Family Advisor Jobs
Family Advisor jobs are open across financial services, healthcare, nonprofit, and social services sectors, from entry-level to senior and director roles, with specializations in estate planning, eldercare coordination, and child and family welfare. Scan the live roles below and apply to whichever ones fit.
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Our associates celebrate lives. We celebrate our associates.
Accountable for serving client families by making at need cemetery arrangements and selling pre-need arrangements. The Family Service Counselor serves families by providing exemplary personalized service and plays an essential role in generating revenue for the cemetery as well as acting as the primary contact for families.Job Responsibilities
Lead Generation
- Holds self-accountable for prospecting a minimum of 1-2 hours each day
- Obtains referrals from families served by the location
- Networks and builds community and civic relationships
- Explains and presents presentations to families served and referred families
- Maintains and tracks activity levels to ensure productivity
Build Relationships with Families
- Responds to client inquiries in a timely, respectful, sensitive and professional manner
- Connects with families through listening, honest communication and genuine concern
- Develops an understanding of each family’s unique needs and offers solutions that provide value to them
- Stays in touch with families to ensure satisfaction
- Prepares for all appointments and performs all procedures with professionalism and attention to detail
- Follows through on all customer problems and requests
- Builds trust-based relationships to earn the right to ask for referrals
- Earns the right to gain referrals to offer protection to protect family members, and the family’s relatives and friends, by educating them on the benefits of pre-planning
Teamwork
- Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in the future
- Collaborates and teams with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality service
- Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales
- Shares family concerns with rest of the SCI team
Minimum Requirements
Education
- High school diploma or equivalent
- 1-2 years of college or an equivalent of education and experience
Experience
- High school equivalency and 1-2 years of college or an equivalent of education and experience
- 1-2 years of customer service or sales industry experience preferred
Licenses
- Current state/province issued driver’s license with an acceptable driving record
Knowledge, Skills and Abilities
- Must be able to pass the Company’s internal presentation certification within thirty days of hire
- Ability to work a number of evenings and or weekends every month
- Ability to drive frequently
- Ability to obtain and maintain an insurance license if required by state/province
- Flexible hours but, at times must have the ability to work up to 12 hours in a day
- Ability to treat others with empathy and respect
- Knowledge of computers and some software
- Customer service skills
Target Total Cash 78,000 Base pay hourly rate 16.00. This role is eligible for Commissions based on exceeding defined quotas. Commission plan includes biweekly, monthly, and rolling three month commissions.
Medical Dental Vision Flexible Spending Accounts (health care and dependent care) *Health Savings Account with Company Contribution Sick Leave Short-Term Disability Long-Term Disability Life Insurance Voluntary Accidental Death or Dismemberment Insurance Dependent Life Insurance SCI 401(k) Retirement Savings Plan with Company match *Employee Assistance Program
#SCI
Postal Code: 11758 Category (Portal Searching): Sales Job Location: US-NY - MassapequaOur associates celebrate lives. We celebrate our associates.
Accountable for serving client families by making at need cemetery arrangements and selling pre-need arrangements. The Family Service Counselor serves families by providing exemplary personalized service and plays an essential role in generating revenue for the cemetery as well as acting as the primary contact for families.Job Responsibilities
Lead Generation
- Holds self-accountable for prospecting a minimum of 1-2 hours each day
- Obtains referrals from families served by the location
- Networks and builds community and civic relationships
- Explains and presents presentations to families served and referred families
- Maintains and tracks activity levels to ensure productivity
Build Relationships with Families
- Responds to client inquiries in a timely, respectful, sensitive and professional manner
- Connects with families through listening, honest communication and genuine concern
- Develops an understanding of each family’s unique needs and offers solutions that provide value to them
- Stays in touch with families to ensure satisfaction
- Prepares for all appointments and performs all procedures with professionalism and attention to detail
- Follows through on all customer problems and requests
- Builds trust-based relationships to earn the right to ask for referrals
- Earns the right to gain referrals to offer protection to protect family members, and the family’s relatives and friends, by educating them on the benefits of pre-planning
Teamwork
- Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in the future
- Collaborates and teams with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality service
- Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales
- Shares family concerns with rest of the SCI team
Minimum Requirements
Education
- High school diploma or equivalent
- 1-2 years of college or an equivalent of education and experience
Experience
- High school equivalency and 1-2 years of college or an equivalent of education and experience
- 1-2 years of customer service or sales industry experience preferred
Licenses
- Current state/province issued driver’s license with an acceptable driving record
Knowledge, Skills and Abilities
- Must be able to pass the Company’s internal presentation certification within thirty days of hire
- Ability to work a number of evenings and or weekends every month
- Ability to drive frequently
- Ability to obtain and maintain an insurance license if required by state/province
- Flexible hours but, at times must have the ability to work up to 12 hours in a day
- Ability to treat others with empathy and respect
- Knowledge of computers and some software
- Customer service skills
Target Total Cash 78,000 Base pay hourly rate 16.00. This role is eligible for Commissions based on exceeding defined quotas. Commission plan includes biweekly, monthly, and rolling three month commissions.
Medical Dental Vision Flexible Spending Accounts (health care and dependent care) *Health Savings Account with Company Contribution Sick Leave Short-Term Disability Long-Term Disability Life Insurance Voluntary Accidental Death or Dismemberment Insurance Dependent Life Insurance SCI 401(k) Retirement Savings Plan with Company match *Employee Assistance Program
#SCI
Postal Code: 11758 Category (Portal Searching): Sales Job Location: US-NY - MassapequaFamily Advisor Jobs by Experience Level
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Find Family Advisor JobsFamily Advisor Job Market
Who's Hiring
- Alba Ministries13
- Service Corporation International11
- NorthStar Memorial6
- Foundation Partners3
- Parcion Private Wealth2
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in family advisor jobs.
- Bachelor's degree in social work, counseling, psychology, finance, or a related field
- Experience conducting client assessments, care planning, or financial needs analysis
- Strong knowledge of community resources, benefit programs, or financial planning principles
- Active state licensure or certification such as LCSW, CFP, or CCM preferred
- Proficiency with case management software or customer relationship management tools
- Demonstrated ability to manage a caseload and maintain accurate client documentation
Tips for Your Family Advisor Job Search
Tailor your resume for each setting
Family advisor roles in financial planning read differently from those in social services or eldercare. Adjust your resume so the skills you highlight match the sector, client caseload management for social services, assets under advisement for finance-side roles.
Highlight licensure and certifications upfront
Employers in this field scan for credentials fast. Place any relevant licenses, CFP, LCSW, case management certifications, in a dedicated section at the top of your resume so hiring managers don't have to hunt for them.
Apply early to roles that fit
Migrate Mate lists family advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare outcome-driven interview examples
Interviewers for family advisor positions often ask behavioral questions about difficult client situations. Prepare two or three specific examples where you navigated a family conflict, coordinated care across multiple parties, or helped a client reach a financial or personal milestone.
Research the employer's client population
Family advisor is used across very different client bases, aging adults, at-risk youth, high-net-worth families. Before your interview, find out exactly who the employer serves so your answers reflect familiarity with that population's real pressures and needs.
Negotiate total compensation, not just base pay
Many family advisor roles include productivity bonuses, case-load incentives, or continuing education reimbursements that don't appear in the base offer. Ask about these components specifically during the offer stage rather than accepting the first number presented.
Family Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most family advisors?
The companies hiring the most family advisors right now include Alba Ministries, Service Corporation International, and NorthStar Memorial, with the largest share of openings in California, Florida, and Wisconsin, based on current listings on Migrate Mate as of November 2026. Roles are spread across financial services firms, healthcare systems, and nonprofit family service organizations.
How many family advisor jobs are remote?
About 50% of family advisor openings are fully remote or hybrid as of November 2026, with remote work most common in financial planning and benefits counseling sub-roles. Positions focused on in-person case management, home visits, or crisis intervention are almost always on-site or in a hybrid arrangement.
How do you become a family advisor?
Start with a bachelor's degree in social work, counseling, psychology, or financial planning, since most employers require a field-related credential. Gain direct client-facing experience through internships, entry-level case management, or financial services support roles. Pursue relevant licensure, such as a social work license or CFP designation, once you have the required supervised hours, as credentialed candidates move through hiring faster.
Can you get hired as a family advisor with little experience?
Yes, entry-level family advisor roles exist, particularly in nonprofit organizations, government social service agencies, and financial services firms with structured training programs. Emphasize internship hours, volunteer work with families, any client-facing customer service experience, and completed coursework in counseling or finance. Employers in high-need areas often hire candidates who show strong interpersonal skills and a willingness to work toward licensure on the job.
What does the family advisor interview process look like?
Most employers conduct a phone screen followed by one or two in-person or video rounds. The first interview typically covers your background and approach to working with families under stress. A second round often includes scenario-based questions or a case study where you walk through how you would handle a specific client situation. Some organizations, particularly in social services, require references and a background check before extending an offer.
Where can I find and apply to family advisor jobs?
You can find and apply to family advisor jobs on Migrate Mate, which lists current openings from across the United States in one place. Search for roles that match your background and experience level, then apply directly to each listing that fits.
See All 49 Family Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
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