Wealth Lending Consultant for Financial Advisors
Advisor Group Inc.
Advisor Group Inc. in Scottsdale, Arizona, is seeking a Wealth Lending Solutions Consultant. This role involves promoting and servicing financial professionals and their clients with a digitized securities-based lending solution. The consultant will manage the workflow of loan packages and educate financial professionals on product benefits. The ideal candidate will have over 5 years of relevant experience in financial services, banking, mortgage, or lending. A bachelor’s degree in a related field and strong interpersonal skills are essential for success. #J-18808-Ljbffr Advisor Group Inc.
- Product Specialist Opportunity in Financial Services Wealth Lending Solutions Consultant Locations 18700 N. Hayden Rd Suite 255 Scottsdale, AZ 85012 2300... ...approved prior to submissions. Fees will not be paid for unsolicited submissions. #J-18808-Ljbffr Advisor GroupSuggestedFull timeWork experience placementWork at office
- A leading financial services firm is seeking a Remote Loan Officer to connect with clients and guide them through the hard money lending process. You will earn 55% of the broker commission while helping clients achieve their real estate investment goals. Ideal candidates...SuggestedRemote job
- BOK Financial is seeking a Loan Coordination Specialist III in Scottsdale, AZ. This role involves supporting relationship managers in effectively... ...is accurate and complete. Candidates should have knowledge of lending practices, loan documentation, and the ability to coordinate...Suggested
- ...Northern Trust Company in Phoenix, Arizona is looking for a professional to develop new client relationships and manage sophisticated financial requirements for high-net-worth accounts. Candidates should possess a Bachelor’s degree and minimum 5 years of relevant experience...SuggestedFlexible hours
- ...Experienced Financial Advisor Location: Arizona (Multiple Markets) Employment Type: Full-Time Our client, a leading national wealth management organization, is seeking experienced Financial... ...specialists to provide banking, lending, estate planning, and investment solutions...SuggestedFull time
$51.8k - $95.9k
...Cactus Road Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice... ...products (e.g. personal banking, lending, and investments). Implements a... ...relationship team to apply a consultative sales process and continually enhance...Contract workPart timeLocal area- A leading financial institution in Scottsdale, Arizona is seeking a customer-focused individual to deliver exceptional service to clients. This role involves engaging customers, providing tailored financial solutions, and building lasting relationships. A degree and relevant...
$105k - $140k
A financial services institution seeks a Private Banker II in Scottsdale, Arizona, to manage personal and business banking relationships for high-net-worth clients. The role includes driving deposit and growth opportunities while ensuring exceptional client service. Candidates...- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor... ...while marketing and promoting the financial products offered by Chase. You will have... ...relationships with customers. Exhibits consultative skills to provide recommendations...Work experience placementLocal areaImmediate startRelocation
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor... ...while marketing and promoting the financial products offered by Chase. You will have... ...relationships with customers. Exhibits consultative skills to provide recommendations...Work experience placementLocal areaImmediate startRelocation
- ...markets)—is rapidly expanding its mortgage division, Truehold Financial. This is a high-volume, inbound sales role with strong earning... ...performance-driven who wants to help build and scale a growing lending platform. Hiring in: FL, TX, NJ, MO, IL, MI, CO, GA, VA, MD, AZ...
$100k - $150k
Financial Advisor Department: Financial Services Employment Type: Full Time Location: Scottsdale, AZ Reporting To: Blake Thibault Compensation... ...job for our clients and for one another! Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the...Full timeTemporary work- TwinThread is seeking a Senior Home Lending Advisor in Scottsdale, Arizona, to leverage your expertise in home lending products. You will... ...s lifecycle, all while adhering to regulations and promoting financial products by Chase. Join a motivated team dedicated to guiding...Local area
- A financial institution in Paradise Valley, Arizona, is seeking a Credit Analyst to provide due diligence and analytical support for the Commercial Real Estate Division. The successful candidate will be responsible for analyzing credit information on borrowers and properties...
- A leading financial services firm is seeking a Senior Home Lending Advisor to join their Home Lending team in Phoenix, Arizona. This role requires exceptional knowledge of home lending products and the ability to serve as a chief point of contact throughout the loan process...Local area
- ...the customer experience by identifying opportunities to improve financial wellbeing, collaborating with ecosystem partners to grow share... ...Priorities, Matrix Management, Problem Solving, Prospecting, Retail Lending, Selling, Understanding Customer Needs Work Experience Roles at...Full timeWork experience placementWork at office
- ...latest banking solutions and cutting‑edge financial technology combined with friendly and... .... Engage in clear, polite, consultative communication to understand and help clients... ...regulatory requirements. Dodd Frank / Truth in Lending Act & Licensing Requirements This...Immediate startAfternoon shift
- ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow... ...Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs Work Experience...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$20.19 per hour
...28.03/Hr. Job Summary Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support... ...: Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client...Work at office- ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow... ...Priorities, Matrix Management, Problem Solving, Prospecting, Retail Lending, Selling, Understanding Customer Needs Work Experience Roles...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...ascertain customer needs and present sound and mutually beneficial financial solutions. Maintain high quality personal performance and... ...account opening and maintenance skills. Familiarity with consumer lending. Ability to lead in a positive manner with a focus on others....Hourly payFull timeTemporary workPart timeBank staffWork at officeLocal areaVisa sponsorshipWork visaWeekend work
$41.71k - $65k
...provides advice and guidance regarding financial solutions that are in the best interests... ...everyday banking, retail investments, lending solutions, home financing (including business... ..., and applications. Experience in a consultative customer service or sales role, with a...Contract workPart timeLocal areaImmediate startDay shift$17.5 - $19 per hour
...Meeting or exceeding sales goals. As a Member Relationship Consultant I, you will: Drive the growth the profitability... ...appropriate, referrals to partners including consumer lending, and financial advisors. Serve as a consumer and special account opening...Full time- ...(North East Valley) Desert Financial is considered a leader in the... ...member relationships through consultative analysis and recommendation of... ...(personal/business accounts, wealth management services, personal... ...~ Nationwide Mortgage Lending System (NMLS) and Notary Public...Hourly payLocal area
- Charles Schwab Corporation is seeking a Financial Consultant in Phoenix, Arizona. In this role, you will provide financial guidance and build... ...candidates will have a FINRA Series 7 license and will be focused on wealth management, including retirement planning and investment...
$105k - $140k
...networks. ~ Drive deposit growth and wealth management opportunities. ~... ...and current registration will be unable to lend and may be subject to disciplinary action... ...right to hire those candidate(s) without any financial obligation to the Agency, unless an...Temporary workWork at officeLocal areaImmediate startFlexible hours- ...Bankers (Phoenix Market) Desert Financial is considered a leader in the... ...member relationships through consultative analysis and recommendation... ...(personal/business accounts, wealth management services, personal... ...~ Nationwide Mortgage Lending System (NMLS) and Notary Public...Hourly payLocal area
- ...solutions aligned with clients' wholistic needs, including deposits, lending, cash management, payments, and investing. Solves clients'... ...to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...estate finance transactions Qualifications At least three years of experience working on sophisticated real estate and/or commercial lending transactions (both lender‑side and borrower‑side experience preferred) Qualified applicants should submit a cover letter, resume,...Work at office
- ...to helping clients own their financial futures. In this exciting role... .... As a Financial Consultant at Schwab, you will be procured... ...clients, providing them with wealth management and financial planning... ...Investment Management, Banking & Lending Management, Insurance & Risk...
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