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VP, Regional Banking and Lending Consultant

LPL Financial · San Diego, California, US

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation.

Job description

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: The Regional Banking and Lending Consultant is a critical role within the Banking & Lending organization. Our aspiration at LPL is to be the best firm in Wealth Management. To deliver on this, we are investing in best-in-class banking and lending solutions that will help advisors to serve their clients’ needs more holistically. In this role, you will have the unique opportunity to partner closely with internal teams and Advisors and their clients to drive adoption of LPL’s banking and lending solutions including Cash Management Accounts, margin, our proprietary Secured Credit Account (SCA), and our partner offerings within LPL’s industry-leading distribution network. Your primary focus will be to support our new SCA, a securities-based line of credit which provides Advisors with a new liquidity tool to help their clients tak...