Mortgage and Protection Adviser Jobs
Mortgage and Protection Adviser jobs are open across banks, independent brokerages, and insurance firms, from entry-level adviser to senior consultant and team lead, with specializations in residential lending, life and income protection, and whole-of-market advising. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 31+ Mortgage and Protection Adviser jobs
WealthBridge Financial Group is looking for an experienced Financial Professional who is knowledgeable, driven, and committed to clients, and who wants to make a real difference in people’s financial lives.
In this role, you’ll be a trusted guide for clients. You’ll build personalized financial plans, help them work through important decisions, and keep them on track toward their long-term goals. Your work will include in-depth financial analysis covering investment strategy, risk management, retirement planning, and tax efficiency.
You’re a great fit if you have a strong command of financial products and services and you’re genuinely motivated by helping people succeed. Here, your expertise will deepen client relationships and expand WealthBridge’s reach in the communities we serve across Queens and Brooklyn.
Integrity, innovation, and exceptional service are at the heart of everything we do at WealthBridge. Join us and help individuals and families build stronger, more secure financial futures.
Requirements
Requirements
- Active Life & Health license in New York, in good standing. Additional state licenses are a plus.
- 2+ years of experience selling life insurance, with a proven production track record.
- Strong product knowledge across term, whole life, universal life, and indexed universal life (IUL).
- Consultative sales skills. You can uncover client needs and design solutions for protection, wealth accumulation, and legacy planning.
- An established network or book of business, or a demonstrated ability to generate your own clients through referrals and prospecting.
- Excellent communication and relationship-building skills, with a record of client retention and repeat business.
- Analytical and problem-solving ability to evaluate client situations and present clear, compliant recommendations.
- Comfort with technology, including illustration software, CRM systems, and digital client engagement tools.
Preferred Qualifications
- Bachelor’s degree in finance, economics, business, or a related field
- Experience with advanced markets cases, including premium finance, business succession, executive benefits, or estate planning
- Familiarity with carriers such as National Life, Pacific Life, Prudential, Lincoln, or North American
- Annuity experience and/or securities licenses (SIE, Series 6, 7, 63, 65, or 66)
- Professional designations such as CLU®, ChFC®, LUTCF, or CFP®, or progress toward one
- Interest in building and leading a team
Benefits
- What Sets Us Apart
- You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases.
- Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients.
- Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build.
- We invest in you from day one. That includes licensing support, ongoing training, clear career growth opportunities, and continued professional development as you advance.
- Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact.
- Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.
- Benefits That Take Care of You
- Top-tier health coverage with medical, dental, and vision plans for you and your dependents
- 401(k) with company match to help you build long-term financial security
- Life and disability insurance for added peace of mind
- Wellness programs and mental health resources to support you inside and outside the office
WealthBridge Financial Group is looking for an experienced Financial Professional who is knowledgeable, driven, and committed to clients, and who wants to make a real difference in people’s financial lives.
In this role, you’ll be a trusted guide for clients. You’ll build personalized financial plans, help them work through important decisions, and keep them on track toward their long-term goals. Your work will include in-depth financial analysis covering investment strategy, risk management, retirement planning, and tax efficiency.
You’re a great fit if you have a strong command of financial products and services and you’re genuinely motivated by helping people succeed. Here, your expertise will deepen client relationships and expand WealthBridge’s reach in the communities we serve across Queens and Brooklyn.
Integrity, innovation, and exceptional service are at the heart of everything we do at WealthBridge. Join us and help individuals and families build stronger, more secure financial futures.
Requirements
Requirements
- Active Life & Health license in New York, in good standing. Additional state licenses are a plus.
- 2+ years of experience selling life insurance, with a proven production track record.
- Strong product knowledge across term, whole life, universal life, and indexed universal life (IUL).
- Consultative sales skills. You can uncover client needs and design solutions for protection, wealth accumulation, and legacy planning.
- An established network or book of business, or a demonstrated ability to generate your own clients through referrals and prospecting.
- Excellent communication and relationship-building skills, with a record of client retention and repeat business.
- Analytical and problem-solving ability to evaluate client situations and present clear, compliant recommendations.
- Comfort with technology, including illustration software, CRM systems, and digital client engagement tools.
Preferred Qualifications
- Bachelor’s degree in finance, economics, business, or a related field
- Experience with advanced markets cases, including premium finance, business succession, executive benefits, or estate planning
- Familiarity with carriers such as National Life, Pacific Life, Prudential, Lincoln, or North American
- Annuity experience and/or securities licenses (SIE, Series 6, 7, 63, 65, or 66)
- Professional designations such as CLU®, ChFC®, LUTCF, or CFP®, or progress toward one
- Interest in building and leading a team
Benefits
- What Sets Us Apart
- You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases.
- Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients.
- Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build.
- We invest in you from day one. That includes licensing support, ongoing training, clear career growth opportunities, and continued professional development as you advance.
- Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact.
- Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.
- Benefits That Take Care of You
- Top-tier health coverage with medical, dental, and vision plans for you and your dependents
- 401(k) with company match to help you build long-term financial security
- Life and disability insurance for added peace of mind
- Wellness programs and mental health resources to support you inside and outside the office
See All 31 Mortgage and Protection Adviser Jobs
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Find JobsMortgage and Protection Adviser Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in mortgage and protection adviser jobs.
- Active state mortgage license or NMLS registration required
- Proven experience in residential mortgage origination or protection sales
- CeMAP, Series 65, or equivalent financial planning certification preferred
- Proficiency with loan origination software and CRM platforms
- Strong knowledge of life, income protection, and critical illness products
- Minimum two years of client-facing financial advisory or lending experience
Tips for Your Mortgage and Protection Adviser Job Search
List your licensing front and center
Hiring managers for mortgage and protection adviser roles scan for state licensing and professional certifications before reading anything else. Put your active licenses, issuing states, and any protection-specific qualifications in a dedicated section at the top of your resume.
Quantify your protection conversion rates
Generic claims about sales experience won't move your application forward. Pull your actual conversion rates, average policy values, or client retention figures from your current or most recent role and work them into your bullet points with real context.
Filter openings by lender type before applying
Whole-of-market, tied, and multi-tied roles have fundamentally different day-to-day responsibilities and compliance environments. Know which model fits your background and filter your search accordingly so you're not prepping for the wrong interview.
Apply early to roles that fit
Migrate Mate lists mortgage and protection adviser openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for a client scenario interview
Most mortgage and protection adviser interviews include a live or recorded client scenario where you walk through a needs analysis and protection recommendation. Practice articulating why you prioritized specific products for a given client profile, not just what you recommended.
Negotiate your trail commission structure early
Base versus commission splits and trail commission ownership vary widely between employers, and the difference compounds significantly over time. Ask about trail ownership and renewal terms during the offer stage, before you've accepted and lost negotiating leverage.
Mortgage and Protection Adviser Jobs: Frequently Asked Questions
Which companies are hiring the most mortgage and protection advisers?
US Defense Health Agency, US Department of State Headquarters, and Mt. Hood Community College are hiring the most mortgage and protection advisers right now, with openings concentrated in District of Columbia, New York, and Utah, based on current listings on Migrate Mate as of November 2026. Volume tends to track mortgage origination activity, so hiring typically picks up when refinancing or home purchase demand rises.
How many mortgage and protection adviser jobs are remote?
About 61% of mortgage and protection adviser openings are fully remote or hybrid as of November 2026, with remote arrangements most common in protection-only or telephone-based advice roles. Roles that require in-branch client meetings or involve complex whole-of-market mortgage advice are more likely to be on-site or hybrid.
How do you become a mortgage and protection adviser?
Start by completing a recognized mortgage qualification, such as CeMAP or an equivalent state-approved certification, then register with the NMLS if your state requires it for mortgage origination. Most advisers enter through a junior or trainee role at a brokerage or bank, building a supervised client book before moving to an independent or whole-of-market position. Adding a protection qualification broadens the roles you can apply to.
Can you get hired as a mortgage and protection adviser with little experience?
Many firms hire trainee or apprentice advisers who have passed their licensing exam but have limited client-facing experience, particularly in tied or bank-employed models where supervision is built into the role structure. Demonstrating strong numeracy, any background in financial services or customer-facing sales, and a completed or in-progress certification gives your application the best chance at entry-level openings.
What does the mortgage and protection adviser interview process look like?
The process typically starts with a recruiter or HR screen to verify licensing and basic experience, followed by a competency interview with a regional manager or compliance lead covering client handling and sales methodology. Many employers then run a practical scenario stage where you walk through a live or written client case, recommending mortgage and protection products and justifying your choices before a final offer conversation.
Where can I find and apply to mortgage and protection adviser jobs?
You can find and apply to mortgage and protection adviser jobs on Migrate Mate, which lists current openings from employers across the United States. Search the roles that match your licensing, experience level, and preferred work arrangement, then apply directly to each listing that fits.
See All 31 Mortgage and Protection Adviser Jobs
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