Senior Wealth Lending Strategist

Next Frontier Capital; United States; On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Total rewards package

Job summary

JPMorgan Chase, a leading financial services firm, seeks a Lending Specialist within Wealth Management to deliver expert lending guidance, drive growth, and expand the lending footprint across advisors and clients. You will collaborate across teams, stay current on lending products and regulations, and help elevate client outcomes daily.

The role emphasizes strategic thinking, proactive relationship-building, and a focus on operational excellence in a high-growth environment.

Qualifications

• 6+ years of financial services experience.
• Active Series 7 & 66 licenses (63/65) or eligibility within 120 days.
• Experience with lending in wealth management across mortgage, margin, or securities-based lending.
• Strong partnership and people skills; collaborate across all levels.

Responsibilities

• Serve as the primary contact for Financial Advisors and Market Leadership on lending products and solutions.
• Drive opportunities for Advisors with policy-based recommendations.
• Make timely decisions in high-volume and ambiguous situations.
• Participate in productivity, compliance, and product projects.
• Coordinate with the Service Team to ensure seamless lending requests and high client service levels.
• Promote broader lending capabilities and deepen client relationships.

Skills

6+ years exp

Series 7 license

Series 66 license

63/65 eligibility

Strong communication

Project management

Adaptability

Job description

JPMorgan Chase, a leading financial services firm, seeks a Lending Specialist within Wealth Management to deliver expert lending guidance, drive growth, and expand the lending footprint across advisors and clients. You will collaborate across teams, stay current on lending products and regulations, and help elevate client outcomes daily.

The role emphasizes strategic thinking, proactive relationship-building, and a focus on operational excellence in a high-growth environment.