Financial Solutions Advisor - SAFE Act Registered
Bank of America
Bank of America is seeking a Financial Center Advisor in the New York area to help clients reach financial goals using brokerage and banking solutions. The role involves triaging requests, referring to partners, and reviewing client plans with licensed support as needed. You will engage in growing client relationships, managing portfolios, and advising on investment and banking products to meet individual needs in a fast-paced environment. #J-18808-Ljbffr Bank of America
- ...Hicksville, NY for a role focused on providing comprehensive financial advice and customized solutions to clients. Responsibilities include triaging leads,... ...position emphasizes licenses, ongoing training, and SAFE Act registration requirements. A strong emphasis on...Suggested
$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...SuggestedHourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay 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...SuggestedTemporary workWork at officeMonday to FridayFlexible 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...SuggestedHourly payTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Providing comprehensive advice and customized solutions to clients Triage client leads and make... ...partners Meeting clients to review financial and investment goals Applying and... ...residential mortgage loans and compliance with SAFE Act registration requirements Requirements...Suggested
$65k - $80k
...provides comprehensive advice and customized solutions to clients to help them achieve financial goals. Key responsibilities include... ...loan mortgage originations must register with the federal registry system under the SAFE Act and maintain registration. Failure to obtain...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...Work at officeMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...loans, and as such, is subject to SAFE Act registration requirements.... ...mortgage loan originations must register with the federal registry system...Hourly payTemporary workMonday 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
- Bank of America in New York is seeking a financial advisor who provides comprehensive advice and customized solutions to clients to help them achieve their financial goals... .... The role requires licensing, training, and SAFE Act compliance for residential mortgage loan...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...Trust Services · Retirement Solutions · Business Needs Analysis... ...Federal Insurance Contributions Act (FICA) tax purposes.... ...Investment Brokerage Services), a registered investment adviser, broker-...Full timeContract workFor contractorsWork at office- Citibank Plainview is seeking an entry-level Personal Banker SAFE Act in Plainview, NY. The role supports sales and service activities and helps build relationships with customers to drive loyalty and product adoption. The position requires 0-2 years of relevant experience...
- Citi Glen Cove is seeking an entry-level Personal Banker SAFE Act at the Glen Cove branch to assist in sales and service activities, building customer loyalty, and driving relationship growth with consumer clients. You will handle transactions, learn Smart Banking tools...
$61.28k - $85.52k
...The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service... ...to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and...Full time$72.28k - $108.16k
...Financial Advisor Work location: Bethpage, New York, United States of... ...selling investment management solutions. A FA will need to leverage... ...Laws. May (or may not) be a registered position under FINRA. Must... ...Walking Occasional Moving safely in confined spaces...Work at office- Bank of America in Hewlett and Hicksville seeks a financial professional to provide comprehensive client advice and customized solutions. You will triage leads, refer to partners, review goals, and build financial plans with brokerage products while pursuing required licenses...Monday to Friday
$100k
...Our mission is to provide financial security and peace of mind... ...insurance, annuity, and investment solutions. We act with integrity and humanity... ...Eagle Strategies LLC, a Registered Investment Adviser.... ...new clients as their trusted advisor Use a CRM to organize each...Full timePart timeWork at officeLocal areaImmediate start- Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions... ...services through Eagle Strategies LLC, a Registered Investment Adviser. Registered...Full timePart timeImmediate start
$80k - $90k
...Merrill Advisor Development Program - Financial Advisor Merrill Wealth Management is a... ...executing highly customized solutions to meet client needs... ...This position is subject to SAFE Act registration requirements... ...mortgage originations must register with the federal registry...Interim roleWork at officeLocal areaImmediate startShift workDay shift$45k - $100k
...volume of applicants. Join a financial services firm where your... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...providing: Paid training - Get registered and licensed and learn how... ...investment and financial solutions to your clients? Taking...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Bank of America in New York is seeking a client-focused financial advisor to deliver tailored financial plans, brokerage recommendations, and referrals to partners. The role emphasizes risk-aware decision-making and regulatory diligence, with strong emphasis on customer...Monday to Friday
- Bank of America in Town of Huntington is seeking professionals to provide comprehensive financial advice and customized solutions to clients. Responsibilities include building financial plans, triaging client leads, and providing coaching based on individual client needs...
- ...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
- ...Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions... ...services through Eagle Strategies LLC, a Registered Investment Adviser. Registered...Full timePart timeImmediate start
$116k - $229.1k
Position Summary The Emerging ERP Solutions practice is all about bringing you the... ...cloud-based ERP applications like Workday Financials and Infor. We're here to help transform... ..., and the California Fair Chance Act. See notices of various fair chance hiring...Local area$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...Services Trust Services Retirement Solutions Business Needs Analysis Northwestern... ...employee for Federal Insurance Contributions Act (FICA) tax purposes. Pay Range...For contractorsWork at office- Teachers Federal Credit Union, located in East Meadow, NY, is seeking a Financial Services Representative II to build and deepen member relationships. In this role, you will provide tailored financial solutions, process transactions, and educate members on efficient banking...Hourly pay
- Teachers Federal Credit Union is seeking a Premier Financial Representative to engage mass affluent members and grow a robust book of... ...financial reviews, and log outcomes in our CRM to drive member solutions and revenue. Ideal candidates bring experience in financial services...Work at officeLocal area
- Bank of America in Syosset, NY seeks a role focused on providing comprehensive financial advice to clients, building plans with brokerage products, and coordinating with partners to meet client goals. The role requires Series 7 and 66 licenses, at least one year in investments...Monday to Friday
$150k - $200k
...Senior Financial Advisor CAPTRUST, a leading national independent RIA, is seeking an experienced... ..., and thoughtful guidance Act as the "quarterback" across all aspects... ...medical condition, marital status and registered domestic partner status, citizenship status...Temporary workFlexible hours
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