Securities‑Based Lending Specialist for Advisors

LPL Financial LLC; Fort Mill (SC, FL); Vor Ort; USD 63.000 - 105.000; Vollzeit

Benefits dieser Stelle

401K matching

Health benefits

Employee stock options

Paid time off

Zusammenfassung

LPL Financial is seeking a Lending Specialist within its Banking & Lending organization to support its Secured Credit Account and margin products. You will be a product expert, assist Advisors, and help transition client loans to LPL while delivering an exceptional Advisor experience.

You will collaborate with regional banking and lending teams, manage policy exceptions, and coordinate with product management to drive adoption of SCA and margin solutions across the advisor network.

Qualifikationen

• Bachelor's degree in Finance, Business Administration, or a related field.
• 5+ years of experience within financial services with strong knowledge of securities-backed lending and margin.
• Series 7 License.

Aufgaben

• Serve as SCA and margin product expert and support Advisor inquiries, including product characteristics, benefits, risks, and positioning.
• Serve as first point of contact to help Advisors with inquiries and requests impacting other LPL service and support teams and to resolve client issues.
• Support Advisors in client meetings related to SCA and Margin.
• Manage interest rate discount requests for SCA and Margin.
• Manage lending product policy exception requests and escalations.
• Collaborate with Regional Banking and Lending Consultants to help new Advisors transition external client loans to LPL.
• Provide feedback and suggestions for continuous improvement to the Product Manager, Lending Solutions.

Kenntnisse

Finance knowledge

Client service

Series 7 License

Wealth management

Ausbildung

Bachelor's degree in Finance

Jobbeschreibung

LPL Financial is seeking a Lending Specialist within its Banking & Lending organization to support its Secured Credit Account and margin products. You will be a product expert, assist Advisors, and help transition client loans to LPL while delivering an exceptional Advisor experience.

You will collaborate with regional banking and lending teams, manage policy exceptions, and coordinate with product management to drive adoption of SCA and margin solutions across the advisor network.