Safe Act Registration Jobs

This Financial Solutions Advisor role supports clients in the Annapolis and Salisbury, Maryland areas by developing customized financial plans and recommending investment strategies. The position involves triaging client leads, referring customers to specialized partners based on their needs, and engaging new prospects to build a robust pipeline. Candidates will work within an in-office environment to foster strong client relationships while managing risk and completing required industry licenses. The role appeals to self-disciplined individuals seeking career growth within a collaborative culture that prioritizes responsible growth and community impact.

This entry-level Financial Solutions Advisor role at Bank of America focuses on developing future financial leaders through a structured training program. The position involves obtaining industry licenses such as the SIE, Series 7, and Series 66, followed by learning to manage client relationships and provide comprehensive banking and investment solutions. Key responsibilities include conducting client needs assessments, recommending financial strategies, and collaborating with core banking partners to deliver personalized advice. The role is appealing due to its world-class onboarding, dedicated coaching, and clear career progression path into advanced advisory positions. The work arrangement is primarily in-office at a financial center with a hybrid phone-based training phase, requiring a Monday through Friday schedule with rotating Saturdays.

This entry-level Financial Solutions Advisor role in the Scottsdale area serves as a registration candidate program designed to launch careers in financial advisory. The position involves obtaining essential industry licenses, including the SIE, Series 7, and Series 66, through dedicated training and coaching. Key responsibilities include building client relationships, analyzing complex financial needs, and providing comprehensive advice on banking and investment solutions. The role appeals to candidates seeking a structured career path with world-class onboarding, opportunities for rapid advancement to Stage II, and the ability to impact clients' financial lives. The work arrangement is primarily in-office at a financial center with a hybrid phone-based training phase, operating on a Monday through Saturday schedule.

This entry-level Financial Solutions Advisor role in the OC West Market focuses on developing professionals to guide clients through complex financial needs. The position begins with a structured training program where candidates earn essential industry licenses, including the SIE, Series 7, and Series 66. Key responsibilities involve building client relationships, identifying financial goals, and recommending comprehensive banking and investment solutions. The role appeals to individuals seeking a clear career path with dedicated coaching, world-class training, and opportunities to advance within the organization. The work arrangement is primarily in-office at a financial center, with some initial phone-based training, operating on a standard full-time schedule including rotating Saturdays.

This entry-level Financial Solutions Advisor role in the North Orange County area serves as a registration candidate position within Bank of America's financial center network. The role focuses on obtaining essential industry licenses, including the SIE, Series 7, and Series 66, while learning to build client relationships and provide comprehensive banking and investment solutions. Key responsibilities include conducting client needs assessments, collaborating with core banking partners, and delivering personalized financial advice to diverse customer groups. The position is appealing due to its structured training program, dedicated coaching from Academy managers, and a clear career progression path from Stage I to Stage II and beyond. The work arrangement requires an in-office presence at a financial center with a schedule including weekdays and rotating Saturdays, fostering a collaborative environment focused on responsible growth and community impact.

This entry-level Financial Solutions Advisor role at Bank of America focuses on developing a career in financial advisory within the Park Slope area. The position begins with a structured training program where candidates earn essential industry licenses, including the SIE, Series 7, and Series 66. Key responsibilities involve building client relationships, analyzing complex financial needs, and providing comprehensive banking and investment solutions to diverse customers. The role appeals to individuals seeking a clear path for professional growth, offering dedicated coaching, world-class onboarding, and opportunities to advance into senior advisory positions. The work arrangement is primarily in-office at a financial center with a standard full-time schedule that includes rotating Saturdays.

This entry-level Financial Solutions Advisor role in Middlesex focuses on developing future banking leaders through a structured training program. The position involves obtaining essential securities licenses, learning to build client relationships, and providing comprehensive financial advice to diverse customers. Key responsibilities include mastering investment solutions, collaborating with banking partners, and managing client portfolios within a financial center environment. The role is appealing due to its world-class onboarding, dedicated coaching, and clear career progression path into advanced advisory positions. While the position requires in-office attendance with rotating Saturday shifts, it offers a supportive culture focused on professional growth and the opportunity to serve a broad client base.

The Financial Solutions Advisor role at Bank of America supports clients in the Pioneer Valley Market by delivering comprehensive financial advice and customized investment strategies. Key responsibilities include building detailed financial plans using brokerage products, triaging client leads to connect them with appropriate internal partners, and identifying new business opportunities through referrals. The position requires maintaining Series 7 and 66 licenses and adhering to SAFE Act registration standards. This opportunity appeals to professionals seeking a career with significant growth potential within an inclusive culture that prioritizes responsible growth and employee wellness. The role operates on a hybrid schedule with specific in-office requirements and includes rotating Saturday shifts to accommodate client needs.

The Financial Solutions Advisor role serves clients in the South Austin and North San Antonio areas to help them achieve their financial goals through customized investment and banking strategies. Key responsibilities include building comprehensive financial plans, recommending brokerage products such as stocks and bonds, triaging client leads, and referring clients to appropriate internal partners based on their needs. The position requires holding Series 7 and 66 licenses and involves managing client relationships while adhering to regulatory standards. This opportunity appeals to professionals seeking a career with growth potential within an inclusive culture that values responsible growth and community impact. The role operates on a hybrid basis with specific in-office attendance requirements and includes rotating Saturday shifts.

The Private Client Advisor role within Bank of America's Private Bank focuses on acquiring new clients and deepening relationships for high-net-worth individuals. Key responsibilities include leading the client management process, identifying business development opportunities, and providing integrated wealth solutions such as asset management and credit facilities. The position requires leveraging the bank's full platform to deliver a branded client experience while ensuring client retention. This opportunity appeals to professionals seeking a career with significant growth potential, a collaborative culture that values diversity, and flexible work arrangements. The role involves a mix of in-person client interactions and internal collaboration, requiring extensive experience in private banking and relevant securities licenses.

The Relationship Banker role at a Chase branch in San Antonio focuses on building lasting client relationships through personalized financial guidance and hospitality. Key responsibilities include proactively managing client accounts, offering tailored banking solutions, and educating customers on digital tools like mobile apps and ATMs. The position requires strong communication skills to deliver attentive service while adhering to regulatory standards. This opportunity appeals to those seeking a dynamic environment within a leading financial institution that values diversity, inclusion, and professional growth. The role is based on-site at the branch and requires availability during extended hours, including weekends and evenings.

The Branch Manager role leads all operations for a Chase branch in Aurora, Colorado, focusing on delivering exceptional client experiences and driving business growth. Key responsibilities include managing branch performance to grow deposits and investments, coaching and developing a high-performing team, and fostering strong relationships with the local community. The position emphasizes building a culture of service, integrity, and continuous learning while ensuring operational compliance. This opportunity appeals to leaders seeking to shape a dynamic work environment within a top-tier financial institution that values diversity and employee development. The role requires on-site presence with flexibility for branch hours and occasional travel for training.

The Mortgage Loan Consultant role within the Residential Lending department at First State Bank focuses on originating and servicing a wide variety of mortgage, real estate, and construction loans. Key responsibilities include meeting with customers to determine optimal loan products, developing new business through networking with realtors and builders, and managing the complete loan origination process while ensuring strict regulatory compliance. The position is appealing for its commission-based structure that rewards performance, opportunities for professional growth in a dynamic lending environment, and the chance to build strategic community partnerships. The work arrangement involves a hybrid schedule split between a retail branch office and a mortgage loan call center, with occasional travel between locations using a personal vehicle.

The Mortgage Loan Consultant role within the Residential Lending department focuses on originating and servicing a diverse range of mortgage, real estate, and construction loans. Key responsibilities include meeting with clients to determine optimal loan products, developing new business through networking with realtors and builders, and managing the complete loan origination process while ensuring strict regulatory compliance. This position is appealing for its commission-based structure that rewards performance, offering opportunities for professional growth in a collaborative banking environment. The role requires a valid Michigan mortgage license and involves a hybrid work arrangement split between a retail branch office and occasional travel to other locations or community events.

This senior role within the Chase Home Lending team in Fort Myers serves as the primary point of contact for clients throughout the mortgage process. The position focuses on guiding customers toward home ownership while driving sales results and ensuring strict adherence to regulatory guidelines. Key responsibilities include mentoring branch staff, collaborating with bankers to introduce new clients to additional services, and leveraging various marketing channels to generate loan originations. The role appeals to candidates seeking a high-energy environment where they can act as a trusted financial expert and build lasting client relationships. The position is based at the Del Prado and Coral Point branches and requires a blend of sales expertise, deep knowledge of local real estate markets, and strong communication skills.

This Vice President role within JPMorgan Chase's Consumer and Community Banking division focuses on managing high-net-worth client relationships in the Los Angeles area. The position involves developing new and maintaining existing banking, lending, and investment connections while providing tailored financial advice to meet client goals. Key responsibilities include conducting in-person meetings with prospects, building networks with referral sources, and collaborating with internal partners to deliver holistic financial solutions. The role appeals to entrepreneurial professionals seeking to drive growth within a supportive team environment that prioritizes exceptional client service. Candidates must hold or obtain Series 7 and 66 licenses. The position requires on-site presence in the Los Angeles office.

The Relationship Banker role at a Chase branch in San Jose and Mandarin focuses on building lasting client relationships through personalized financial guidance. Key responsibilities include proactively managing client accounts, delivering attentive service to exceed expectations, and educating customers on digital banking tools like mobile apps and ATMs. The position requires consulting with clients to tailor financial solutions while adhering to regulatory standards. This opportunity appeals to those seeking a dynamic environment within a leading financial services firm that values diversity, inclusion, and professional growth. The role offers a collaborative culture where employees can develop expertise in banking products and contribute to the success of local communities. Work is conducted on-site at the branch during business hours, including weekends and evenings.

The Branch Manager role in Brooklyn East leads all aspects of a Chase banking branch, focusing on delivering exceptional client experiences and fostering a welcoming culture. Key responsibilities include driving deposit and investment growth, coaching and developing a high-performing team, and building relationships with local businesses. The position emphasizes operational integrity, risk management, and the adoption of financial technology. This opportunity appeals to leaders seeking to shape a dynamic branch environment with a strong emphasis on diversity, inclusion, and employee development. The role requires on-site presence in Brooklyn with flexibility for weekend and evening hours, along with occasional travel for training and meetings.

This full-time Private Client Banker role is based in San Antonio, Texas, within the Branch Banking team at a leading financial services firm. The position serves as the primary contact for a select group of affluent clients, managing their complete banking relationships through an advice-based approach to help them achieve their financial goals. Key responsibilities include identifying opportunities to share premium banking value, actively acquiring new clients through referrals, and collaborating with specialized partners like mortgage bankers to address complex financial needs. The role appeals to individuals seeking a career focused on building lasting relationships and making a tangible impact on clients' lives. It offers a collaborative environment that values diversity and inclusion, with a work arrangement requiring availability during branch hours, including weekends and evenings.

The Relationship Banker role at the Havemeyer and Broadway branch in Brooklyn involves representing the Chase brand through attentive service and financial expertise. Key responsibilities include acquiring and managing client relationships, offering tailored banking solutions, and educating customers on digital tools like mobile apps and ATMs. The position requires maintaining regulatory compliance and collaborating with specialized team members to address complex financial needs. This opportunity appeals to those seeking a customer-centric environment that values diversity and inclusion, offering a chance to build lasting connections while working within a leading financial services firm. The role is based on-site at the branch and requires availability during branch hours, including weekends and evenings.

This senior role within Chase Home Lending in Milwaukee serves as a specialized expert and primary contact for clients navigating the mortgage process. The position focuses on coaching branch teams, developing partnerships with retail bankers to drive loan originations, and utilizing consultative skills to guide customers toward homeownership. Key responsibilities include mentoring staff, executing marketing strategies to generate leads, and providing expert financial analysis based on local market conditions. The opportunity is appealing for its potential for career growth within a high-energy team, the chance to make a significant impact on clients' lives, and the support of a collaborative environment dedicated to financial goals.

This entry-level role within the Alternative Investments team at U.S. Bank supports the accounting, administration, and investor servicing of hedge funds and private equity products. The position involves calculating net asset values, recording trade and income activities, reconciling investor transactions, and preparing financial statements in compliance with GAAP. The role offers a collaborative environment where individuals can develop specialized fund accounting skills while working on-site three days per week. Candidates benefit from a comprehensive support system including health coverage, retirement planning, and paid time off, alongside opportunities to learn new skills and grow within a large financial institution.

This Treasury Management Consultant role at U.S. Bank focuses on driving business growth through consultative sales and strategic relationship management. The position involves contacting prospective clients to advise on cash flow practices, managing existing accounts to expand business, and designing sales presentations that recommend tailored treasury solutions. Key responsibilities include identifying opportunities to cross-sell products, assisting in market strategy development, and overseeing the implementation of new services. The role appeals to professionals seeking a career with extensive growth opportunities, a collaborative culture that encourages continuous learning, and a comprehensive benefits package supporting work-life balance and financial security.

The Financial & Regulatory Reporting Associate role supports the Alternative Investments team in providing accounting and investor servicing for hedge funds, private equity funds, and closed-end products. Key responsibilities include calculating net asset values, recording trade and income activities, reconciling investor contributions, and preparing financial statements in compliance with GAAP. The position offers a collaborative environment where individuals can develop their accounting skills while working with diverse investment products. This full-time opportunity requires on-site presence at a U.S. Bank location three or more days per week and is ideal for candidates seeking to grow their career in financial reporting within a supportive organization.

This part-time Operations Processor role within the Cash Vault team at U.S. Bank focuses on processing commercial cash transactions for corporate clients and internal branches. Key responsibilities include filling cash orders, verifying large volume deposits of currency and checks, operating high-speed sorting equipment, and coordinating shipments via armored carriers. The position appeals to candidates seeking a dynamic environment where they can develop clerical and data entry skills while contributing to the bank's mission of supporting community growth. The role requires physical stamina to handle heavy lifting and standing for extended periods, offering a structured schedule with access to comprehensive benefits including health coverage, retirement plans, and paid time off.