Mid Level Personal Advisor Jobs
Mid level personal advisor jobs go to professionals ready to own client relationships end to end, guide junior staff, and make recommendations with minimal oversight. Roles cover Staffing & Recruiting, Law & Legal Services, and Sports & Recreation, with a mix of on-site, remote, and hybrid settings, and employers like Jobot, Garces, Grabler & LeBrocq, and Crunch Fitness hiring at this level now.
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Showing 5 of 58+ Mid Level Personal Advisor jobs
At Summit Credit Union, we’re all about people helping people—while building futures, confidence, and financial wellness along the way. As a Senior Universal Banker at our Hartford branch, you’ll be at the center of that mission. You won’t just work in banking, you’ll shape financial journeys, spark positive change, and grow your own career in an environment that celebrates innovation, inclusivity, and community. If you want a role where your impact is real, your voice is heard, and your growth is supported, Summit is where you’ll want to be.
What You’ll Do & The Impact You’ll Make
As a Senior Universal Banker, you’ll be the go‑to financial guide for members. You will:
- Lead financial conversations with members to help them navigate everyday banking, major life decisions, and long‑term goals.
- Build relationships that create lifelong members through trust, empathy, and outstanding service.
- Provide expert support on accounts, loans, digital banking tools, and personalized financial solutions.
- Mentor and support Universal Bankers, helping elevate the member experience and team performance.
- Solve problems creatively, from helping a member improve their credit to guiding them through a big purchase or budget.
- Drive branch success through sales, service excellence, and smart decision‑making.
Your impact matters.
Every conversation could help someone buy their first home, improve their financial confidence, or finally breathe easier about money. Your work directly helps build stronger members and stronger communities.
What You’ll Bring
- 3+ years of sales or customer service experience (or related higher education).
- High school diploma or equivalent required.
- Ability to obtain and maintain an NMLS number.
- Strong communication and interpersonal skills that reflect Summit’s positive, member‑focused culture.
- Adaptability and sound judgment to handle unique daily challenges within established guidelines.
- Active listening skills and a commitment to fully understanding and resolving member needs.
- Ability to build relationships and communicate proactively with members and non‑members.
- High attention to detail, with consistent follow‑up and follow‑through.
- Comfort using the Microsoft Office Suite and digital tools.
- Basic math skills and readiness to learn more complex financial concepts.
Why You’ll Love Working Here
We take care of our people—because when our employees thrive, our members do too.
Our perks include:
- Excellent health insurance options to support you and your family
- 401(k) with employer match to help you invest in your future
- Generous paid time off so you can recharge and live your life
- Paid holidays and wellness-focused benefits
- Opportunities for professional growth and leadership development
- A people-first culture that values inclusion, purpose, and impact
- And more benefits designed to support you—at work and beyond
Our Commitment
At Summit Credit Union, different makes us better. We are proud to be an Equal Employment Opportunity employer and are committed to building a diverse, inclusive workplace where everyone belongs and can do their best work.
Ready to Make an Impact?
If you’re passionate about leading people, strengthening communities, and helping members achieve homeownership with confidence—we’d love to meet you.
Additional Information
- Physical Demands of Position: While performing the duties of this job, the employee is continuously required to stand, walk and sit, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 40 pounds.
- Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Saturday hours required.
- Equipment Used: Computer terminal/PC, calculator, printer/copiers, telephone.
EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
At Summit Credit Union, we’re all about people helping people—while building futures, confidence, and financial wellness along the way. As a Senior Universal Banker at our Hartford branch, you’ll be at the center of that mission. You won’t just work in banking, you’ll shape financial journeys, spark positive change, and grow your own career in an environment that celebrates innovation, inclusivity, and community. If you want a role where your impact is real, your voice is heard, and your growth is supported, Summit is where you’ll want to be.
What You’ll Do & The Impact You’ll Make
As a Senior Universal Banker, you’ll be the go‑to financial guide for members. You will:
- Lead financial conversations with members to help them navigate everyday banking, major life decisions, and long‑term goals.
- Build relationships that create lifelong members through trust, empathy, and outstanding service.
- Provide expert support on accounts, loans, digital banking tools, and personalized financial solutions.
- Mentor and support Universal Bankers, helping elevate the member experience and team performance.
- Solve problems creatively, from helping a member improve their credit to guiding them through a big purchase or budget.
- Drive branch success through sales, service excellence, and smart decision‑making.
Your impact matters.
Every conversation could help someone buy their first home, improve their financial confidence, or finally breathe easier about money. Your work directly helps build stronger members and stronger communities.
What You’ll Bring
- 3+ years of sales or customer service experience (or related higher education).
- High school diploma or equivalent required.
- Ability to obtain and maintain an NMLS number.
- Strong communication and interpersonal skills that reflect Summit’s positive, member‑focused culture.
- Adaptability and sound judgment to handle unique daily challenges within established guidelines.
- Active listening skills and a commitment to fully understanding and resolving member needs.
- Ability to build relationships and communicate proactively with members and non‑members.
- High attention to detail, with consistent follow‑up and follow‑through.
- Comfort using the Microsoft Office Suite and digital tools.
- Basic math skills and readiness to learn more complex financial concepts.
Why You’ll Love Working Here
We take care of our people—because when our employees thrive, our members do too.
Our perks include:
- Excellent health insurance options to support you and your family
- 401(k) with employer match to help you invest in your future
- Generous paid time off so you can recharge and live your life
- Paid holidays and wellness-focused benefits
- Opportunities for professional growth and leadership development
- A people-first culture that values inclusion, purpose, and impact
- And more benefits designed to support you—at work and beyond
Our Commitment
At Summit Credit Union, different makes us better. We are proud to be an Equal Employment Opportunity employer and are committed to building a diverse, inclusive workplace where everyone belongs and can do their best work.
Ready to Make an Impact?
If you’re passionate about leading people, strengthening communities, and helping members achieve homeownership with confidence—we’d love to meet you.
Additional Information
- Physical Demands of Position: While performing the duties of this job, the employee is continuously required to stand, walk and sit, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 40 pounds.
- Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Saturday hours required.
- Equipment Used: Computer terminal/PC, calculator, printer/copiers, telephone.
EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
See All 58 Mid Level Personal Advisor Jobs
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Find JobsMid Level Personal Advisor Job Market
Who's Hiring
- Jobot25
- Garces, Grabler & LeBrocq8
- Crunch Fitness5
- EvenUp2
- The Hartford2
Top Industries Hiring
- Staffing & Recruiting25
- Law & Legal Services10
- Sports & Recreation6
- Technology & Software6
- Insurance3
Mid Level Personal Advisor Jobs: Frequently Asked Questions
How do I get a mid level personal advisor job?
Position yourself around ownership, not just task completion. Highlight client portfolios you managed independently, decisions you led, and measurable outcomes you drove. Tailor your resume to show progression in scope and responsibility. Mid level roles go to candidates who demonstrate they can operate without constant direction, so lead with examples where you took initiative and delivered results on your own.
Which companies hire mid level personal advisors?
Companies hiring mid level personal advisors right now include Jobot, Garces, Grabler & LeBrocq, and Crunch Fitness, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from financial services firms, wealth management practices, insurance groups, and large consumer-facing organizations that need advisors with enough experience to handle complex client needs independently.
Are there remote mid level personal advisor jobs?
Yes, though the role remains more in-person than many professional fields. About 42% of mid level personal advisor openings are remote or hybrid as of November 2026, reflecting employer appetite for experienced advisors who can build and maintain client trust without being on-site every day. Hybrid arrangements are common across financial services and insurance sectors.
How do I move up to a mid level personal advisor role?
The path runs through deepening your expertise and expanding the scope of work you own. Early-career advisors who take on more complex client situations, seek out stretch assignments, and build measurable results over time position themselves for mid level consideration. Demonstrating that you can manage a client relationship from start to finish, mentor newer colleagues, and contribute to team goals without close supervision accelerates the move up.
Which industries hire the most mid level personal advisors?
Mid Level personal advisor roles concentrate in Staffing & Recruiting, Law & Legal Services, and Sports & Recreation, based on current listings on Migrate Mate as of November 2026. These sectors rely on experienced advisors to maintain long-term client relationships and handle more complex advisory work, creating steady mid level demand that entry-level hiring alone cannot fill.