohibited from...Work at officeWork from homeHome officeFlexible hours$123.2k - $200k
## Wealth Advisor Regional Sales Manager - PNC Wealth... ...customized customer solutions.* **Managing Risk**... ...program with financial incentives.In addition... ...Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and... ...Act of 2008 (SAFE Act) and/or the Financial...Full timeTemporary workPart timeWork experience placementWork at office- ...relationships by providing personalized banking solutions, opening and servicing accounts, and supporting customers’ financial goals. Responsibilities include delivering high-quality service, assisting with teller and safe deposit operations, and meeting sales targets...Full time
- ...relationships by meeting customers face to face and offering tailored financial guidance. You will assess banking needs, explain deposit and... ...customer and account information, while promoting suitable solutions. Role includes originating and closing consumer loans, opening...
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and move into client-focused advisory work within a financial center in San Francisco. You will learn to build and manage client relationships,...Work at office
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