Lending Solutions Specialist for Financial Advisors

LPL Financial; Fort Mill (SC); On-site; USD 63,000 - 105,000; Full time

Job summary

LPL Financial in Fort Mill, SC is hiring a Lending Specialist within the Banking & Lending organization to support the Secured Credit Account, a securities-based line of credit for advisors and their clients. You will work cross-functionally to ensure smooth operations from origination through repayment and close.

The role emphasizes collaboration, problem solving, and delivering an exceptional advisor experience, with a focus on knowledge of SCA, margin products, and internal policies.

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field.
• 5+ years of experience in financial services, preferably wealth management.
• Series 7 license.

Responsibilities

• Serve as SCA and margin product expert and support Advisor inquiries.
• Explain product characteristics, benefits, risks, and usage across the loan lifecycle.
• Serve as first point of contact to resolve client issues.
• Support Advisors in client meetings related to SCA and Margin.
• Manage interest rate discount requests and policy exceptions.
• Collaborate with Regional Banking and Lending Consultants to transition external loans.
• Provide feedback to the Product Manager, Lending Solutions.

Skills

Strong communication

Team collaboration

Problem solving

Prioritization

Client focus

Relationship building

Attention to detail

Adaptability

Education

Bachelor's degree in Finance, Business Administration, or a related field

Series 7 License

Job description

LPL Financial in Fort Mill, SC is hiring a Lending Specialist within the Banking & Lending organization to support the Secured Credit Account, a securities-based line of credit for advisors and their clients. You will work cross-functionally to ensure smooth operations from origination through repayment and close.

The role emphasizes collaboration, problem solving, and delivering an exceptional advisor experience, with a focus on knowledge of SCA, margin products, and internal policies.