Associate Loan Originator, NE San Diego Hilltop Holdings IncAssociate Loan Originator, NE San DiegoSan Diego, CAUnder the direction of the Lead/Primary Loan Originator, performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers and markets and promotes PrimeLending products and services to the team''s client base of realtors, builders, bank officers and potential and past clients. Establishes and maintains relationships with realtors, bank officers, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required if partnering with lead/primary loan originator.
Loan Originator Success Manager C2 FinancialLoan Originator Success ManagerSan Diego, CAFull timeC2 Financial is one of the nation's top-ranked mortgage brokerages, with a 30-year track record of giving independent loan officers the tools, technology, and support they need to win. Process Improvement & Communication Identify recurring questions, pain points, and themes from originator interactions and translate them into process improvements, training content, or system changes.
Real Estate Associate Loan Originator, NE (San Diego) Hilltop Holdings IncReal Estate Associate Loan Originator, NE (San Diego)San Diego, CAUnder the direction of the Lead/Primary Loan Originator, performs part-time office or non-manual work directly related to the management or general business operations of PrimeLending and its customers and markets and promotes PrimeLending products and services to the teams client base of realtors, builders, bank officers and potential and past clients. Establishes and maintains relationships with realtors, bank officers, builders, and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required if partnering with lead/primary loan originator.
Loan Officer Associate Lennar HomesLoan Officer AssociateSan Diego, CA$19.36–$21 / hourFull timeLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. The Loan Officer Associate will complete various on-line and classroom educational sessions while receiving operational and hands-on training by assisting the Loan Officer and Division Managers.
Mortgage Loan Originator Axos BankMortgage Loan OriginatorSan Diego, CaliforniaBorn digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. Manage leads actively and meet minimum conversion (lead to fund) requirements and build a network of real estate agent partners.
Consumer Direct Loan Originator Wintrust Financial CorporationConsumer Direct Loan OriginatorSan Diego, CAFull timeWith primary lending centers in Salt Lake City, UT and San Diego, CA, and loan officer licensed nationwide in almost every state, Veterans First is a VA and FHA mortgage lender that has over 350 hard-working team members that strive to make every aspect of the loan process as easy as possible. Training and Licensing provided: Veterans First Mortgage ensures success from the start by thoroughly training and licensing all of our Loan Officers to include comprehensive NMLS licensing training and complete onboarding/ in-house training.
Loan Originator Ultimate Staffing ServicesLoan OriginatorSan Diego, California$36–$42 / hourOur client is seeking a temporary to hire driven and entrepreneurial Business Development Associate to join their growing private real estate lending firm in San Diego. This is a fully onsite role focused on originating bridge loan opportunities and expanding strategic relationships across the real estate and finance community.
Mortgage Loan Originator U.S. BancorpMortgage Loan OriginatorCoronado, CAIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations.
Reverse Mortgage Originator Development Program Mutual of Omaha MortgageReverse Mortgage Originator Development ProgramSan Diego, CAFull timeState/local minimum wage base hourly non-recoverable draw plus commission for the first 12 months while we help you grow your business. You can expect the following: Our leading-edge compensation package sees our Loan Officers on average, earning $150,000 annually with the potential for more.
Sales Training Program – Reverse Loan Officer Mutual of Omaha MortgageSales Training Program – Reverse Loan OfficerSan Diego, CAFull timeWe offer an hourly non-recoverable draw (at state/local minimum wage) plus commission for the first 12 months while we help you grow your business. You can expect the following: Our leading-edge compensation package sees our Loan Officers on average, earning $150,000 annually with the potential for more.
Loan Officer Cornerstone Capital BankLoan OfficerSan Diego, CaliforniaProven track record of successful loan origination supported by an established referral network of realtors, builders, and industry professionals. We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.
Senior Loan Processor CrossCountry Mortgage LLCSenior Loan ProcessorSan Diego, CA$28.84–$36.06 / hourPosition Overview: The Senior Loan Processor is responsible for providing customer service by obtaining necessary documentation to underwrite the loan and ordering third party documentation by communicating directly with the customer and/or loan officer. Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred.
NewLoan Origination Success Lead Onboarding & CX C2 FinancialLoan Origination Success Lead Onboarding & CXSan Diego, CA$75,000–$100,000 / yearThe successful candidate will be responsible for leading a Client Relations Team and managing the onboarding of new loan originators. C2 Financial, a leading mortgage brokerage, is seeking a Loan Originator Success Manager in San Diego, CA.
Loan Officer Associate Lennar CorpLoan Officer AssociateSan Diego, CA$19.36–$21 / hourLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. General Overview of Compensation & Benefits: We reasonably expect the base compensation offered for this position to range from an hourly rate of $19.36 - $21, subject to adjustment based on business-related factors such as employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations.
Loan Officer - San Diego Griffin FundingLoan Officer - San DiegoSan Diego, CaliforniaWe are a national direct lender specializing in Non-QM (DSCR, Bank Statement, 5–10 Unit), VA, and HELOAN products, with access to Conventional, Jumbo, FHA, USDA, 2nds, and more. Best Places to Work recognition reflect a culture built on accountability, collaboration, and genuine care for clients and teammates alike.
Reverse Mortgage Inside Sales Loan Officer Mutual of Omaha MortgageReverse Mortgage Inside Sales Loan OfficerSan Diego, CAFull timeAt Mutual of Omaha Reverse Mortgage, Loan Officers are trained to listen and build rapport, in addition to understanding and analyzing the full financial situations of our customers. The Home Equity Conversion Mortgage (HECM) was designed to utilize the equity in the home as a means to assist a peaceful and secure transition to one’s retirement years.
** Junior Loan Officer Wanted ** San Diego Elite Team** Junior Loan Officer Wanted **Chula Vista, CaliforniaWe provide a well-defined career path supported by advanced systems, comprehensive tools, thorough training, and consistent accountability to ensure your success. We do this through superior technology that maximizes the reach of our efforts, teamwork & supportive collaboration, deliberately-formed positive habits, and a culture of exceptional performance.
San Diego Regional Loan Officer Caliver Beach MortgageSan Diego Regional Loan OfficerSan Diego, CaliforniaProven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Analytical mindset with the ability to assess complex financial information.
Mortgage Supervising Loan Officer The PNC Financial Services Group IncMortgage Supervising Loan OfficerSan Diego, CAIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Experienced Mortgage Loan Officer Satori MortgageExperienced Mortgage Loan OfficerSan Diego, ALI’m deep in the trenches: running pipelines, snagging leads, building relationships, and coaching. I’m Niko Kramer, and I’ll be your wingman in building a team that’s UNSTOPPABLE!
Mortgage Loan Officer The PNC Financial Services Group IncMortgage Loan OfficerSan Diego, CAPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Mortgage Loan Officer Elite Live Transfer Division Satori MortgageMortgage Loan Officer Elite Live Transfer DivisionSan Diego, ALRemoteBuild Realtor Relationships – Every purchase deal is an opportunity to connect with realtors on the transaction, turning one closed loan into a potential ongoing partnership. You’ll be joining a team that doesn’t just sit back; we’re right there with you, providing leads and the support you need to take each call across the finish line.
Mortgage Loan Officer | National Lender CA LeadlingMortgage Loan Officer | National Lender CASan Diego, CARemote$75,000–$200,000Leadling is actively searching for seeking experienced Mortgage Loan Officers ready to increase earnings, scale nationally, and gain full control of their business with a National Mortgage Lender. Most Loan Officers never see the true value of the loans they close.
Mortgage Loan Officer Satori MortgageMortgage Loan OfficerSan Diego, CARemoteWe're on the hunt for charismatic, outgoing hustlers with massive spheres of influence who are natural-born relationship builders and lead-generating machines. With over 20 years in the game, Satori Mortgage has funded tens of thousands of loans and created a legion of happy homeowners.
Commercial Loan Officer MRINetwork JobsCommercial Loan OfficerSan Diego, CaliforniaActively seeking an experienced commercial lender to join a team of successful professionals who will collectively develop creative financing solutions to resolve complex and often unique issues for local businesses with revenues $5-150MM. Provide secured financing solutions in support of working capital growth, acquisitions and debt restructuring for your new and existing clients with the goal of generating income and enhancing the Bank's overall profitability.
Mortgage Loan Officer I/II Navy Federal Credit UnionMortgage Loan Officer I/IISan Diego, CATo determine applicants'' qualifications; providing detailed information about Navy Federal''s mortgage and equity loan products; clarify complexities of the mortgage/equity loan process; and evaluate, personalize, and recommend financing alternatives. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal''s Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013.
Mortgage Retail Sales Consultant Wells Fargo & CoMortgage Retail Sales ConsultantEl Cajon, CAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Community Mortgage Bank Sales Consultant Wells Fargo & CoCommunity Mortgage Bank Sales ConsultantChula Vista, CAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs.
Private Mortgage Banker Wells Fargo BankPrivate Mortgage BankerSan Diego, CaliforniaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Senior Home Lending Advisor - Encinitas, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Encinitas, CASan Diego, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor, San Diego, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, San Diego, CASan Diego, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor, Rancho Bernardo, San Diego, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, Rancho Bernardo, San Diego, CASan Diego, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor, El Cajon, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, El Cajon, CAEl Cajon, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Business Banking Relationship Manager South San Diego CA, Assistant Vice President Citigroup IncBusiness Banking Relationship Manager South San Diego CA, Assistant Vice PresidentEl Cajon, CA$94,000–$141,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. The Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an assigned Area, growing and retaining a book of business, and ensuring a world-class customer experience for all current and prospective clients.
Senior Lead Special Needs Trust Advisor Wells Fargo & CoSenior Lead Special Needs Trust AdvisorSan Diego, CA$191,000–$305,000 / yearIn this role, you will: Work with trust partners, attorneys, caseworkers, and other professionals to ensure that Special Needs Trusts are administered in conformity with trust provisions, bank policies, Social Security regulations, Medicaid regulations, and other legal requirements Advise leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex financial planning needs Lead the strategy and resolution of highly complex planning needs in collaboration with clients and partners Deliver solutions that require vision, creativity, innovation, advanced analytical and inductive thinking Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions that are large scale cross functional or companywide strategies Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal or external customers, Accountants and Attorneys Work a book of fiduciary relationships for highly complex high net worth and ultra-high net worth clients, including beneficiary distributions, account oversight and maintenance, and coordination with Portfolio Managers on investment allocation and implementation managing client relationships in accordance with sound fiduciary principles and the policies and procedures established by the firm Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts; lead team to achieve business objectives and drive execution Mentor and guide team members to maximize talent and potential; act as an escalation regarding client-related matters, including the resolution of client complaints and the approval of discretionary distributions This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. Required Qualifications: 7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: CTFA, JD, L.L.M or CFP designation Extensive experience in administering complex special needs trust accounts as an attorney or trust officer; expert knowledge of complex estate planning techniques and fiduciary laws; in-depth knowledge of fiduciary income tax Demonstrated experience in growing fiduciary business and supporting financial advisors and private bankers to serve their clientele Job Expectations: Ability to travel up to 50% to join client and Financial Advisor meetings Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
NewBusiness Banker (LO) El Cajon, CA Wells Fargo BankBusiness Banker (LO) El Cajon, CAEl Cajon, CaliforniaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
NewBusiness Banker (LO) San Diego, CA Wells Fargo BankBusiness Banker (LO) San Diego, CASan Diego, CaliforniaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
NewBusiness Banker (LO) San Diego (Mira Mesa), CA Wells Fargo & CoBusiness Banker (LO) San Diego (Mira Mesa), CASan Diego, CA$30.77–$45.67 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
NewBusiness Banker (LO) Chula Vista, CA Wells Fargo & CoBusiness Banker (LO) Chula Vista, CAChula Vista, CA$30.77–$45.67 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
National Account Executive All PositionsNational Account ExecutiveSan Diego, CaliforniaRemoteThis role focuses on expanding market presence through proactive business development, strategic account management, and deep expertise in Plaza Home Mortgage products and underwriting guidelines. The National Account Executive serves as a trusted partner to broker clients, delivering consistent communication, training, and support while ensuring full compliance with all regulatory and company requirements.
JPMorgan Private Client Relationship Manager - Del Mar, CA JPMorgan Chase Bank, N.A.JPMorgan Private Client Relationship Manager - Del Mar, CADel Mar, CAFull timeBuild a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
Credit Solutions Advisor - 2nd and Peach Bank of AmericaCredit Solutions Advisor - 2nd and PeachEl Cajon, CaliforniaMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
Wealth Relationship Manager SAFE Act - SOLANA BEACH Citigroup IncWealth Relationship Manager SAFE Act - SOLANA BEACHSolana Beach, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Mortgage Lender-California California Bank & TrustMortgage Lender-CaliforniaLa Jolla, CAAs a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. Responsible for assisting customers with information about loan types and interest rate options, locking interest rates as requested by the customer, preparing and sending initial disclosures to customers and submitting information to automated underwriting software.
NewFinancial Solutions Advisor - Central San Diego Area Bank of America CorpFinancial Solutions Advisor - Central San Diego AreaSan Diego, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor Registration Candidate - Southern San Diego Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Southern San Diego MarketLemon Grove, CAOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I you will typically progress into the next role Financial Solutions Advisor Stage II where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Acknowledge Job DescriptionThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position FDIC Safe Act Loan Originators FINRA.At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection.
Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market Bank of America CorpMerrill Advisor Development Program- Financial Advisor: San Diego & Associates MarketSan Diego, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
NewFinancial Solutions Advisor - Southern San Diego Area Bank of America CorpFinancial Solutions Advisor - Southern San Diego AreaLemon Grove, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Advisor Development Program - Financial Solutions Advisor Trainee: Midway and Kemper Financial Center Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee: Midway and Kemper Financial CenterSan Diego, CA$28.85–$33.65 / hourRole Specifics:As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Senior Banker - Escondido-Oceanside area Bank of America CorpSenior Banker - Escondido-Oceanside areaEscondido, CA$25.97–$31.75 / hourBetween helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours. Job Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.