Regional Banking & Lending Consultant for Wealth Advisors

LPL Financial; Fort Mill (SC); On-site; USD 109,000 - 182,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial is seeking a Regional Banking and Lending Consultant to join the Banking & Lending team. You will partner with internal teams and Advisors to drive adoption of cash management, margin, SCA, and related offerings across the advisor network.

This role emphasizes educating Advisors, developing best practices, and delivering white‑glove service to newly recruited Advisors while tailoring solutions for complex banking and lending needs. Travel to LPL sites and partners is expected.

Qualifications

• Bachelors degree in Finance, Business Administration, or related field.
• Series 7 License.
• 10+ years of experience in 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.

Responsibilities

• Serve as SCA, margin, and banking solutions expert and drive awareness among Advisors and the Advisor-facing LPL teams that support them.
• Educate Advisors on how to integrate banking and lending capabilities into their practices to better meet clients0financial needs and expand their businesses.
• Develop and disseminate best practices and sales enablement tools that help Advisors identify clients0banking and lending needs and the optimal solutions to meet them.
• Attend recruited Advisor HOVs and LPL conferences to market banking and lending solutions.
• Collaborate with the Advisor Transitions team to provide white‑glove service to newly recruited Advisors and help them transition their clientsloans to LPL.
• Collaborate with Advisors and their clients to develop tailored solutions for complex banking and lending needs.
• Serve as the voice of the Advisor and provide feedback and suggestions for continuous improvement to the Product Manager, Lending Solutions.

Skills

Relationship building

Presentation skills

Collaborative teamwork

Influencing others

Education

Bachelors degree in Finance or Business Administration

Tools

Series 7 License

Job description

LPL Financial is seeking a Regional Banking and Lending Consultant to join the Banking & Lending team. You will partner with internal teams and Advisors to drive adoption of cash management, margin, SCA, and related offerings across the advisor network.

This role emphasizes educating Advisors, developing best practices, and delivering white‑glove service to newly recruited Advisors while tailoring solutions for complex banking and lending needs. Travel to LPL sites and partners is expected.