• Financial Solutions Advisor Registration…

    Bank of America (Riverdale, MD)
    Financial Solutions Advisor Registration Candidate - Consumer Investments - Kenilworth at Riverdale Financial Center Riverdale, Maryland **Job Description:** At Bank ... about helping clients reach their financial goals, join Bank of America's ** Advisor Development Program** and become an investment specialist in one of over… more
    Bank of America (07/20/24)
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  • Merrill Financial Solutions Advisor - North…

    Bank of America (Alexandria, VA)
    Merrill Financial Solutions Advisor - North Virginia Market Vienna, Virginia;Reston, Virginia; Alexandria, Virginia; Fredericksburg, Virginia; Leesburg, Virginia ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
    Bank of America (07/27/24)
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  • Merrill Financial Solutions Advisor

    Bank of America (Washington, DC)
    Merrill Financial Solutions Advisor - Washington DC Market Washington, District of Columbia;Washington, District of Columbia **Job Description:** **Job ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
    Bank of America (08/06/24)
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  • Merrill Financial Solutions Advisor

    Bank of America (Bethesda, MD)
    Merrill Financial Solutions Advisor - Greater Maryland Market North Bethesda, Maryland;Annapolis, Maryland; Ocean City, Maryland; Easton, Maryland; Bethesda, ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
    Bank of America (08/06/24)
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  • Attorney Advisor

    Office of General Counsel (Washington, DC)
    …and will receive training to help you grow in this position. As an Attorney Advisor , you will: Be responsible for the analysis of the legal issue in question, the ... for this position is defined as: Experience with FHA mortgage insurance programs and providing oral and written legal...for this position is defined as: Experience with FHA mortgage insurance programs and providing oral and written legal… more
    Office of General Counsel (08/08/24)
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  • Private Client Advisor II

    Bank of America (Washington, DC)
    Private Client Advisor II Washington, District of Columbia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
    Bank of America (07/30/24)
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  • Multifamily Underwriter - Advisor (Open…

    Fannie Mae (Washington, DC)
    …on underwriting and reviewing the issuance of securities to customers. The Advisor is responsible for analyzing and underwriting loan applications for multifamily ... with various stakeholders. *THE IMPACT YOU WILL MAKE* The Multifamily Underwriter - Advisor role will offer you the flexibility to make each day your own,… more
    Fannie Mae (06/13/24)
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  • Medical Wealth Advisor II

    Truist (Mclean, VA)
    …Partners with other Truist Wealth product specialists, including investments, trust, mortgage , insurance, etc., using a team approach to deliver solutions to ... facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals...years of credit experience Successful experience as a client advisor with proven results **General Description of Available Benefits… more
    Truist (06/15/24)
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  • Financial Solutions Advisor - Consumer…

    Bank of America (Washington, DC)
    Financial Solutions Advisor - Consumer Investments - Washington, DC Market Washington, District of Columbia;Washington, District of Columbia; Washington, District of ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
    Bank of America (08/10/24)
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  • Environmental, Social and Governance - Portfolio…

    Fannie Mae (Washington, DC)
    …IMPACT YOU WILL MAKE* The Environmental, Social and Governance - Portfolio Management - Advisor role will offer you the flexibility to make each day your own, while ... TEAM* Minimum Required Experiences * 6 years of experience * Demonstrated mortgage business experience developing single family products or managing loss mitigation… more
    Fannie Mae (08/08/24)
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  • Affluent Market Financial Advisor (draw…

    M&T Bank (Washington, DC)
    **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance… more
    M&T Bank (07/24/24)
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  • Enterprise Risk Financial Engineering…

    Fannie Mae (Washington, DC)
    Job Description *THE IMPACT YOU WILL MAKE* The *Enterprise Risk Financial Engineering Advisor (Hybrid)* role will offer you the flexibility to make each day your ... developing risk appetite limits and/or key risk indicators * Experience with mortgage credit analytics, economic capital and/or GSE regulatory capital framework *… more
    Fannie Mae (07/19/24)
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  • Financial Solutions Advisor - Consumer…

    Bank of America (Washington, DC)
    Financial Solutions Advisor - Consumer Investments - Georgetown Financial Center Washington, District of Columbia **Job Description:** At Bank of America, we are ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
    Bank of America (07/16/24)
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  • Legal Wealth Advisor Associate

    Truist (Mclean, VA)
    …+ Partners with other Truist Wealth product specialists, including investments, trust, mortgage , insurance, etc., using a one-team approach to deliver solutions to ... segment definitions by facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals of new business opportunities… more
    Truist (07/16/24)
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  • Virtual Premier Banker II

    Truist (Rockville, MD)
    …integrated delivery of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist network to ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
    Truist (07/23/24)
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  • Wealth Relationship Manager SAFE Act

    Citigroup (Falls Church, VA)
    …appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events ... This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage ...a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a… more
    Citigroup (08/07/24)
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  • Relationship Manager- EGP

    Bank of America (Bethesda, MD)
    …effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. ... SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system...must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support +… more
    Bank of America (08/03/24)
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  • VP & Multifamily CFO

    Fannie Mae (Washington, DC)
    …making and to track performance to operating goals. * Act as a trusted advisor and independent lens to the EVP of Multifamily. Develop a relationship that promotes ... other and their impact on the overall business. * Experience in Multifamily mortgage or similar mortgage analytical-related finance positions. * Expertise in… more
    Fannie Mae (08/09/24)
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  • Tax Manager, Tax Analysis & Debt Investments-TARDI

    Deloitte (Mclean, VA)
    …to research asset level debt origination terms for corporate bond portfolios, mortgage -backed security portfolios, and mortgage loan pools. + Leading client ... + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on average, based on… more
    Deloitte (07/23/24)
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  • Investment Manager Specialist

    Bank of America (Bethesda, MD)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act Registration; ADV-2B Required +… more
    Bank of America (08/07/24)
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