Mid Level Personal Financial Representative Jobs
Mid level personal financial representative jobs go to professionals ready to own client portfolios, mentor newer team members, and guide financial decisions with limited day-to-day oversight. Openings run across Staffing & Recruiting, Law & Legal Services, and Technology & Software, with a mix of on-site, hybrid, and remote settings, and employers like Jobot, Garces, Grabler & LeBrocq, and Crunch Fitness hiring at this level now.
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Showing 5 of 59+ Mid Level Personal Financial Representative 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 59 Mid Level Personal Financial Representative Jobs
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Find JobsMid Level Personal Financial Representative Job Market
Who's Hiring
- Jobot25
- Garces, Grabler & LeBrocq8
- Crunch Fitness5
- EvenUp3
- The Hartford2
Top Industries Hiring
- Staffing & Recruiting25
- Law & Legal Services10
- Technology & Software7
- Sports & Recreation6
- Insurance3
Mid Level Personal Financial Representative Jobs: Frequently Asked Questions
How do I get a mid level personal financial representative job?
Position yourself by leading with outcomes: client retention rates you improved, portfolio growth you drove, or complex needs you resolved independently. Highlight your ability to manage relationships without close supervision and any cross-functional work you have led. Tailor your resume to show ownership, not just task completion, and prepare to speak to specific decisions you made and their results.
Which companies hire mid level personal financial representatives?
Companies hiring mid level personal financial representatives right now include Jobot, Garces, Grabler & LeBrocq, and Crunch Fitness, based on current listings on Migrate Mate as of November 2026. Hiring at this level comes from a broad mix of regional banks, national insurance carriers, independent advisory firms, and credit unions seeking experienced representatives who can manage accounts with minimal oversight.
Are there remote mid level personal financial representative jobs?
Yes, though availability varies by employer and client model. About 43% of mid level personal financial representative openings are remote or hybrid as of November 2026, reflecting growing employer flexibility for experienced representatives who have already built their client management and compliance skills and can work independently across digital platforms.
How do I move up to a mid level personal financial representative role?
Moving from entry level into mid level typically means deepening your product knowledge, taking on more complex client relationships without guidance, and showing measurable impact such as improved client retention or increased assets under management. Earning relevant licenses or certifications, volunteering to lead small projects, and demonstrating consistent independent judgment signals readiness for mid level responsibilities to hiring managers.
Which industries hire the most mid level personal financial representatives?
Mid Level personal financial representative roles concentrate in Staffing & Recruiting, Law & Legal Services, and Technology & Software, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they serve large, ongoing client bases that require experienced representatives capable of managing nuanced financial needs, regulatory requirements, and long-term relationship development without constant supervision.