Raymond James
The SBL Solutions Advisor provides sales‑aligned advisory support for Securities Based Lines of Credit opportunities, helping Financial Advisors and sales partners structure and advance appropriate loans. The role involves consulting on loan structure, collateral, documentation, and borrower setup, and intervening on stalled or complex deals.
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Raymond James.
Raymond James didn’t post a salary, so this is our estimate from similar listings.
106% above the average for this role
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Securities Borrowing and Lending (SBL) Expert
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