Senior Level Personal Financial Representative Jobs

Senior level personal financial representative jobs place experienced professionals in charge of portfolio strategy, complex client relationships, and the advisory teams or initiatives that deliver results. Openings are concentrated in Insurance, Technology & Software, and Staffing & Recruiting, with a mix of on-site, hybrid, and remote positions available, and employers like HP, YMCA, and Jobot hiring at this level now.

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Overview

Open roles6
Top stateNorth Carolina
Top employerHP
Top cityCharlotte, NC
Work type60% On-site
Top industryInsurance

Showing 5 of 6+ Senior Level Personal Financial Representative jobs

Personal Lines Quality Assurance Analyst (Hybrid)
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Added 1mo ago
Personal Lines Quality Assurance Analyst (Hybrid)
Selective Insurance
Short Hills, New Jersey
Business Analysis
Compliance & Legal
Compliance & Risk
Project Management
$101k - $131k/yr
Hybrid
1,001-5,000

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Senior Staff Data Scientist, Personal Finance
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Added 2mo ago
Senior Staff Data Scientist, Personal Finance
Intuit
Charlotte, North Carolina
Business Analysis
Business Analyst
Data Analytics
$211k - $285k/yr
Bachelor's degree in statistics
10,000+

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Personal Trainer Tier 4
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Added 2mo ago
Personal Trainer Tier 4
YMCA
Charlotte, North Carolina
Fitness & Recreation
$22 - $34/hr
On-Site
Bachelor's
51-200

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Plaintiff Personal Injury Attorney
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Added 3mo ago
Plaintiff Personal Injury Attorney
Jobot
Beverly Hills, California
Compliance & Legal
Legal Counsel
$300k/yr
Remote (US)
None

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Vice President, Personal System Alliance Operations
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Added 4mo ago
Vice President, Personal System Alliance Operations
HP
Spring, Texas
Partnerships & Business Development
Procurement & Supply Chain
Project & Program Management
Executive Leadership & C-Suite
Business Development
Procurement & Purchasing
Project Management
$266k - $318k/yr
On-Site
Bachelor's

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Senior Level Personal Financial Representative Job Market

Who's Hiring

HP1 open role
YMCA1 open role
Jobot1 open role

Top Industries Hiring

  • Insurance
  • Technology & Software
  • Staffing & Recruiting

Senior Level Personal Financial Representative Jobs: Frequently Asked Questions

How do I get a senior level personal financial representative job?

Employers at this level look for demonstrated ownership of large books of business, a history of retaining and growing high-value client relationships, and the ability to mentor junior representatives. Candidates who can show measurable outcomes, such as portfolio growth or client retention rates, stand out. Holding advanced credentials like CFP or ChFC and experience with complex financial planning scenarios gives applicants a clear edge.

Which companies hire senior level personal financial representatives?

Companies hiring senior level personal financial representatives right now include HP, YMCA, and Jobot, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to come from regional and national financial services firms, insurance carriers, wealth management companies, and large credit unions that need experienced advisors to manage substantial client portfolios.

Are there remote senior level personal financial representative jobs?

Yes, though many positions at this level still involve in-person client work. About 40% of senior level personal financial representative openings are remote or hybrid as of November 2026, reflecting employer flexibility for professionals with an established client base and a proven ability to manage relationships independently.

What makes a personal financial representative role senior level?

Senior level roles are defined by scope and accountability rather than task execution. Professionals at this stage own the full client relationship lifecycle, handle complex multi-product planning for high-net-worth clients, set strategy for their book of business, and often mentor or guide less experienced representatives. Decisions carry greater financial consequence, and performance expectations reflect that broader ownership.

Which industries hire the most senior level personal financial representatives?

Senior Level personal financial representative roles concentrate in Insurance, Technology & Software, and Staffing & Recruiting, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they serve clients with sophisticated financial needs, requiring advisors who can handle wealth management, insurance planning, and retirement strategy with minimal oversight.