Mortgage and Protection Advisor Jobs

Mortgage and Protection Advisor jobs are open across banking, independent brokerages, and insurance firms, from junior advisor to senior consultant, with specializations in residential mortgages, life and income protection, and whole-of-market advising. See the openings below and apply to the ones that match your experience.

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Overview

Open roles1,718+
Top stateTexas
Top employerWalmart
Top cityHouston, TX
Work type46% On-site
Top industryConsulting

Showing 5 of 1,718+ Mortgage and Protection Advisor jobs

Data Protection Specialist
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New 1h ago
Data Protection Specialist
AbbVie
South San Francisco, California
Project Management
Software Engineering
Technical Product & Program Management
$85k - $162k/yr
Hybrid
Master's degree
10,000+

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Fire Protection Engineer
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New 1h ago
Fire Protection Engineer
Strategic Mission Critical
Dallas, Texas
Electrical Engineering
Engineering (Non-Software)
Mechanical Engineering
$90k - $225k/yr
Hybrid
Bachelor's degree in engineering

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Environmental Protection Specialist- DIRECT HIRE
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New 2h ago
Environmental Protection Specialist- DIRECT HIRE
US Federal Transit Administration
Washington, District of Columbia
Business Operations
Project & Program Management
Project Management
$122k - $187k/yr
Hybrid
Military encouraged

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Retail Asset Protection Specialist (Full Time)
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New 2h ago
Retail Asset Protection Specialist (Full Time)
Wayfair
Yonkers, New York
Business Operations
Human Resources (HR) — Generalist
Recruiting & Talent Acquisition
On-Site
10,000+

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Assets Protection Team Leader
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New 5h ago
Assets Protection Team Leader
Target
Manalapan, New Jersey
Compliance & Risk
Project Management
Security & Protective Services
$24.5 - $41.65/hr
High school diploma or GED
10,000+

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Mortgage and Protection Advisor Job Market

Who's Hiring

  • Walmart57
  • Sargent & Lundy50
  • LaBella Associates26
  • Avangrid24
  • Target22

Top Industries Hiring

  • Consulting & Professional Services103
  • Construction & Real Estate40
  • Insurance17
  • Retail14
  • Energy12

What Employers Look For

The qualifications that appear most often in mortgage and protection advisor jobs.

  • CeMAP qualification or recognized equivalent mortgage advice credential
  • Experience advising clients on residential mortgage products and lender criteria
  • Demonstrated ability to sell life, income protection, and critical illness cover
  • Knowledge of FCA regulations and compliance requirements for mortgage advice
  • Proficiency with CRM systems and financial planning or sourcing software
  • Strong written and verbal communication skills for client-facing advisory roles

Tips for Your Mortgage and Protection Advisor Job Search

Lead your resume with regulated credentials

Hiring managers in this field scan for CeMAP, CeRER, or equivalent qualifications before reading anything else. List your regulatory credentials at the top of your resume, above your work history, so they're impossible to miss during a quick screen.

Quantify protection sales without naming clients

Describe your protection conversion rates, average policy values, or book growth in percentage terms rather than naming clients or firms. This satisfies compliance concerns while giving employers the performance signal they need to shortlist you.

Filter openings by advice model and lender panel

Whole-of-market roles and restricted-panel roles require different skills and carry different day-to-day responsibilities. When you search for openings, check whether the firm is whole-of-market or tied, and target the listings that match how you've been practicing.

Apply early to roles that fit

Migrate Mate lists mortgage and protection advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.

Prepare a compliant fact-find example for interviews

Many hiring interviews include a role-play where you walk through a client fact-find. Prepare a clean, structured example that shows how you assess affordability, protection gaps, and suitability in one client conversation, without revealing any real client details.

Follow up with a note referencing the client outcome

After an interview, send a follow-up that references a specific scenario you discussed and briefly connects it to a client outcome from your experience. This keeps your name top of mind and demonstrates that you think in terms of client results, not just process.

Mortgage and Protection Advisor Jobs: Frequently Asked Questions

Which companies are hiring the most mortgage and protection advisors?

Walmart, Sargent & Lundy, and LaBella Associates are hiring the most mortgage and protection advisors right now, with openings concentrated in Texas, California, and New York, based on current listings on Migrate Mate as of November 2026. Volume tends to increase when interest rate conditions shift and consumer remortgaging activity picks up.

How many mortgage and protection advisor jobs are remote?

About 54% of mortgage and protection advisor openings are fully remote or hybrid as of November 2026, with remote arrangements most common for experienced advisors who have an established client base. Roles that focus exclusively on protection sales or telephone-based mortgage advice tend to be more remote-compatible than branch-based or new-business development positions.

How do you become a mortgage and protection advisor?

Start by completing a recognized mortgage advice qualification such as CeMAP or an equivalent regulated credential, which is required to give regulated mortgage advice. Most advisors then join a firm as a trainee or mortgage administrator to gain supervised practice hours before advising clients independently. Adding a protection qualification, such as CeRER or a Certificate in Financial Planning focused on protection, broadens the roles available to you and increases your earning potential once qualified.

Can you get a mortgage and protection advisor job with little experience?

Yes, many firms hire candidates who hold the relevant qualifications but have limited advising experience, particularly for trainee advisor or mortgage advisor support roles. Emphasizing your time in customer-facing financial services, such as banking, insurance, or estate agency, helps demonstrate client handling skills. Firms that offer an employed model with leads provided are generally more open to developing advisors than self-employed introducer models, which typically require an established client base.

What does the mortgage and protection advisor interview process look like?

The process usually begins with a phone or video screen focused on your regulatory status and experience with mortgage products. A second stage often includes a structured competency interview covering client scenarios, compliance awareness, and how you approach protection conversations. Many employers also run a role-play exercise where you conduct a short fact-find with a mock client, demonstrating how you identify needs, explain products, and document suitability before moving to a recommendation.

Where can I find and apply to mortgage and protection advisor jobs?

You can find and apply to mortgage and protection advisor jobs on Migrate Mate, which lists current openings from across the United States in one place. Search the listings to find roles that match your qualifications and advice model, then apply directly to each one that fits your experience and location preferences.

See All 1,718+ Mortgage and Protection Advisor Jobs

Find roles that match your experience and apply in just a few clicks.

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