Top 17 Mortgage consultant Jobs in Teaneck Nj

Senior Wealth Advisor SAFE Act - North Jersey
Citi —Paramus, NJ
- $70,000 - $120,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid holidays
- Disability insurance
Founder Associate
Valon Tech —New York, NY
- $110,000 - $200,000 a year
- Email
- Senior level
- Communication skills
- Under 1 year
- Commuter assistance
- Paid parental leave
Quick Apply
Senior Home Lending Advisor - Short Hills, NJ
JPMorganChase —Short Hills, NJ
- $15.92 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Senior Home Lending Advisor - Clifton Van Houten, NJ
JPMorganChase —Clifton, NJ
- $15.92 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Retail Banking Senior Manager
Logic —New York, NY
- $122,700 - $338,300 a year
- Full-time
- Bachelor's degree
- Travel
- Mentoring
- Paid holidays
- Disability insurance
Community Home Lending Advisor - Bronx, NY
JPMorganChase —Bronx, NY
- $33.65 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Retail Banking Manager
Accenture —New York, NY
- $87,400 - $293,800 a year
- Full-time
- 5 years
- Bachelor's degree
- Travel
- Paid holidays
- Disability insurance
Retail Banking Senior Manager
Accenture —New York, NY
- $122,700 - $338,300 a year
- Full-time
- Bachelor's degree
- Travel
- Mentoring
- Paid holidays
- Disability insurance
Branch Banking Client Consultant II
Flagstar Bank —New York, NY
- $17.12 - $26.97 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
Senior Home Lending Advisor - New York NY - Sutton Place
JPMorganChase —New York, NY
- $17 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Senior Home Lending Advisor - New York NY - Lexington and 72nd
JPMorganChase —New York, NY
- $17 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Senior Home Lending Advisor - New York NY - Radio City
JPMorganChase —New York, NY
- $17 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Senior Home Lending Advisor - New York NY - 3rd and 41st
JPMorganChase —New York, NY
- $17 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
14d
Senior Home Lending Advisor - Westfield NJ
JPMorganChase —Westfield, NJ
- $15.92 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Senior Home Lending Advisor - Allentown PA - Allentown Cedar Crest Branch
JPMorganChase —Linden, NJ
- $15.92 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Senior Home Lending Advisor - Staten Island, NY - Richmond Ave and Hylan Plaza Branch
JPMorganChase —Staten Island, NY
- $17 an hour
- Online Application
- Mid-level
- Office
- Windows
- Health insurance
- Tuition reimbursement

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Senior Wealth Advisor SAFE Act - North Jersey

Citi -
Paramus, NJ

Apply Now

Job Details

Full-time
$70,000 - $120,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

MLO License
Financial sales
Loan Originator License
Series 7
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. 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® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.

The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.

Citi has many locations across the United States and is looking for top talent. If you see this posting but don’t see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options.

Job Responsibilities:

Build relationships with new clients with the goal of bringing in new bank and brokerage assets
Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills
Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research
Master referral opportunities to grow portfolio
Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)
Acquire new clients through converting referral leads
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
Ensure strict adherence to KYC/AML and other compliance norms
Partner with all roles on branch team to ensure all clients have a positive in-branch experience
Appropriately 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
Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits

Qualifications and Skills:

5-8 years of experience serving in a financial advisory capacity
Experience in a proactive, successful sales and service role in the financial services industry
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to detail
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses
Group 1 Insurance License
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures

Education:

Bachelor's/University degree or equivalent experience

Job Family Group:

Private Client Coverage

Job Family:

Financial Planning Services

Time Type:

Full time

Primary Location:

Paramus New Jersey United States

Primary Location Full Time Salary Range:

$70,000.00 - $120,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

Apply Now

Refine Your Search

mortgage consultant jobs in teaneck nj

Senior Wealth Advisor SAFE Act - North Jersey

Founder Associate

Senior Home Lending Advisor - Short Hills, NJ

Senior Home Lending Advisor - Clifton Van Houten, NJ

Retail Banking Senior Manager

Community Home Lending Advisor - Bronx, NY

Retail Banking Manager

Retail Banking Senior Manager

Branch Banking Client Consultant II

Senior Home Lending Advisor - New York NY - Sutton Place

Senior Home Lending Advisor - New York NY - Lexington and 72nd

Senior Home Lending Advisor - New York NY - Radio City

Senior Home Lending Advisor - New York NY - 3rd and 41st

Senior Home Lending Advisor - Westfield NJ

Senior Home Lending Advisor - Allentown PA - Allentown Cedar Crest Branch

Senior Home Lending Advisor - Staten Island, NY - Richmond Ave and Hylan Plaza Branch