Lending Consultant
Baird
full-time
Posted on:
Location Type: Hybrid
Location: Milwaukee • Kentucky • Wisconsin • United States
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About the role
- Partnering with Financial Advisors, Branch Associates, and other key associates to offer a full range of wealth management tools
- Proactively engaging Financial Advisors to drive awareness of lending and liquidity solutions
- Collaborating with Baird Operations, Partner Banks, and internal Corporate Resource Groups
- Serving as an expert to Advisors regarding lending products
- Engaging internal partners to develop understanding of lending solutions
- Participating in training and workshops for Financial Advisors and Trainees
- Troubleshooting sensitive client issues with Banking Partners and Corporate Resource Groups
- Mentoring associates to develop broader subject matter knowledge
- Performing additional duties as assigned
Requirements
- Bachelor’s Degree or equivalent experience
- 7+ years of relevant professional experience in the financial services industry
- 2-3 years of experience with banking products strongly preferred
- SIE, Series 7, 66 licensed required within 18 months of start date
- Ability to travel up to 25% of the time
- Exceptional client service skills including both written and verbal
- Strong computer skills, including proficient in Microsoft Office suite (Word, Excel, PowerPoint)
- Strong organizational skills – ability to prioritize and manage multiple tasks simultaneously
- Ability to act as a team player
- Strong analytical skills
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
banking productswealth management toolslending solutionsclient serviceanalytical skills
Soft Skills
client service skillsorganizational skillsteam playermentoringcommunication skills
Certifications
Bachelor’s DegreeSIESeries 7Series 66