Hybrid VP, Regional Banking and Lending Consultant

Posted 8 hours ago

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About the role

  • Regional Banking and Lending Consultant role at LPL Financial focusing on banking adoption and solutions for Advisors. Collaborating closely with internal teams and clients to enhance financial capabilities.

Responsibilities

  • Serve as SCA, margin, and banking solutions expert
  • Educate Advisors on how to integrate banking and lending capabilities
  • Develop and disseminate best practices and sales enablement tools
  • Attend recruited Advisor HOVs and LPL conferences
  • Collaborate with the Advisor Transitions team for white-glove service
  • Collaborate with Advisors to develop tailored solutions

Requirements

  • Bachelor's degree in Finance, Business Administration, or a related field
  • Series 7 License or ability to obtain within 90 days
  • 10+ years of experience within financial services with strong knowledge of banking and lending products
  • Proven experience driving adoption of banking and lending products in an Advisor-led wealth management organization
  • Exceptional ability to build strong relationships with colleagues and Advisors
  • Excellent verbal and written communication skills
  • Strong desire and ability to solve problems and find creative solutions
  • Willingness to travel as necessary

Benefits

  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off

Job title

VP, Regional Banking and Lending Consultant

Job type

Experience level

Lead

Salary

$120,300 - $200,500 per year

Degree requirement

Bachelor's Degree

Location requirements

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