Senior Level Personal Advisor Jobs
Senior level personal advisor jobs carry full ownership of client relationships, advisory strategy, and the junior staff or cross-functional teams that deliver outcomes at scale. Roles are concentrated in Insurance, Technology & Software, and Staffing & Recruiting, with a mix of on-site, remote, and hybrid settings, and employers like HP, YMCA, and Jobot hiring at this level now.
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Open roles6
Top stateNorth Carolina
Top employerHP
Top cityCharlotte, NC
Work type60% On-site
Top industryInsurance
Showing 5 of 6+ Senior Level Personal Advisor jobs
Personal Lines Quality Assurance Analyst (Hybrid)
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Added 1mo ago
Selective Insurance
Personal Lines Quality Assurance Analyst (Hybrid)
Short Hills, New Jersey
Added 1mo ago
Senior Staff Data Scientist, Personal Finance
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Added 2mo ago
Intuit
Senior Staff Data Scientist, Personal Finance
Charlotte, North Carolina
Added 2mo ago
Personal Trainer Tier 4
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Added 2mo ago
YMCA
Personal Trainer Tier 4
Charlotte, North Carolina
Added 2mo ago
Plaintiff Personal Injury Attorney
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Added 3mo ago
Jobot
Plaintiff Personal Injury Attorney
Beverly Hills, California
Added 3mo ago
Vice President, Personal System Alliance Operations
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Added 4mo ago
HP
Vice President, Personal System Alliance Operations
Spring, Texas
Added 4mo ago
Added 1mo ago
Personal Lines Quality Assurance Analyst (Hybrid)
Selective Insurance·Short Hills, New Jersey
Job functions:
$101k - $131k/yr
7+ yrs exp.
Hybrid
Full Time
1,001-5,000 employees
Job Description
About Us:
Education and Experience
At Selective, we don't just insure uniquely, we employ uniqueness.
Selective is a midsized U.S. domestic property and casualty insurance company with a history of strong, consistent financial performance for nearly 100 years. Selective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2025 and certification as a Great Place to Work® in 2025 for the sixth consecutive year.
Employees are empowered and encouraged to Be Uniquely You by being their true, unique selves and contributing their diverse talents, experiences, and perspectives to our shared success. Together, we are a high-performing team working to serve our customers responsibly by helping to mitigate loss, keep them safe, and restore their lives and businesses after an insured loss occurs.
Overview:
Selective is a midsized U.S. domestic property and casualty insurance company with a history of strong, consistent financial performance for nearly 100 years. Selective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2025 and certification as a Great Place to Work® in 2025 for the sixth consecutive year.
Employees are empowered and encouraged to Be Uniquely You by being their true, unique selves and contributing their diverse talents, experiences, and perspectives to our shared success. Together, we are a high-performing team working to serve our customers responsibly by helping to mitigate loss, keep them safe, and restore their lives and businesses after an insured loss occurs.
Maintains Personal Lines quality assurance program, processes, and review methodologies designed to evaluate underwriting quality and compliance with company standards. Conducts risk-based quality assurance reviews to identify trends, recurring issues, operational gaps, and opportunities for continuous improvement. Partners with Underwriting, Line of Business, Product, Compliance, and other business stakeholders to provide insight into underwriting quality, support resolution of identified issues, and enhance the effectiveness and quality of underwriting outcomes.
Responsibilities:
- Conducts risk-based quality assurance reviews of Personal Lines underwriting transactions, accounts, and targeted business activities to evaluate underwriting quality, adherence to company standards, regulatory requirements, and established underwriting procedures.
- Participates in the development and execution of the Quality Assurance Plan by identifying and prioritizing reviews based on emerging trends, quality concerns, business priorities, regulatory risks, and other areas requiring enhanced oversight.
- Aggregates, analyzes, and interprets review results to identify recurring issues, emerging trends, operational gaps, control weaknesses, and opportunities to improve underwriting quality and business outcomes.
- Performs root cause analysis to determine underlying drivers of quality concerns and collaboartes with appropriate stakeholders to develop actionable recommendations to address systemic issues and strengthen underwriting effectiveness.
- Prepares and delivers quality assurance reports, dashboards, summaries, presentations, and other management reporting that communicate review results, trends, key findings, and improvement opportunities to underwriting leadership and business partners.
- Partners with Underwriting, Line of Business, Product, Compliance, and other stakeholders to investigate suspected issues, validate findings, and support the development, implementation, and monitoring of corrective actions and process improvements.
- Provides clear, timely, and effective communication regarding review results, recommendations, improvement initiatives, and progress toward resolution of identified issues.
- May serve as a subject matter expert regarding underwriting guidelines, eligibility requirements, rating, coverage, regulatory requirements, workflows, and system functionality to provide consultation and support related to training opportunities, coaching needs, job aid development, and quality improvement initiatives.
- Participates in the development, maintenance, and enhancement of quality assurance methodologies, review criteria, evaluation frameworks, reporting standards, and calibration processes to promote consistent, objective, and risk-based evaluation of underwriting quality.
- Participates in governance, calibration, and continuous improvement activities designed to promote consistency, accuracy, transparency, and adherence to underwriting standards and quality expectations.
Knowledge and Requirements
Understanding of Personal Lines insurance regulatory requirements.- Exceptional written and verbal communication skills, including collaboration, ability to influence and presentation abilities.
- Strong problem solving and problem analysis skills.
- Meticulous attention to detail.
Education and Experience
- College degree in risk management, business, finance, or a related field preferred.
- Strong underwriting technical skills; 7+years of personal lines underwriting experience.
- Prior training experience preferred.
- Compliance analysis experience preferred.
Selective Insurance offers a total rewards package that includes a competitive base salary, incentive plan eligibility at all levels, and a wide array of benefits designed to help you and your family stay healthy, achieve your financial goals, and balance the demands of your work and personal life. These benefits include comprehensive health care plans, retirement savings plan with company match, discounted Employee Stock Purchase Program, tuition assistance and reimbursement programs, and 20 days of paid time off. Additional details about our total rewards package can be found by visiting our benefits page.
The actual base salary is based on geographic location, and the range is representative of salaries for this role throughout Selective's footprint. Additional considerations include relevant education, qualifications, experience, skills, performance, and business needs.
Pay Range: USD $101,000.00 - USD $131,000.00 /Yr. Additional Information:
The actual base salary is based on geographic location, and the range is representative of salaries for this role throughout Selective's footprint. Additional considerations include relevant education, qualifications, experience, skills, performance, and business needs.
Selective is an Equal Employment Opportunity employer. That means we respect and value every individual’s unique opinions, beliefs, abilities, and perspectives. We are committed to promoting a welcoming culture that celebrates diverse talent, individual identity, different points of view and experiences – and empowers employees to contribute new ideas that support our continued and growing success. Building a highly engaged team is one of our core strategic imperatives, which we believe is enhanced by diversity, equity, and inclusion. We expect and encourage all employees and all of our business partners to embrace, practice, and monitor the attitudes, values, and goals of acceptance; address biases; and foster diversity of viewpoints and opinions.
For Massachusetts Applicants
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
For Massachusetts Applicants
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Selective Insurance
Personal Lines Quality Assurance Analyst (Hybrid)
Short Hills, New Jersey
Added 1mo ago1,001-5,000 employees
Job functions:
$101k - $131k/yr
7+ yrs exp.
Hybrid
Full Time
Job Description
About Us:
Education and Experience
At Selective, we don't just insure uniquely, we employ uniqueness.
Selective is a midsized U.S. domestic property and casualty insurance company with a history of strong, consistent financial performance for nearly 100 years. Selective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2025 and certification as a Great Place to Work® in 2025 for the sixth consecutive year.
Employees are empowered and encouraged to Be Uniquely You by being their true, unique selves and contributing their diverse talents, experiences, and perspectives to our shared success. Together, we are a high-performing team working to serve our customers responsibly by helping to mitigate loss, keep them safe, and restore their lives and businesses after an insured loss occurs.
Overview:
Selective is a midsized U.S. domestic property and casualty insurance company with a history of strong, consistent financial performance for nearly 100 years. Selective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2025 and certification as a Great Place to Work® in 2025 for the sixth consecutive year.
Employees are empowered and encouraged to Be Uniquely You by being their true, unique selves and contributing their diverse talents, experiences, and perspectives to our shared success. Together, we are a high-performing team working to serve our customers responsibly by helping to mitigate loss, keep them safe, and restore their lives and businesses after an insured loss occurs.
Maintains Personal Lines quality assurance program, processes, and review methodologies designed to evaluate underwriting quality and compliance with company standards. Conducts risk-based quality assurance reviews to identify trends, recurring issues, operational gaps, and opportunities for continuous improvement. Partners with Underwriting, Line of Business, Product, Compliance, and other business stakeholders to provide insight into underwriting quality, support resolution of identified issues, and enhance the effectiveness and quality of underwriting outcomes.
Responsibilities:
- Conducts risk-based quality assurance reviews of Personal Lines underwriting transactions, accounts, and targeted business activities to evaluate underwriting quality, adherence to company standards, regulatory requirements, and established underwriting procedures.
- Participates in the development and execution of the Quality Assurance Plan by identifying and prioritizing reviews based on emerging trends, quality concerns, business priorities, regulatory risks, and other areas requiring enhanced oversight.
- Aggregates, analyzes, and interprets review results to identify recurring issues, emerging trends, operational gaps, control weaknesses, and opportunities to improve underwriting quality and business outcomes.
- Performs root cause analysis to determine underlying drivers of quality concerns and collaboartes with appropriate stakeholders to develop actionable recommendations to address systemic issues and strengthen underwriting effectiveness.
- Prepares and delivers quality assurance reports, dashboards, summaries, presentations, and other management reporting that communicate review results, trends, key findings, and improvement opportunities to underwriting leadership and business partners.
- Partners with Underwriting, Line of Business, Product, Compliance, and other stakeholders to investigate suspected issues, validate findings, and support the development, implementation, and monitoring of corrective actions and process improvements.
- Provides clear, timely, and effective communication regarding review results, recommendations, improvement initiatives, and progress toward resolution of identified issues.
- May serve as a subject matter expert regarding underwriting guidelines, eligibility requirements, rating, coverage, regulatory requirements, workflows, and system functionality to provide consultation and support related to training opportunities, coaching needs, job aid development, and quality improvement initiatives.
- Participates in the development, maintenance, and enhancement of quality assurance methodologies, review criteria, evaluation frameworks, reporting standards, and calibration processes to promote consistent, objective, and risk-based evaluation of underwriting quality.
- Participates in governance, calibration, and continuous improvement activities designed to promote consistency, accuracy, transparency, and adherence to underwriting standards and quality expectations.
Knowledge and Requirements
Understanding of Personal Lines insurance regulatory requirements.- Exceptional written and verbal communication skills, including collaboration, ability to influence and presentation abilities.
- Strong problem solving and problem analysis skills.
- Meticulous attention to detail.
Education and Experience
- College degree in risk management, business, finance, or a related field preferred.
- Strong underwriting technical skills; 7+years of personal lines underwriting experience.
- Prior training experience preferred.
- Compliance analysis experience preferred.
Selective Insurance offers a total rewards package that includes a competitive base salary, incentive plan eligibility at all levels, and a wide array of benefits designed to help you and your family stay healthy, achieve your financial goals, and balance the demands of your work and personal life. These benefits include comprehensive health care plans, retirement savings plan with company match, discounted Employee Stock Purchase Program, tuition assistance and reimbursement programs, and 20 days of paid time off. Additional details about our total rewards package can be found by visiting our benefits page.
The actual base salary is based on geographic location, and the range is representative of salaries for this role throughout Selective's footprint. Additional considerations include relevant education, qualifications, experience, skills, performance, and business needs.
Pay Range: USD $101,000.00 - USD $131,000.00 /Yr. Additional Information:
The actual base salary is based on geographic location, and the range is representative of salaries for this role throughout Selective's footprint. Additional considerations include relevant education, qualifications, experience, skills, performance, and business needs.
Selective is an Equal Employment Opportunity employer. That means we respect and value every individual’s unique opinions, beliefs, abilities, and perspectives. We are committed to promoting a welcoming culture that celebrates diverse talent, individual identity, different points of view and experiences – and empowers employees to contribute new ideas that support our continued and growing success. Building a highly engaged team is one of our core strategic imperatives, which we believe is enhanced by diversity, equity, and inclusion. We expect and encourage all employees and all of our business partners to embrace, practice, and monitor the attitudes, values, and goals of acceptance; address biases; and foster diversity of viewpoints and opinions.
For Massachusetts Applicants
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
For Massachusetts Applicants
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
See All 6 Senior Level Personal Advisor Jobs
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Find JobsSenior Level Personal Advisor Job Market
Who's Hiring
Top Industries Hiring
- Insurance
- Technology & Software
- Staffing & Recruiting
Senior Level Personal Advisor Jobs: Frequently Asked Questions
How do I get a senior level personal advisor job?
Employers at this level look for advisors who have independently managed complex client portfolios, led team initiatives, and produced measurable outcomes without close supervision. Demonstrating that you have mentored junior advisors, contributed to firm-wide processes, or expanded a book of business substantially will set you apart. Certifications relevant to your specialty area and a strong professional network also carry real weight at this stage.
Which companies hire senior level personal advisors?
Companies hiring senior level personal advisors right now include HP, YMCA, and Jobot, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from established financial institutions, wealth management firms, and large regional employers that maintain dedicated advisory practices.
Are there remote senior level personal advisor jobs?
Yes, though availability depends on the employer and client model. About 40% of senior level personal advisor openings are remote or hybrid as of November 2026, reflecting broader workplace flexibility trends. Roles that require in-person client relationship management tend to be on-site, while positions focused on planning, strategy, or oversight more often allow remote or hybrid arrangements.
What makes a personal advisor role senior level?
Senior level personal advisor roles are defined by ownership and scope rather than just tenure. Advisors at this stage independently manage large or high-complexity client relationships, set advisory direction rather than following established playbooks, and are expected to mentor or guide less experienced colleagues. Accountability for outcomes, involvement in business development, and influence over team or practice decisions distinguish these roles from mid level positions.
Which industries hire the most senior level personal advisors?
Senior Level personal advisor roles concentrate in Insurance, Technology & Software, and Staffing & Recruiting, based on current listings on Migrate Mate as of November 2026. These sectors tend to drive hiring at this level because their client bases require sustained, high-touch advisory relationships and the regulatory or financial complexity that justifies experienced, senior practitioners.