- BECU (Covington, WA)
- …Benefits can be found here . **IMPACT YOU'LL MAKE:** As a Mortgage Advisor - Primary Market at BECU, you'll play a critical role in helping members ... while driving business growth. You'll build lasting relationships, guide members through complex mortgage processes, and serve as a trusted advisor for both… more
- MetLife (Overland Park, KS)
- …a week. The assistant counsel or counsel will serve as a primary advisor on MIM's real estate mortgage lending matters involving agricultural investments and ... Management ("MIM") Agricultural Investments unit on all aspects of real estate mortgage lending and agricultural investments from origination through the life of the… more
- Bank of America (Brooklyn, NY)
- …Description:** This job is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working full time ... Credit Solutions Advisor - 76 Court BROOKLYN, New York **Job...within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by… more
- M&T Bank (Prince Frederick, MD)
- **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 (Parsippany, NJ)
- …with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance ... client's best interest in mind. Mentors less experienced Advisors. ** Primary Responsibilities:** + Based on individualized needs analysis, prepare recommendations… more
- JPMorgan Chase (Chapel Hill, NC)
- **Summary** As a Community Home Lending Advisor , you will have the opportunity to use your passion for homeownership and your knowledge to build deep relationships ... outside the branch, and within the community. You will serve as the primary point of contact throughout the originations process, focusing on the relationship, not… more
- Truist (Mclean, VA)
- …(United States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth ... the community * Expected to be the expert level " market moving" advisor with ability to handle...support client service and business development efforts (eg credit, mortgage , planning, investment, trust and fiduciary services, and insurance… more
- Truist (Boston, MA)
- …(United States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth ... the community + Expected to be the expert level " market moving" advisor with ability to handle...support client service and business development efforts (eg credit, mortgage , planning, investment, trust and fiduciary services, and insurance… 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 the ability ... which may include digital platforms, centralized team-based advice, or in- market , dedicated advice. **Responsibilities:** + Identify, build, and deepen relationships… more
- Regions Bank (Orlando, FL)
- …designed to prepare the Associate for the complexity of the traditional Wealth Advisor role. ** Primary Responsibilities** + Under the guidance of senior Wealth ... careers section of the system. **Job Description:** At Regions, the Associate Wealth Advisor , through the mentorship of a senior advisor , will build foundational… more
- Regions Bank (Orlando, FL)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory… more
- Fifth Third Bank, NA (Commercial, NJ)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging ... and external service providers to optimize effectiveness and efficiency. + As primary contact, resolves problems in a timely and effective manner. + Provides… more
- M&T Bank (Radnor, PA)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance… more
- Truist (Ormond Beach, FL)
- …States of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... within the defined mass affluent market segment within the Truist footprint. Utilize objective and...of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Acquire new clients… more
- Truist (Jacksonville, FL)
- …States of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... within the defined mass affluent market segment within the Truist footprint. Utilize objective and...of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist… more
- BMO Financial Group (Scottsdale, AZ)
- …consultative sales process to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works with ... clients across multiple branch locations. + Act as the primary client contact to uncover financial needs and provide...solutions. + Partner one on one with a Financial Advisor to guide clients through the financial planning process.… more
- BMO Financial Group (Concord, CA)
- …consultative sales process to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works with ... clients across multiple branch locations. + Act as the primary client contact to uncover financial needs and provide...solutions. + Partner one on one with a Financial Advisor to guide clients through the financial planning process.… more
- Regions Bank (Atlanta, GA)
- …new business development, expense management while ensuring sound risk practices. ** Primary Responsibilities** + Demonstrates expertise of the overall Private Wealth ... meet financial budgets, while concurrently enhancing PWM brand awareness in their local market + Ensures the execution of Perpetual Discovery, Pre and Post call… more
- City National Bank (Los Angeles, CA)
- …Sitting within the 1LOD Controls Team, this individual will act as a trusted advisor to Mortgage and Controls Team leadership through monitoring of business ... *BUSINESS CONTROLS LEAD* WHAT IS THE OPPORTUNITY? The primary responsibility for this role is identifying, assessing,...reporting on all key non-financial risks related to CNB's Mortgage business, which is part of the Consumer Banking… more
- Deloitte (New York, NY)
- …include: + Calculating and/or reviewing taxable income on debt investments including OID, market discount, premium, gain / loss, tax basis, and other items using ... asset level debt origination terms for corporate bond portfolios, mortgage -backed security portfolios, and mortgage loan pools....active accreditations obtained: + Licensed CPA in State of Practice/ Primary Office if eligible to sit for the CPA… more