- Citigroup (Greenburgh, NY)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and… more
- Citigroup (New York, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... the center of everything we do. As a Senior Wealth Advisor , you will partner closely with...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and… more
- Citigroup (Jacksonville, FL)
- The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with ... partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and… more
- Truist (Atlanta, GA)
- …**Please review the following job description:** The Sports & Entertainment Group (SEG) Wealth Advisor 1 is responsible for all facets of client relationship ... to clients in all aspects of life. This SEG Wealth Advisor 1 will execute the needs-based...such as Microsoft Office software products * Must be SAFE Mortgage Licensing Act compliant within 30… more
- Truist (Charlotte, NC)
- …in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning ... role model for other Wealth Advisors and Wealth Associates * Continuously act as a...such as Microsoft Office software products * Must be SAFE Mortgage Licensing Act compliant within 30… more
- Truist (Dallas, TX)
- …in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning ... role model for other Wealth Advisors and Wealth Associates + Continuously act as a...such as Microsoft Office software products + Must be SAFE Mortgage Licensing Act compliant within 30… more
- US Bank (Charlotte, NC)
- …specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and ... and committed to our clients and employees. At Private Wealth Management, we are uniquely positioned for growth and...Licensing System (NMLS) registration under the terms of the SAFE Act of 2008 and Regulation Z.… more
- US Bank (Las Vegas, NV)
- …specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and ... and committed to our clients and employees. At Private Wealth Management, we are uniquely positioned for growth and...Licensing System (NMLS) registration under the terms of the SAFE Act of 2008 and Regulation Z.… more
- Fifth Third Bank, NA (Columbus, OH)
- …including: Word, Excel and PowerPoint, CRM or related systems. + This position requires SAFE Act registration at the time of employment through the Nationwide ... instructions as requested by their supervisor, subject to reasonable accommodation. #LI-JS1 Wealth Management Advisor I LOCATION -- Columbus, Ohio 43215 Fifth… more
- Truist (Atlanta, GA)
- …(United States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of ... the issues and trends most important to the legal community . ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary...Series 66, Life, Health, and Variable insurance licenses and SAFE Act registration. Teammates will have 60… more
- Huntington National Bank (Flint, MI)
- Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, ... delivering, and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities: + Builds relationships with...considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the… more
- US Bank (Woodland Hills, CA)
- …This position requires National Mortgage Licensing System (NMLS) registration under the terms of the SAFE Act of 2008 and Regulation Z. You will be subject to ... is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all… more
- Citigroup (Bronxville, NY)
- …Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, ... Citi Global Wealth brings together the full power of Citi...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and… more
- Bank of America (Amarillo, TX)
- …related to the execution of the EGP model. This position is subject to SAFE Act registration requirements. The **Elite Growth Practice (EGP) Wealth ... Wealth Management Specialist - NR Amarillo, Texas **Job...team members as needed. This position is subject to SAFE Act registration requirements. Pursuant to the… more
- Bank of America (Houston, TX)
- …develop, implement, and monitor the teams client service model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act ... make a difference. Join us! **Job Description:** The Private Wealth Relationship Manager supports the Financial Advisor ...and remain in good standing. Since your position requires SAFE Act registration, you will be required… more
- Bank of America (Atlanta, GA)
- …to the execution of the EGP model. This position is subject to SAFE Act registration requirements. The **Elite Growth Practice (EGP) Relationship Manager** ... Wealth Management Specialist - NR Atlanta, Georgia **Job...promote growth and acquisition. This position is subject to SAFE Act registration requirements. Pursuant to the… more
- Bank of America (Houston, TX)
- …for all investment-related questions that come in from clients. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act ... Private Wealth Senior Investment Manager Houston, Texas **Job Description:**...and remain in good standing. Since your position requires SAFE Act registration, you will be required… more
- Bank of America (Tulsa, OK)
- Wealth Management Client Associate Tulsa, Oklahoma **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the… more
- Bank of America (Athens, GA)
- Wealth Planner Athens, Georgia **Job Description:** At Bank of...(s) and Advisor Team(s) they support + SAFE ACT Registration + Individuals in this role ... suite of solutions, platforms, and initiatives across the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act … more
- Truist (Charlotte, NC)
- …**Please review the following job description:** An extension of the Truist Wealth Advisor 's in-market team committed to providing a differentiated servicing ... and problem resolution experience to assigned Truist Wealth clients via virtual delivery, ie telephone, email, chat,...experience (eg banking, investment, financial planning) 3. Must be SAFE (Mortgage Licensing Act ) compliant within 30… more