- Bank of America (Jacksonville, FL)
- …prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. ... SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Coral Springs, FL)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... to referral partners based on knowledge of client needs and potential product services recommended **Required Qualifications** : Currently holds Series 7 & 66… more
- JPMorgan Chase (Miami, FL)
- …gifts, coordinating open houses or inviting clients to events. + Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening ... client wallet share and raising to the aligned Relationship Manager **Required Qualifications, Capabilities, and Skills** + A minimum of two years of financial… more
- Citigroup (Delray Beach, FL)
- …monitoring day-to-day operations, ensuring compliance with policies, supporting the Branch Manager + Exhibits strong sales and service skills, presenting products ... and digital technology available in the branch to present product offers and financial solutions to existing and potential...partners as necessary (eg leverage video conference for FA, mortgage specialist, etc.) + Take full ownership of clients'… more
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