Mortgage Loan Originator Carlile Realty GroupMortgage Loan OriginatorSacramento, CARemoteJoin Carlile Lending, the mortgage division of ERA Carlile Realty Group, and work directly with our in‑house real estate team. Enjoy warm leads, strong support, and a true one‑stop client experience.
Loan Officer Carlile Realty GroupLoan OfficerSacramento, CARemoteWhether you’re an experienced Loan Originator seeking better lead flow and real estate integration or a licensed professional ready to grow with a dynamic local team, this is an excellent opportunity to build a thriving career in Sacramento’s mortgage market. This unique setup allows our Loan Originators to work directly with our active real estate agents, providing clients with a true one-stop home buying or selling experience.
Mortgage Loan Officer, Jr Columbia BankMortgage Loan Officer, JrRocklin, CA$22–$25 / hourThis position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note:Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. + This position is authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-endtransactions, and thus subject to specific Truth-in-Lending Act and Regulation Z Loan Originator requirements.
Mortgage Loan Officer, Jr Columbia Banking System IncMortgage Loan Officer, JrRocklin, CA$22–$28 / hourThis position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. This position is authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and thus subject to specific Truth-in-Lending Act and Regulation Z Loan Originator requirements.
Senior Mortgage Loan Officer / Mortgage Advisor Partners MortgageSenior Mortgage Loan Officer / Mortgage AdvisorRoseville, CAFull timeAt Partners Mortgage, we believe loan officers should be treated like true partners—not numbers on a spreadsheet. Whether you're a top producer looking for a better platform or a growing loan officer seeking more support and opportunity, we'd love to have a confidential conversation.
Loan Processor CrossCountry Mortgage LLCLoan ProcessorSacramento, CAPrepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan. Position Overview: The Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer.
Senior Loan Processor CrossCountry Mortgage LLCSenior Loan ProcessorRoseville, CA$30–$36.06 / hourPrepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan. The Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer.
SBA Loan Officer WorkwaySBA Loan OfficerNo. Sacramento, CA$75,000–$100,000 / yearThe SBALO is highly involved in business development, client or prospective client sales calls, structuring loan proposals, loan pricing, while developing the Bank's brand and increasing awareness in the marketplace. Currently, we have an SBA Loan Officer opportunity with a bank that prides itself on core values such as consistency, creativity, and reliability, and above all, a dedication to delivering the highest level of personalized service to its clients.
Licensed Loan Officer Assistant CrossCountry Mortgage LLCLicensed Loan Officer AssistantRoseville, CA$29–$32.50 / hourThe Sales Assistant works directly with CCM customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings. The Sales Assistant provides support to CrossCountry Mortgage, LLCs ("CCM") mortgage loan officers in their daily duties to increase loan production levels.
Commercial Loan Officer III River Valley Community BankCommercial Loan Officer IIIRoseville, CA$125,000–$150,000 / yearEach Commercial Loan Officer keeps management informed as to the status of loans in their portfolio by collecting/reviewing required financial information and frequent customer interaction and is responsible for proper risk assessment of all credit requests and loans within their assigned portfolio. Ability to proactively manage a loan portfolio and the associated workflow in a manner that consistently results in meeting deadlines and provides acceptable lead time to others involved in various stages of the loan process, resulting in an exceptional client experience.
Reverse Mortgage Inside Sales Loan Officer Mutual of Omaha MortgageReverse Mortgage Inside Sales Loan OfficerSacramento, CARemoteFull 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.
Mortgage Supervising Loan Officer The PNC Financial Services Group IncMortgage Supervising Loan OfficerSacramento, 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.
Mortgage Loan Officer The PNC Financial Services Group IncMortgage Loan OfficerSacramento, 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 OfficerElk Grove, CARemoteI’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!
Agricultural / Commercial Loan Officer MRINetwork JobsAgricultural / Commercial Loan OfficerSacramento, CaliforniaJob RequirementsMinimum 4-6 yrs of progressively responsible commercial lending experience providing financial expertise, counsel and customized solutions to business clients; advanced knowledge of credit underwriting, loan structuring, credit/credit quality and commercial real estate, agricultural, and C&I lending practices. Negotiates terms/conditions, structure loan financing based on risk considerations consistent with Bank policy and Asset/Liability guidelines; approve loans within assigned lending limits; and/or prepare/ present credits outside lending limits for approval to appropriate levels of authority, as required.
VP/Commercial Loan Officer First Northern Bank of DixonVP/Commercial Loan OfficerDixon, CA$115,000–$130,000 / yearOriginate and renew Agribusiness Operating Lines and Loans, Equipment Finance as well as Owner Occupied Agribusiness related Real Estate Loans. Work closely with Agribusiness Banking Leadership and Credit Administration to ensure sound portfolio management, client introductions and timely resolution of issues.
Mortgage Loan Officer Elite Live Transfer Division Satori MortgageMortgage Loan Officer Elite Live Transfer DivisionSacramento, CARemoteBuild 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.
Middle Market Commercial Loan Officer MRINetwork JobsMiddle Market Commercial Loan OfficerSacramento, 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 $10MM-1billion. 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.
Commercial Loan Officer MRINetwork JobsCommercial Loan OfficerDavis, 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 Satori MortgageMortgage Loan OfficerElk Grove, 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.
VP/REIT Loan Officer First Northern Bank of DixonVP/REIT Loan OfficerSacramento, CA$150,000–$160,000 / yearThis position focuses on acquiring new clients, managing a portfolio of existing relationships, and cross-selling banking products for investor commercial real estate loans, including construction loan opportunities. Compliance – consistently adhere to Bank policies and regulations, reinforce training to ensure that Bank employees are aware of UDAAP and do not harm consumers with any act that could be misleading, unfair, deceptive, or abusive in act or practice.
Loan Officer Sekisui House U.S.Loan OfficerSacramento, CaliforniaThe Sekisui House U.S. team is a proud builder of the SHAWOOD, Richmond American Homes, Woodside Homes, Holt Homes, Hubble Homes, and Chesmar Homes brands. Drawing on Sekisui House's unparalleled history and superior service, we commit ourselves to a future where people around the world can live joyful lives in homes that are safe, secure, stylish and comfortable.
Mortgage Banker Market Specialist (Mortgage Loan Officer) First Citizens BankMortgage Banker Market Specialist (Mortgage Loan Officer)Sacramento, CaliforniaQualifications: Bachelor's Degree and 2 years of experience in Mortgage origination or Mortgage telephone sales OR High School Diploma or GED and 6 years of experience in Mortgage origination or Mortgage telephone sales. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
Outside Business Development Specialist, REP Paramount Residential Mortgage GroupOutside Business Development Specialist, REPSacramento, CaliforniaPRMG offers a comprehensive benefits package for our full-time employees and their dependents, which includes medical, dental, vision, life insurance, short-term disability, long-term disability, a Health Savings Account (HSA), a Flexible Spending Account (FSA), and various other products, based on benefits eligibility, elections, and employee premiums. Through proactive outreach, follow-up, and referral development, this role helps build a strong pipeline of opportunities and facilitates introductions to licensed Mortgage Loan Originators for loan-specific guidance.
Area Sales Manager I Fifth Third BancorpArea Sales Manager ISacramento, CASUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. Perform Human Resource tasks for the team, such as exception time reporting, performance reviews, coaching, performance management, commission administration and identifying training issues.
CA-WA Mortgage Retail Sales Consultant (SAFE) Wells Fargo & CoCA-WA Mortgage Retail Sales Consultant (SAFE)Sacramento, 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.
Branch Manager Foothills Orange County District Wells Fargo & CoBranch Manager Foothills Orange County DistrictWoodbridge, CA$37.50–$67.31 / hourAs a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. They 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.
Branch Manager Greater Vine District Wells Fargo & CoBranch Manager Greater Vine DistrictFairfield, CA$37.50–$67.31 / hourAs a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. They 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.
NewBusiness Banker ( LO) Wells Fargo BankBusiness Banker ( LO)Sacramento, 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.
Senior Home Lending Advisor, Davis, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, Davis, CADavis, 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, Fairfield, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, Fairfield, CAFairfield, 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.
Assistant Branch Manager Sacramento Credit UnionAssistant Branch ManagerElk Grove, CAFull timeSupports the achievement of the retail branch goals through the personal selling of all offered financial products including: savings and other depository products; consumer loans (share secured loans, credit cards, new & used auto loans); and drives branch referrals for both investment services and real estate loans. Performs operational tasks such as: maintaining the Instant Issue machine (cleaning, adding cards, balancing, and testing), issuing keys/combinations and maintaining control logs, ordering supplies; arranging for equipment maintenance and repair; organizing and maintaining current reference materials, files, and records.
Private Mortgage Banker (SAFE) Wells Fargo & CoPrivate Mortgage Banker (SAFE)Sacramento, 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 ConsultantRoseville, 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. In this role, you will: Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required.
Private Client Banker - Sierra Mountain Market - Auburn, CA JPMorgan Chase Bank, N.A.Private Client Banker - Sierra Mountain Market - Auburn, CAAuburn, CAFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Branch Manager - Main and Walnut - Woodland, CA JPMorgan Chase Bank, N.A.Branch Manager - Main and Walnut - Woodland, CAWoodland, CAFull timeYou will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
Private Client Banker - Fair Oaks Blvd and Watt Ave Branch - Sacramento, CA JPMorgan Chase Bank, N.A.Private Client Banker - Fair Oaks Blvd and Watt Ave Branch - Sacramento, CASacramento, CAFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Branch Operations Associate Manager (LO) Wells Fargo & CoBranch Operations Associate Manager (LO)WEST SACRAMENTO, CA$26.75–$40.50 / 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. Required Qualifications: 2+ years of experience assessing and meeting the needs of customers or helping with issue resolution, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Roving Personal Banker Greater Vine District Wells Fargo & CoRoving Personal Banker Greater Vine DistrictFairfield, CA$23–$31 / 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. Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.
Home Mortgage Specialist TriCo BancsharesHome Mortgage SpecialistSacramento, CAEstablished in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.
Merrill Advisor Development Program - Financial Advisor: Sacramento Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Sacramento MarketSacramento, 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 FINRA.Shift: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 backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Assistant Branch Manager Columbia Banking System IncAssistant Branch ManagerAuburn, CA$22–$33 / hourThis position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.
Senior Business Banker I or II TriCo BancsharesSenior Business Banker I or IIFolsom, CA$27.93–$37 / hourEstablished in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. As Californias Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments.
Personal Banker $500 sign-on bonus opportunity! TriCo BancsharesPersonal Banker $500 sign-on bonus opportunity!Auburn, CA$20–$23 / hourMaintain a current understanding of and ensure compliance with regulations that include but are not limited to: Bank Secrecy Act, USA PATRIOT Act, suspicious activity reporting, Reg B/fair Lending, Reg Z/Trust in Lending, Reg DD/Trush in Savings, Expedited Funds Availability Act, Gramm-Leach-Bliley Act, Community Reinvestment Act and the SAFE Act. Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.
NewFinancial Solutions Advisor Registration Candidate - Fairfield/Concord Area Bank of AmericaFinancial Solutions Advisor Registration Candidate - Fairfield/Concord AreaVacaville, CaliforniaOnce 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 you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor - Sterling Pointe Financial Center Bank of America CorpFinancial Solutions Advisor - Sterling Pointe Financial CenterLincoln, CA$70,000–$80,000 / yearKey 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. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate - Northern California Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Northern California MarketNorth Highlands, CA$28.85–$33.65 / hourOnce 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. Merrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate - Arden Main Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Arden Main Financial CenterSacramento, CA$28.85–$33.65 / hourAcknowledge 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 and FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Once 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 you've learned by growing and deepening relationships within a portfolio of clients.
Financial Solutions Advisor Registration Candidate - Calvine Pointe Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Calvine Pointe Financial CenterSacramento, CA$28.85–$33.65 / hourAcknowledge 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 and FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Once 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 you've learned by growing and deepening relationships within a portfolio of clients.
Senior Banker Bank of AmericaSenior BankerNorth Highlands, CaliforniaPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. 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.