Senior UHNW Mortgage Advisor

Morgan-Stanley; Dallas (TX); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Benefits package

Career growth

Job summary

Morgan Stanley seeks a Senior Mortgage Consultant to support Financial Advisors and clients through the home loan origination cycle in Dallas or Tempe. The role focuses on jumbo loans, complex income/assets and servicing affluent clients with high-energy ownership and collaboration.

You will partner with Private Bankers and Mortgage Specialists to ensure seamless, compliant loan applications and drive growth across branches and markets.

Qualifications

• 4–8 years of relevant private wealth experience (sales and/or operations).
• Experience in client relationship management roles and maintaining client networks.
• Proven track record of meeting production goals while managing a large client base.
• Eligibility for employment with an FDIC-insured institution and NMLS registration.

Responsibilities

• Provide expert mortgage advice and problem-solving for client mortgage needs.
• Work with Financial Advisors and Private Bankers to grow market share.
• Ensure best rate execution and proper product selection for clients.
• Manage loan pipeline and coordinate with Mortgage Specialists for timely transfers.

Skills

Mortgage knowledge

Client relations

Regulatory knowledge

Communication skills

Education

High school diploma or equivalent

NMLS license

Tools

MS Office

CRM systems

Job description

Morgan Stanley seeks a Senior Mortgage Consultant to support Financial Advisors and clients through the home loan origination cycle in Dallas or Tempe. The role focuses on jumbo loans, complex income/assets and servicing affluent clients with high-energy ownership and collaboration.

You will partner with Private Bankers and Mortgage Specialists to ensure seamless, compliant loan applications and drive growth across branches and markets.