Wealth Lending Strategist for Advisors

Testing Site - JPMC

Dallas (TX)

On-site

USD 120,000 - 170,000

Full time

14 days+

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Job summary

JPMorgan Wealth Management is seeking a Lending Specialist to act as the primary point of contact for Financial Advisors, Clients, and Market Leadership, delivering expert lending guidance and tailored solutions. You will drive new lending opportunities, design innovative strategies, and expand the lending footprint while ensuring top-tier client experience.

The role emphasizes collaboration across internal teams to resolve production, quality, and risk-related issues, with a focus on growth

Qualifications

6+ years of experience in financial services.
Licenses: active Series 7 & 66 (63/65) or ability to obtain within 120 days.

Responsibilities

Serve as the primary contact for Financial Advisors and Market Leadership for lending products and solutions.
Identify opportunities and provide insights based on credit policies and guidelines.
Make timely, well-considered decisions in high-volume, ambiguous situations.
Participate in projects focused on productivity, compliance, and product enhancements.
Coordinate with Service Team to ensure seamless execution of lending requests and high client service standards.
Promote awareness of lending capabilities and deepen client relationships.
Maintain knowledge of lending products, market trends, and regulatory requirements.
Collaborate across functions to ensure operational excellence and outcomes.