Regional Banking & Lending Consultant for Wealth Advisors
LPL Financial
LPL Financial is seeking a Regional Banking and Lending Consultant to join the Banking & Lending team. You will partner with internal teams and Advisors to drive adoption of cash management, margin, SCA, and related offerings across the advisor network. This role emphasizes educating Advisors, developing best practices, and delivering white‑glove service to newly recruited Advisors while tailoring solutions for complex banking and lending needs. Travel to LPL sites and partners is expected. #J-18808-Ljbffr LPL Financial
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Regional Banking & Lending Consultant for Wealth Advisors in Fort Mill, York County, SC vacancy
- ...their financial goals.Job Overview:The Regional Banking and Lending Consultant is a critical role within the... ...aspiration at LPL is to be the best firm in Wealth Management. To deliver on this, we... ...lending solutions that will help advisors to serve their clients’ needs more...SuggestedFull timeWork from home
LPL Financial
Fort Mill, York County, SC4 days ago $15 - $18 per hour
...compliant records, including timely credit denial letters and required tax documentation Handle and balance cash, and complete required bank runs to deliver deposits Follow company policies, procedures, and regulatory requirements Complete required training and meet...SuggestedHourly payWork at officeLocal areaShift work- ...goals.Job Overview:The Senior Consultant, Client Feedback plays a key... ....1+ years’ experience in the wealth management industry.Bachelor’... ...As a leader in the financial advisor-mediated marketplace(6) , LPL... ...information regarding an applicant’s bank or credit card. Should you...SuggestedFull timeWork experience placementWork from home
LPL Financial
Fort Mill, York County, SC1 day ago $52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day... ...be part of our growing Empower Personal Wealth sales team, providing support to our customers... ..., NC $90,000.00-$115,000.00 1 week ago Banking & Capital Markets Tax Senior Manager...SuggestedRemote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours- ...institution. Responsible for quality loan growth. Mortgage Originator cannot, directly or indirectly, commit First Federal on any lending decisions. Provides the best service to our customers with innovative and creative solutions. Minimum Qualifications High...Suggested
First Federal Bank
Fort Mill, York County, SC3 days ago - LPL Financial, a leader in wealth management, is seeking an Institutional Segment Advice... ...Manager to lead a team of licensed financial advisors within the Wealth Advisors Group. This... ...holistic client guidance. You will partner with bank and credit union executives to drive...
- Santander is seeking a Banking Center Relationship Banker I in Rocky Hill, CT to deliver customer-centric service and support sales goals. You will handle routine transactions, assess customer needs, and promote appropriate financial products while maintaining regulatory...
$32.25k
Banking Center Relationship Banker 1, Rocky Hill, CT Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people...Hourly payFull timeContract workWork experience placementFlexible hoursShift workWeekend work$109.28k - $182.1k
...delivering creative solutions that help financial advisors serve investors? Are you passionate about... ...initiatives within LPL Financial! LPL Wealth Advisors Group (WealthAG) , part of LPL’s... ...or information regarding an applicant’s bank or credit card. Should you have any...Work from homeHome officeFlexible hours- ...consumer regulationsRESPA, TILA, TRID, HMDA, ECOA and all Fair Lending laws. ~ Proficiency in Encompass LOS preferred and the ability... ...RoundPoint Mortgage Servicing LLC is a fully integrated, non-bank mortgage company, with a subservicing portfolio of approximately...
$76.32k - $127.21k
...qualified Senior Financial Planner to support advisors in all aspects of financial plan design... ...Planning. Maintain knowledge of all Wealth Planning offerings. Engage with the... ...or information regarding an applicant's bank or credit card. Should you have any...Work at officeWork from homeLPL Financial Holdings
Fort Mill, York County, SC1 day ago- ...helping clients pursue their financial goals. Job Overview: Wealth Advisors Group (WealthAG) is a group of corporate employee advisors who... ...from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the...Work experience placementWork at officeImmediate startWork from home
LPL Financial Holdings, Inc.
Fort Mill, York County, SC3 days ago $21.24 - $28.31 per hour
...diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to... ...DoResponsible for ensuring the accuracy and completeness of all bank investor custodial accounts. Validate system activity to daily...Remote job- ...established procedure Provide daily service to DRM's/RFM's, Region Managers, dealer personnel, and management regarding credit files... ...years ~3-5 of years of prior credit experience in a lending environment preferred ~ Experience in Wholesale Audit preferred...Full timeTemporary workFor contractorsWork experience placementWork at officeLocal areaRemote workRelocationRelocation package
- ...comparable sales analysis and financial modeling. Assist in maintaining store-level P&L analysis, tracking performance across banners, regions and individual locations. Analyze sales and expense trends and identify performance drivers. Update financial models for tactical...Work at office
$104.96k - $175k
...regulatorsIndustry-related experience specific to Wealth ManagementSeries 7 or other industry-... ...in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports... ...or information regarding an applicant’s bank or credit card. Should you have any...Full timeWork from homeLPL Financial
Fort Mill, York County, SC3 days ago- LPL Financial LLC is seeking candidates for its Advisor Licensing Program to develop foundational wealth management skills, including client relationship management and financial planning. The program offers licensure coaching (SIE, Series 7, Series 66) and guidance from...
$61.08k - $101.76k
...provide analytical and strategic support to advisors facing CFOs, build financial models, and... ...: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader... ...or information regarding an applicant’s bank or credit card. Should you have any questions...Work from homeShift work- First American's ServiceMac is seeking a detail-oriented accounting professional to reconcile GSE and asset bank accounts and verify daily activity against servicing system and investor reports. You will collaborate with internal teams to ensure processes align with guidelines...
- ...execution across WealthAG. You will define roadmaps, collaborate with leadership, and drive modernization of our platforms to empower advisors and institutions. This role emphasizes strategic thinking, stakeholder collaboration, and delivering measurable outcomes such as...
- OneMain Financial is seeking an Operations Optional Product Support Specialist in Fort Mill, SC. You will be the single point of contact for customer inquiries and cancellations of optional insurance products, handling both front-end requests and back-office processing ...
- Sunbelt Rentals, Inc. seeks a Strategic Customer Support Representative - Pump and Power to act as the primary contact for customers, identify equipment solutions, negotiate rentals or sales, and process contracts. You will drive revenue while delivering exceptional service...
- AO Garcia Agency is seeking candidates for a work-from-home position focused on warming leads with families. The role emphasizes learning a system, building a book, and modern online communication. The day includes meetings, plain-language explanations, follow-up, notes...Remote jobFull timePart timeWork from home
- ...0 hours training for re-credentialing annually. Other duties as assigned by Supervisor. QUALIFICATIONS: Bachelor’s degree from a regionally accredited institution is preferred; a minimum of a high school diploma or GED is required. One year of active participation in a...Full timeLocal areaMonday to Thursday
- Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included Web-conference meetings from home Full-time or part-time options No cold calling Written training plus live coaching Advancement for people who lead their ...Full timePart timeWork from home
- OVERVIEW Under the direction of the Hospitality & Events Sales Managers, the Facilities and Event Support Specialist plays a critical role in ensuring the venue is consistently clean, organized, and event-ready, creating a welcoming and memorable experience for all guests...Seasonal workWork at officeImmediate startLong distanceNight shift
- Senior Marketing Communications Specialist MacLean Power Systems (MPS) is a leading manufacturer of engineered products and solutions used in the maintenance, repair, upgrade, and construction of transmission, distribution, and substation infrastructure. LEADING THE...Work at officeWorldwide
MPS Mankato
Fort Mill, York County, SC5 days ago $21.24 - $28.3 per hour
...have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. What We Do Service mortgage accounts...Hourly pay- OneMain Financial in Fort Mill, SC seeks an Operations Optional Product Support Specialist to be the primary contact for cancelations of optional insurance products and to process requests accurately in back-office systems. You will balance high volume with quality and ...
- ...Curb Adapters is looking for an organized, highly responsive, and customer focused Sales Support Representative to partner with our Regional Sales Representatives and keep our quote to production pipeline moving fast. This role serves as a crucial connection point...Full timeLive outWork at officeMonday to Friday
CDI custom curb adapters
Rock Hill, SC3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Regional Banking & Lending Consultant for Wealth Advisors. Be the first to apply!
Related searches
- anaplan consultant Fort Mill, York County, SC
- oil and gas consultants Fort Mill, York County, SC
- pharma consultant Fort Mill, York County, SC
- child care consultant Fort Mill, York County, SC
- consultant in public health Fort Mill, York County, SC
- spa consultants Fort Mill, York County, SC
- art consultant Fort Mill, York County, SC
- event consultant Fort Mill, York County, SC
- epicor consultant Fort Mill, York County, SC
- life science consultant Fort Mill, York County, SC