• JPMorgan Private Client Relationship…

    JPMorgan Chase (New York, NY)
    …registration requirements of registration can be found at: http:// mortgage .nationwidelicensingsystem.org/ SAFE /Pages/default.aspx Chase is a leading financial ... the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** + Develop new and… more
    JPMorgan Chase (09/25/25)
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  • Senior Wealth Advisor SAFE Act - Uptown…

    Citigroup (New York, NY)
    …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing… more
    Citigroup (11/22/25)
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  • Senior Wealth Advisor SAFE Act

    Citigroup (Brooklyn, NY)
    The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage more
    Citigroup (11/20/25)
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  • Head of Business Development, Deal & Transaction…

    PNC (New York, NY)
    …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 ... You will be responsible for leading the distribution strategy for the bank 's Escrow, Paying Agent, and Shareholder Representative services. You will define the… more
    PNC (09/18/25)
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