1,000+ matching jobs for “Financial Advisor”

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Bank of America

Credit Solutions Advisor - Newcastle

Newcastle

Pay posted by employer$26.00–$30.83 per hour

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering …

Added Oct 27, 2026

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Truist Financial

Wealth Advisor - San Antonio, TX

San Antonio, Texas, United States

Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening …

Added Nov 3, 2026

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Truist Financial

Wealth Advisor III - Houston / Austin

Houston, Texas, United States +1 location

Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening …

Added Nov 3, 2026

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Truist Financial

Wealth Advisor III - Tampa / Naples

Tampa, Florida, United States +1 location

Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening …

Added Nov 3, 2026

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Guardian Life Ins. Co. of America

AI Transformation & Advisor Enablement Associate

New York

Full time

Pay posted by employer$82,770–$135,975

… independent thinker, collaborative, business-focused professional to serve as AI Transformation & Advisor Enablement Associate within Client Solutions & Wealth Management. You will join a fast-growing organization …

Added Oct 27, 2026

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Concentrix

Portuguese-speaking Customer Service Advisor

GEO Tbilisi - Vake Plaza 7th & 8th Flrs, 72a Ilia Chavchavadze Avenue, 7th & 8th Flrs

The Advisor I, Customer Service position interfaces with customers via inbound calls, outbound calls, or through the …

Added Nov 3, 2026

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The Cigna Group

Pharmacy Clinical Advisor - Cigna Healthcare

Kuala Lumpur, Kuala Lumpur, Malaysia

Full time
Regular

The Clinical Program Advisor supports the development, implementation, and optimization of pharmacy programs across Cigna International …

Added Oct 16, 2026

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Bank of America

Executive Wealth Services Advisor

Boston, Massachusetts, United States +5 locations

Pay posted by employer$177,000–$300,000

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering …

Added Oct 27, 2026

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M&T Bank

Wealth Advisor, Naples, FL

Naples, Florida, United States

In person

Pay posted by employer$116,400–$194,000

… with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize …

Added Nov 3, 2026

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Ally Financial

Senior Specialist Invest Advisor

Charlotte, North Carolina, United States +1 location

Hybrid
Full time

Pay posted by employer$70,000–$120,000

… scripting, or comparable automation platforms preferred. Strong understanding of and exposure to the financial services/trading industry. Strong understanding of trading platforms Experience with Microsoft Office Suite …

Added Nov 10, 2026

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Bank of America

Senior Banker - Medfield Financial Center

Medfield

Pay posted by employer$25.00–$31.37 per hour

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, …

Added Oct 27, 2026

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Northern Trust

Associate Client Advisor, WM

Los Angeles, California, United States +1 location

Full time
Regular

Pay posted by employer$95,565–$162,495 USD

… documents. Exhibits working knowledge of Advisory Practice services/offerings (including estate and financial planning), capital markets, banking products/offerings, asset management and prudent investment principles. …

Added Oct 16, 2026

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LPL Financial Holdings

Financial Consultant - Camden National Bank

North Conway, NH

Full time
Regular

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment …

Added Nov 3, 2026

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Truist Financial

Premier Advisor - Mesquite/ Garland / Rowlett

Mesquite, Texas, United States

… conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies. …

Added Nov 3, 2026

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Truist Financial

Premier Advisor - Winston Salem, NC

Winston-Salem, North Carolina, United States

Added Nov 3, 2026

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Truist Financial

Premier Advisor - The Villages, FL

The Villages, Florida, United States

Added Nov 3, 2026

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Truist Financial

Premier Advisor - Tampa/St. Petersburg

St. Petersburg, Florida, United States

Added Nov 3, 2026

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Truist Financial

Premier Advisor - Murrell Inlet, SC

Murrells Inlet, SC

Added Nov 3, 2026

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Truist Financial

Virtual Premier Advisor - Brevard, FL

Orlando, Florida, United States

Added Nov 3, 2026

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Northern Trust

Senior Portfolio Advisor, Wealth Management

Lake Forest, Illinois, United States

Full time
Regular

Pay posted by employer$114,500–$194,700 USD

… partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading …

Added Oct 16, 2026

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Bank of America

Credit Solutions Advisor - Newcastle

Newcastle

Pay posted by employer$26.00–$30.83 per hour

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Required Qualifications · employer excerpt

Minimum 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…
Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone.
Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.

7 more in the full description below.

About this opportunity

Original employer description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan
Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities
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
Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
Responds to client requests and makes referrals to appropriate internal partners based on client needs
Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience

Required Qualifications:

Minimum 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
Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone.
Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
Strong written and verbal communications skills.
Ability to handle ambiguity and adapt to changing circumstances.
Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic.
Can be flexible to work weekends and/or extended hours as needed.
A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally.
Ability to learn and understand technology.
Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies.

Desired Qualifications:

Experience working in a financial center where goals were met or exceeded.
Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.
Knowledge of banking products and services.
Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
Experience in a loan origination role in a retail environment and knowledge of
Mortgage Products (Conventional, Jumbo and HELOC, Government)
Structuring, Processing, underwriting and closing procedures
Federal regulations governing real estate lending
FHA and HUD guidelines
Other Lending Products (Credit Card, Vehicle Loans)
Strong computer skills including MS applications and previous experience utilizing laptop technology.

Skills:

Client Management
Client Solutions Advisory
Customer and Client Focus
Referral Identification
Risk Management
Client Experience Branding
Credit Documentation Requirements
Credit and Risk Assessment
Pipeline Management
Referral Management
Attention to Detail
Collaboration
Issue Management
Prospecting
Relationship Building

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

Pay Transparency details

US - WA - Newcastle - 6950 Coal Creek Pkwy SE - NEWCASTLE BC (WA3145)

Pay and benefits information

Pay range

$26.00 - $30.83 hourly pay, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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