Top 292 Credit advisor Jobs in Scottsdale, Az

Operations Team Lead - Settlements
LPL Financial —Tempe, AZ
- $20.85 - $34.71 an hour
- Full-time
- Microsoft Excel
- Writing skills
- Research
- Health insurance
- Paid time off
Quick Apply
3d
Senior Operations Specialist
LPL Financial —Tempe, AZ
- $17.23 - $28.72 an hour
- Full-time
- Microsoft Excel
- Research
- Mid-level
- Health insurance
- Paid time off
Quick Apply
9d
Associate Data Recon Analyst, Performance and Data Recon
LPL Financial Corp —Tempe, AZ
- $23.27 - $38.82 an hour
- Full-time
- Finance
- SQL
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
8d
Service Team Lead
LPL Financial Corp —Tempe, AZ
- $27.88 - $46.45 an hour
- Full-time
- Mid-level
- Microsoft Office
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
1d
Financial Advisor
Edward Jones —Scottsdale, AZ
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
3d
Virtual Personal Banker
FIREFIGHTERS FIRST CREDIT UNION —Phoenix, AZ
- $58,557 - $65,063 a year
- Urgently hiring
- Remote
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
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Adult Admissions Advisor
East Valley Institute of Technology —Mesa, AZ
- $62,446 - $78,109 a year
- Extended hours
- Mid-level
- 3 years
- Bachelor's degree
- Health savings account
- Disability insurance
8d
Senior Consultant, Client Feedback
LPL Financial —Tempe, AZ
- $75,396 - $125,660 a year
- Full-time
- Mid-level
- Bachelor's degree
- Business Administration
- Health insurance
- Paid time off
Quick Apply
21h
AVP, Client Feedback
LPL Financial —Tempe, AZ
- $86,829 - $144,715 a year
- Full-time
- 3 years
- Bachelor's degree
- Continuous improvement
- Health insurance
- Paid time off
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Credit Solutions Advisor - Raintree and Loop
Bank of America —Scottsdale, AZ
- Extended hours
- Background check
- Computer literacy
- Writing skills
8d
Servicing Travel Advisor III - Chase Travel (Remote - Tempe, AZ)
JPMorganChase —Tempe, AZ
- Weekends as needed
- Remote
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- Tuition reimbursement
Academic Advisor - Student Success & Retention
MGRM —Tempe, AZ
- Full-time
- Spanish
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
10d
Admissions Advisor
University of Advancing Technology —Tempe, AZ
- $50,000 - $61,000 a year
- Full-time
- Mid-level
- Residential
- University
- Store discount
- AD&D insurance
Quick Apply
Transition Support Partner
LPL Financial —Phoenix, AZ
- $30.70 - $51.15 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Paid time off
Quick Apply
14d
Academic Advisor/Student Support Advocate
Community Schools —Phoenix, AZ
- $45,000 - $50,000 a year
- Full-time
- Bilingual
- High school
- Public speaking
- Health savings account
- Paid holidays
Relationship Manager
Sunwest Bank —Scottsdale, AZ
- $150,000 - $190,000 a year
- Microsoft Excel
- Heavy lifting
- Computer literacy
Quick Apply
Planning Analyst, Workforce Management
Whatnot —Phoenix, AZ
- $100,000 - $115,000 a year
- Full-time
- Mid-level
- SQL
- 4 years
- Paid parental leave
- Health insurance
AML Analyst
Kestra Financial —Tempe, AZ
- Full-time
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Credit Solutions Advisor 20th and Camelback
Bank of America —Phoenix, AZ
- Extended hours
- Background check
- Computer literacy
- Writing skills
8d
Client Services Specialist II
Kestra Financial —Tempe, AZ
- Full-time
- Mid-level
- Bachelor's degree
- Financial services
- Health insurance
- 401(k)
Quick Apply
3d

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credit advisor jobs near scottsdale, az

Operations Team Lead - Settlements

LPL Financial -
Tempe, AZ

Quick Apply

Job Details

Full-time
$20.85 - $34.71 an hour
3 days ago

Benefits

Stock options
Health insurance
Paid time off
401(k) matching
Volunteer time off

Qualifications

Investment firm experience
Customer communication
Microsoft Excel
Productivity software

Full 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 Lead Operations Specialist is a key role in brokerage operations acting as a tenured and senior processing-level Subject Matter Expert at the firm. Within the Settlements Department this includes signing off on numerous daily reports inclusive of multiple controls, assisting management with oversight and reporting on firm-level activity, fielding escalated reviews and advisor-facing interactions, and acting as a voice of confidence with the team while continuing to become a multi-faceted subject matter expert.

Responsibilities:

Communicate complex issues both in writing and verbally to management and internal/external vendors and customers
Knowledge in balancing, reconciling and researching breaks related to our Depositories, Trade Settlement and Transfers
Documents quality issues, performance measures and quality improvements for management review
Generating reports and tracking trend numbers
Coordination with internal and external team members to implement or support ongoing processes
Lead Weekly Team Huddles, focusing on a balance of Engagement and Information.
Work with Management and Team Analysts to complete regularly cadenced key controls for the department, and process as well as provide oversight on non-key controls being processed by junior colleagues. Organization and timeliness are key.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

Minimum 1-3 years experience in wealth management operations
FINRA Registration, or the ability to obtain within 90 days
Experience with Microsoft Applications, particularly Excel, Word, PowerPoint

Core Competencies

Strong analytical and problem-solving skills with a keen attention to detail
Excellent oral and written communication skills
Ability to perform under pressure with competing deadlines

Preferences:

Bachelor’s Degree from an Accredited University
Knowledge of SEC and FINRA Regulations pertaining to Financial Operations

#LPL-PA

#LPL-H1

Pay Range:

$20.85-$34.71/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26

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Refine Your Search

credit advisor jobs in scottsdale, az

Operations Team Lead - Settlements

Senior Operations Specialist

Associate Data Recon Analyst, Performance and Data Recon

Service Team Lead

Financial Advisor

Virtual Personal Banker

Adult Admissions Advisor

Senior Consultant, Client Feedback

AVP, Client Feedback

Credit Solutions Advisor - Raintree and Loop

Servicing Travel Advisor III - Chase Travel (Remote - Tempe, AZ)

Academic Advisor - Student Success & Retention

Admissions Advisor

Transition Support Partner

Academic Advisor/Student Support Advocate

Relationship Manager

Planning Analyst, Workforce Management

AML Analyst

Credit Solutions Advisor 20th and Camelback

Client Services Specialist II

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