Wealth Lending Solutions Consultant

Osaic

Scottsdale, AZ, US
Base: $100,000 - $125,000 py; bonus: annual bonus ...
Hybrid (minimum 4 days in the office)
5+ years in financial services or lending
Bachelor's degree in finance or business
Proficient in microsoft office and excel
Osaic is seeking a Wealth Lending Solutions Consultant to support the promotion and servicing of their Personal Credit Line for Financial Professionals and clients. This hybrid role requires a strong background in financial services and lending, along with excellent interpersonal skills

Job Summary

  • The role involves promoting Personal Credit Line solutions and digital self-service capabilities to financial professionals and their clients.
  • Candidates must manage the day-to-day workflow of loan packages across multiple systems while serving as a resource for wealth management strategies.
  • The position offers a competitive salary range of $100,000 to $125,000 plus an annual bonus and comprehensive benefits including health insurance and 401k.

Matching Summary

Match Score: 85

Osaic is seeking a Wealth Lending Solutions Consultant to support the promotion and servicing of their Personal Credit Line for Financial Professionals and clients. This hybrid role requires a strong background in financial services and lending, along with excellent interpersonal skills.

Salary

Base: $100,000 - $125,000 per year; Bonus: Annual bonus included; Benefits: Health, vision, dental, 401k, vacation, sick time

Skills & Requirements

Must-have

  • 5+ years in Financial Services or Lending
  • Bachelor's degree in Finance or Business
  • Proficient in Microsoft Office and Excel
  • Knowledge of mutual funds stocks and bonds
  • Strong interpersonal and communication skills

Nice-to-have

  • Experience in wealth management practices
  • FINRA Series 7 license preferred
  • Prior sales and relationship management skills
  • Understanding of liquidity management strategies
  • Ability to work independently and collaboratively

Key Requirements

  • Bachelor's degree required
  • 5+ years relevant experience
  • Intermediate banking literacy
  • FINRA Series 7 license preferred

Work Rights

Not specified

Tailored Resume

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