Wealth Lending Solutions Consultant

Osaic

Wealth Lending Solutions Consultant responsible for promoting financial services and servicing clients. Managing workflows and educating professionals on lending solutions in a hybrid work environment.

Posted 6/20/2026full-timeScottsdale • Arizona, Florida, Minnesota • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

Promote the benefits of Personal Credit Line (PCL) along with digital self-service capabilities for origination, line draws and general account servicing for clients
Manage the day-to-day workflow of loan packages across multiple systems and application types
Work closely with our counterparty’s Regional Lending Specialist
Serve as a resource for our Financial Professionals to develop strategies to incorporate lending into their wealth management practices
Educates Financial Professionals on all aspects of the product benefits and use
Provide customer service support to Financial Professionals
Maintain knowledge of competitive information on securities-based lending
Contribute to routine reporting and general portfolio/client database maintenance
Promote a consistently exceptional client experience
Serve as Subject Matter Expert (SME) for the securities-based lending market, including competitive offerings and comparative reviews
Assist in problem resolution when necessary
May perform other responsibilities as assigned.

Requirements

What you’ll need

5+ years of relevant experience in the Financial Services, Banking, Mortgage and/or Lending industry
Bachelor’s degree in related field is required, preferably Finance or Business concentration, or relevant work experience
Intermediate banking & lending literacy
Basic understanding of traditional investment assets; Mutual funds, stocks & bonds
Experience in wealth management a plus
Solid investment and business acumen
Strong interpersonal and communication skills
Proficient in Microsoft Office, Excel & Adobe acrobat
Demonstrated ability to establish priorities and meet performance goals in a results-oriented fast-paced environment
Detailed-oriented and analytical with the ability to organize data and think critically
Adaptable and capable of working both independently and collaboratively.

Benefits

Comp & perks

health, vision, dental insurance
401k
vacation and sick time
volunteer days
much more

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

banking literacylending literacyinvestment acumenwealth managementsecurities-based lendingportfolio managementdata organizationcritical thinking

Soft Skills

interpersonal skillscommunication skillsadaptabilityproblem resolutiondetail-orientedanalytical skillsprioritizationcollaboration