Personal Advisor Jobs
Personal Advisor jobs are open across financial services, healthcare, education, and nonprofit sectors, from entry-level to senior and director roles, with specializations in financial planning, benefits counseling, and student services. See the openings below and apply to the ones that match your experience.
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Showing 5 of 37+ Personal Advisor jobs
General Information:
Primary Location: Lakewood Ranch
Employee Status: Full-Time
Workplace Type: Fully On-Site
Travel: More than 50% within assigned region
Who we are:
At LMCU, you'll find more than just a job - discover a fulfilling career where your contributions truly matter. Join our talented team at Lake Michigan Credit Union and discover the difference an employer who puts people first can make in your career and life.
About this position:
LMCU is looking for a Personal Banking Advisor who will serve as a financial consultant and advocate for LMCU's members including both new and existing consumer and business clients. This role focuses on meeting members' financial needs by providing expert guidance, actively cross-selling LMCU products, and delivering exceptional service. Personal Banking Advisors are responsible for setting up new accounts, processing loans, and assisting with a variety of financial products while building long-term relationships with members to help all members achieve their dreams for a lifetime. The role requires strong consultative skills, a commitment to service excellence, and the ability to meet individual and branch goals. This role requires excellent attention to detail, superior verbal and written communication skills and the ability to provide solutions through exceptional critical thinking abilities.
What you’ll do:
Member Experience
- Promote strong member interactions by establishing trust and rapport with members, ensuring a personalized and consultative approach to addressing their financial needs.
- Educate and inform members on LMCU products and services that meet their financial goals, identifying opportunities to cross-sell relevant products, such as loans, credit cards, second mortgages, and other banking services.
- Demonstrate critical thinking and problem-solving skills to identify solutions that meet members' needs while mitigating risks to both LMCU and its members.
- Build relationships with members, ensuring high-quality service that encourages member retention and satisfaction.
- Resolve conflicts and de-escalate unfavorable situations, maintaining a high level of professionalism, empathy, and care in every interaction.
- Self-manage prioritization and organization of tasks, ensuring timely follow-ups and ensuring accuracy in all dealings with members.
- Ensure compliance with LMCU’s policies and regulatory requirements when processing financial transactions, managing sensitive member data, and maintaining security standards.
Product Promotion/Growth
- Consult with both consumer and business members, demonstrating the ability to accurately process new consumer accounts, loans, credit cards, second mortgages, HSA or IRA accounts, and business account products.
- Actively contribute to branch goals by meeting individual sales and customer service targets, promoting LMCU products that meet the financial needs of members.
- Represent LMCU in the community by participating in sponsored events or on-site business employer group sessions, building brand awareness and promoting LMCU services.
- Identify opportunities to refer members to other LMCU departments, such as Mortgage, Wealth, Premier, Insurance, Treasury, and Commercial services, to enhance member satisfaction and branch growth.
Leadership & Development
- Mentor and coach peers recognizing opportunities to share best practices for referrals, product knowledge, and sales techniques.
- Actively participate in LMCU projects, initiatives, and culture, promoting core values such as PRIDE, I AM LMCU, and upholding LMCU’s service standards.
- Adapt to changing branch needs, maintaining composure and effectiveness in a dynamic work environment, and contributing to problem-solving when faced with new challenges.
- Assist in various aspects of branch operations as needed, including processing transactions, handling vault responsibilities, and taking on supervisor duties during Saturday shifts or other peak times.
What you’ll bring:
- Three years to five years of similar or related experience, including preparatory experience.
- High school diploma or equivalent (required), with additional coursework or banking experience preferred.
- Michigan Resident Producer Credit Insurance License required for all Michigan-based employees. External candidates without current licensure must successfully complete the licensing examination and provide proof of certification within 90 days of hire.
- Ability to become registered through NMLS and achieve notary certification through the county.
- Strong interpersonal and communication skills to effectively engage with members and provide personalized financial solutions.
- In-depth knowledge of LMCU products and services, with the ability to process consumer and business accounts and loans accurately.
- Proven ability to meet sales targets and contribute to branch goals in a results-driven environment.
- Exceptional problem-solving and conflict resolution skills, with the ability to handle challenging situations calmly and professionally.
- Adaptability and a flexible approach to meeting changing needs and demands in the branch.
What you’ll get:
- All Employees: weekly pay and retirement savings options.
- Full Time Employees: comprehensive health coverage including medical (with prescription), dental, vision, HSA match, paid parental leave, and tuition reimbursement. To see a full list of our benefit offerings, check out this helpful guide!
Have additional questions about the role? Email the Talent Acquisition Team at: Careers@lmcu.org.
If you lack access to the internet or require an accommodation in the application process, please send your resume via mail to P.O. Box 2848, Grand Rapids, MI 49501-2848.
LMCU is an Equal Opportunity Employer
General Information:
Primary Location: Lakewood Ranch
Employee Status: Full-Time
Workplace Type: Fully On-Site
Travel: More than 50% within assigned region
Who we are:
At LMCU, you'll find more than just a job - discover a fulfilling career where your contributions truly matter. Join our talented team at Lake Michigan Credit Union and discover the difference an employer who puts people first can make in your career and life.
About this position:
LMCU is looking for a Personal Banking Advisor who will serve as a financial consultant and advocate for LMCU's members including both new and existing consumer and business clients. This role focuses on meeting members' financial needs by providing expert guidance, actively cross-selling LMCU products, and delivering exceptional service. Personal Banking Advisors are responsible for setting up new accounts, processing loans, and assisting with a variety of financial products while building long-term relationships with members to help all members achieve their dreams for a lifetime. The role requires strong consultative skills, a commitment to service excellence, and the ability to meet individual and branch goals. This role requires excellent attention to detail, superior verbal and written communication skills and the ability to provide solutions through exceptional critical thinking abilities.
What you’ll do:
Member Experience
- Promote strong member interactions by establishing trust and rapport with members, ensuring a personalized and consultative approach to addressing their financial needs.
- Educate and inform members on LMCU products and services that meet their financial goals, identifying opportunities to cross-sell relevant products, such as loans, credit cards, second mortgages, and other banking services.
- Demonstrate critical thinking and problem-solving skills to identify solutions that meet members' needs while mitigating risks to both LMCU and its members.
- Build relationships with members, ensuring high-quality service that encourages member retention and satisfaction.
- Resolve conflicts and de-escalate unfavorable situations, maintaining a high level of professionalism, empathy, and care in every interaction.
- Self-manage prioritization and organization of tasks, ensuring timely follow-ups and ensuring accuracy in all dealings with members.
- Ensure compliance with LMCU’s policies and regulatory requirements when processing financial transactions, managing sensitive member data, and maintaining security standards.
Product Promotion/Growth
- Consult with both consumer and business members, demonstrating the ability to accurately process new consumer accounts, loans, credit cards, second mortgages, HSA or IRA accounts, and business account products.
- Actively contribute to branch goals by meeting individual sales and customer service targets, promoting LMCU products that meet the financial needs of members.
- Represent LMCU in the community by participating in sponsored events or on-site business employer group sessions, building brand awareness and promoting LMCU services.
- Identify opportunities to refer members to other LMCU departments, such as Mortgage, Wealth, Premier, Insurance, Treasury, and Commercial services, to enhance member satisfaction and branch growth.
Leadership & Development
- Mentor and coach peers recognizing opportunities to share best practices for referrals, product knowledge, and sales techniques.
- Actively participate in LMCU projects, initiatives, and culture, promoting core values such as PRIDE, I AM LMCU, and upholding LMCU’s service standards.
- Adapt to changing branch needs, maintaining composure and effectiveness in a dynamic work environment, and contributing to problem-solving when faced with new challenges.
- Assist in various aspects of branch operations as needed, including processing transactions, handling vault responsibilities, and taking on supervisor duties during Saturday shifts or other peak times.
What you’ll bring:
- Three years to five years of similar or related experience, including preparatory experience.
- High school diploma or equivalent (required), with additional coursework or banking experience preferred.
- Michigan Resident Producer Credit Insurance License required for all Michigan-based employees. External candidates without current licensure must successfully complete the licensing examination and provide proof of certification within 90 days of hire.
- Ability to become registered through NMLS and achieve notary certification through the county.
- Strong interpersonal and communication skills to effectively engage with members and provide personalized financial solutions.
- In-depth knowledge of LMCU products and services, with the ability to process consumer and business accounts and loans accurately.
- Proven ability to meet sales targets and contribute to branch goals in a results-driven environment.
- Exceptional problem-solving and conflict resolution skills, with the ability to handle challenging situations calmly and professionally.
- Adaptability and a flexible approach to meeting changing needs and demands in the branch.
What you’ll get:
- All Employees: weekly pay and retirement savings options.
- Full Time Employees: comprehensive health coverage including medical (with prescription), dental, vision, HSA match, paid parental leave, and tuition reimbursement. To see a full list of our benefit offerings, check out this helpful guide!
Have additional questions about the role? Email the Talent Acquisition Team at: Careers@lmcu.org.
If you lack access to the internet or require an accommodation in the application process, please send your resume via mail to P.O. Box 2848, Grand Rapids, MI 49501-2848.
LMCU is an Equal Opportunity Employer
Personal Advisor Jobs by Experience Level
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Find Personal Advisor JobsPersonal Advisor Job Market
Who's Hiring
Top Industries Hiring
- Human Resources
What Employers Look For
The qualifications that appear most often in personal advisor jobs.
- Bachelor's degree in a related field such as finance, counseling, education, or social work
- One to three years of direct client advising, case management, or customer service experience
- Strong verbal and written communication skills for one-on-one and group client interactions
- Proficiency with CRM systems, case management software, or student information systems
- Active or ability to obtain relevant licensure such as Series 65, CFP, or state-specific credentials
- Demonstrated ability to manage a high-volume caseload while maintaining accurate documentation
Tips for Your Personal Advisor Job Search
Tailor your resume to each specialty
Personal advisor roles in financial services emphasize compliance and client portfolio outcomes, while those in higher education focus on caseload management and retention metrics. Adjust your bullet points to reflect the language of the specific sector you're targeting.
Lead with client outcome numbers
Hiring managers in this field respond to measurable impact, not just duties. Quantify caseload size, client satisfaction scores, or retention improvements you drove. Advisors who show concrete results move faster through screening than those who list responsibilities.
Get the certification your target sector expects
Financial advisory roles frequently require a Series 65 or CFP credential before interviews progress. Student services roles may expect NACADA membership or advising certifications. Research the standard for your target subsector and address any gaps before applying.
Apply early to roles that fit
Migrate Mate lists personal advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for scenario-based interview questions
Interviewers for personal advisor positions almost always ask how you handled a difficult client situation or a conflicting set of stakeholder needs. Prepare two or three specific stories using the situation, action, and result structure before your first round.
Negotiate total compensation, not just base pay
Personal advisor offers often include professional development stipends, licensing reimbursements, and caseload incentives that vary widely between employers. Ask about each component explicitly during the offer stage, since those extras can differ more than the base figures do.
Personal Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most personal advisors?
Houchens Insurance Group / Curneal Hignite Insurance, Verve, a Credit Union, and JPMorganChase are hiring the most personal advisors right now, with openings concentrated in Kentucky, Missouri, and Wisconsin, based on current listings on Migrate Mate as of November 2026. Demand is strongest in financial services and higher education institutions.
How many personal advisor jobs are remote?
About 91% of personal advisor openings are fully remote or hybrid as of November 2026, though availability depends heavily on the sector. Financial wellness and benefits advising roles tend to offer the most remote flexibility, while student services and in-person case management positions are more commonly on-site.
How do you become a personal advisor?
Start by earning a bachelor's degree in a field relevant to your target sector, such as finance, counseling, social work, or education. Build client-facing experience through internships, entry-level case management, or customer service roles. Then pursue any sector-specific credentials your target employers require, such as a CFP designation for financial advising or state licensure for insurance-linked roles.
Can you get hired as a personal advisor with little experience?
Yes, entry-level personal advisor roles exist in higher education advising, nonprofit case management, and financial services support. Employers in those areas often hire candidates with strong communication skills, relevant coursework, and internship experience in lieu of full professional history. Highlighting any direct client interaction, volunteer advising, or peer counseling work strengthens an application significantly.
What does the personal advisor interview process look like?
Most personal advisor interviews involve a phone or video screen, followed by one or two rounds with a hiring manager and sometimes a panel from the advising team. Expect scenario questions about handling difficult client situations, managing competing priorities, and maintaining documentation accuracy. Some employers add a role-play exercise or a written case study to assess advising judgment before extending an offer.
Where can I find and apply to personal advisor jobs?
You can find and apply to personal advisor jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level and specialization, then apply directly to each listing that fits.
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Find roles that match your experience and apply in just a few clicks.
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