Advisor Loan Consultant

The Opportunity

As an Advisor Loan Consultant, you will work directly with the Head of MMLIS Advisor Loans and Transitions to develop practice assessment capabilities for both EXP GDC Wealth Recruits and Practice Acquisition candidates. This will include detailed financial assessments, loan structures and break evens, sensitivity analysis and coordination of these efforts across the necessary home office partners.

At MM Wealth Management, we understand that the financial landscape is constantly evolving. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations. Whether it’s advice on investment strategies, retirement planning, estate planning, lending and banking, or trust services, our goal is to provide innovative and effective solutions that positively impact advisors and clients.

We are committed to transforming the way our clients manage their wealth and plan for the future.

Align with the Head of MMLIS Advisor Loans & Transitions on:

• Responsible for analysis, reporting and problem solving as it relates to all advisor loan programs administered through MMLIS.
• Produces detailed reports and report summaries through the recruit deal generation process to allow for informed decision making on each candidate. With general guidance responsible for the collection, organization, analysis, and dissemination of significant amounts of information with attention to detail and accuracy.
• Interpret loan profitability requirements into meaningful insights to allow for rapid decision making.
• Identification/development of key performance indicators applicable to analysis.
• Profile, categorize, and analyze quality of data. Derive meaningful insights through visualizations for the governance team.
• Develop presentation materials, and meeting collateral for Advisor Loan programs.
• Consult while providing directional guidance to data users.
• Perform reporting and system testing related to system enhancements in scheduled time frames.

• 4+ years’ experience in a client‑facing role within financial services (e.g., wealth management, financial planning, private banking, or investment solutions)
• 3+ years' experience working with Microsoft Excel
• 1+ years of experience working cross‑functionally with field partners (career agents, financial advisors, RIAs, BDs, or general agencies), with a focus on relationship management
• High School Diploma
• Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

• Experience in client-facing analytics, strategy consulting, or financial analysis
• Experience working with clients, advising on marketing/business performance, and influencing decisions with insights and measurement.
• Ability to analyze datasets, identify actionable insights, and communicate findings via presentations and/or dashboards.
• Ability to present simple and compelling stories to audiences of all levels.
• Excellent written and verbal communication skills
• Tableau and/or SAS software experience
• Excel VBA experience

• Regular meetings with the MMLIS Advisor Loans & Transitions Team
• Focused one‑on‑one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability‑focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a…