Wealth Lending Solutions Consultant

Osaic

Scottsdale, AZ, USA
$100,000 - $125,000 py + annual bonus
Hybrid (minimum of 4 days in the office)
Securities-based lending solution
Digital self-service capabilities
Financial professional support
Osaic is seeking a Wealth Lending Solutions Consultant to promote and service their Personal Credit Line (PCL) offerings within the financial services sector. The role requires at least five years of experience in the banking or lending industry and emphasizes strong communication and analytical skills

Job Summary

  • Promote the benefits of Personal Credit Line (PCL) along with digital self-service capabilities for origination, line draws and general account servicing for clients.
  • Serve as a resource for our Financial Professionals to develop strategies to incorporate lending into their wealth management practices.
  • Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.

Matching Summary

Match Score: 85

Osaic is seeking a Wealth Lending Solutions Consultant to promote and service their Personal Credit Line (PCL) offerings within the financial services sector. The role requires at least five years of experience in the banking or lending industry and emphasizes strong communication and analytical skills.

Salary

$100,000 - $125,000 per year + annual bonus

Skills & Requirements

Must-have

  • Securities-based lending solution
  • Digital self-service capabilities
  • Financial Professional support
  • Competitive lending knowledge
  • Exceptional client experience

Nice-to-have

  • Liquidity management understanding
  • Interest rate impact on products
  • Wealth management integration strategies

Key Requirements

  • 5+ years of relevant experience
  • Bachelor's degree in Finance or Business
  • FINRA Series 7 license preferred
  • Prior sales, banking, and/or relationship management skills preferred

Work Rights

Not specified

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