Relationship Advisor Jobs
Relationship Advisor jobs are open across banking, wealth management, insurance, and credit unions, from entry-level to senior and team-lead roles, with specializations in retail banking, financial planning, and small business advisory. Scan the live roles below and apply to whichever ones fit.
Find Relationship Advisor JobsLooking for remote work? View remote relationship advisor jobs →Overview
Open roles46
Top stateArizona
Top employerFarther
Top cityScottsdale, AZ
Work type41% Remote
Top industryBanking
Showing 5 of 46+ Relationship Advisor jobs
Financial Relationship Advisor- Richmond
We won't show you this job again
Added 2d ago
Park Community Credit Union
Financial Relationship Advisor- Richmond
Richmond, Kentucky
Added 2d ago
Relationship Manager & Servicing Advisor
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Added 2d ago
Farther
Relationship Manager & Servicing Advisor
Springfield, Missouri
Added 2d ago
Personal Relationship Banker-Float (Member Experience Advisor I)
We won't show you this job again
Added 6d ago
Verve, a Credit Union
Personal Relationship Banker-Float (Member Experience Advisor I)
Oshkosh, Wisconsin
Added 6d ago
Client Relationship Advisor
We won't show you this job again
Added 1w ago
SFP
Client Relationship Advisor
Southlake, Texas
Added 1w ago
Member Relationship Advisor I - (Universal Banker) Spanish Required
We won't show you this job again
Added 1w ago
Navigant Credit Union
Member Relationship Advisor I - (Universal Banker) Spanish Required
Pawtucket, Rhode Island
Added 1w ago
Added 2d ago
Financial Relationship Advisor- Richmond
Park Community Credit Union·Richmond, Kentucky
Job functions:
$24.49 - $25.25/hr
High school diploma or GED
51-200 employees
Job Description
Role:
By emphasizing ONE Park, ONE Mission, One Team, the Financial Relationship Advisor I is responsible for supporting both current and potential members with their credit union needs. This includes explaining services, setting up new accounts, resolving issues, and directing members to the appropriate team members when necessary. The role focuses on building lasting relationships with members, advocating for their lifelong financial needs, and helping them achieve financial wellness through personalized advice and solutions. The Financial Relationship Advisor also processes teller transactions, opens and closes accounts, assists with lending needs, and ensures compliance with credit union policies and procedures.
Essential Functions & Responsibilities:
- greet all visitors in a friendly, sincere manner and assist members professionally.
- act as an advocate for members in the branch and on the phone.
- build relationships with members, identify opportunities to assist, and offer sound advice and solutions to members in efforts to help them achieve financial wellness.
- develop and maintain strong member relationships through proactive follow up and actively identify members’ needs to recommend appropriate products, services, and solutions.
- assist members with navigating and adopting existing and new digital technology.
- establish and maintain strong, positive, and productive working relationships with internal and external members.
- actively collaborate with partners in other lines of business to provide solutions to meet members’ financial needs and goals.
- maintain knowledge of current Credit Union financial products and services; utilize the knowledge to advise and recommend Credit Union products and services to meet member’s financial needs.
- process teller transactions and open and close accounts, including general membership, custodial, etc.
- perform account maintenance, maintain and update records.
- assist the member with their lending needs, to include educating and recommending lending products/services, submitting consumer loan applications, collecting documentation, closing loans, and performing loan maintenance.
- focus on accuracy in all areas, ensuring errors/corrections are minimal.
- maintain knowledge of and demonstrate adherence to all credit union policies, procedures, and regulations.
- keep manager informed of any issues that may arise.
- while acting as a liaison between members and departments, work to resolve problems within your authority. Escalate issues beyond your authority while keeping management informed on key issues.
- achieve individual goals and contribute to branch and organizational objectives.
- performs other duties as assigned.
Performance Measurements:
1. To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities together ensuring words and actions align with the Park VIBE that defines our Core Values:
3. To identify members' needs, recommend products, and process requests with a minimal number of errors.
4. To develop and improve knowledge and skills in Financial Services area.
5. To follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error.
6. To maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance.
7. To follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education : A high school education or GED.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Must be service oriented and member-focused. Detail oriented, organized, and resourceful. Must possess a learner mindset and be adaptable to change. Demonstrated ability to problem solve and be a critical thinker that is solution-focused. Previous cash-handling experience in a financial institution is preferred. Computer proficiency with MS Office, including Word, Excel and PowerPoint, Internet, and Email; tech savvy with strong keyboard and computer skills.
Physical Requirements:
WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. While performing the essential duties of this position, the employee is regularly exposed to a general office environment and interaction with customers.
PHYSICAL DEMANDS The physical demands described here are representative of those required to successfully perform the essential functions of this position, but do not necessarily constitute an exhaustive list of all essential functions. To the extent required by any applicable law, reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions where this can be done without posing a direct threat to self or others. While performing the essential duties of this position, the employee frequently must sit, stand, and walk short distances. The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment. Reads, writes, listens, speaks, and uses personal computers, copiers, telephones, and other office equipment and software throughout the work day. The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms. Occasionally pushing and pulling of office furniture and other objects. The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds.
1. To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities together ensuring words and actions align with the Park VIBE that defines our Core Values:
- Vibrant Connections
- Inclusive Excellence
- Bold Compassion
- Endless Empowerment
3. To identify members' needs, recommend products, and process requests with a minimal number of errors.
4. To develop and improve knowledge and skills in Financial Services area.
5. To follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error.
6. To maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance.
7. To follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education : A high school education or GED.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Must be service oriented and member-focused. Detail oriented, organized, and resourceful. Must possess a learner mindset and be adaptable to change. Demonstrated ability to problem solve and be a critical thinker that is solution-focused. Previous cash-handling experience in a financial institution is preferred. Computer proficiency with MS Office, including Word, Excel and PowerPoint, Internet, and Email; tech savvy with strong keyboard and computer skills.
Physical Requirements:
WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. While performing the essential duties of this position, the employee is regularly exposed to a general office environment and interaction with customers.
PHYSICAL DEMANDS The physical demands described here are representative of those required to successfully perform the essential functions of this position, but do not necessarily constitute an exhaustive list of all essential functions. To the extent required by any applicable law, reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions where this can be done without posing a direct threat to self or others. While performing the essential duties of this position, the employee frequently must sit, stand, and walk short distances. The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment. Reads, writes, listens, speaks, and uses personal computers, copiers, telephones, and other office equipment and software throughout the work day. The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms. Occasionally pushing and pulling of office furniture and other objects. The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds.
Company Description:
Park Community is Kentucky’s largest Community Development Financial Institution (CDFI) Credit Union. Owned by members and focused on empowering communities, fueling dreams and fostering belonging, the organization is committed to financial inclusion and serving underserved communities to create thriving environments. Park Community envisions a world where hope, opportunity and belonging unite us all.
Park Community is Kentucky’s largest Community Development Financial Institution (CDFI) Credit Union. Owned by members and focused on empowering communities, fueling dreams and fostering belonging, the organization is committed to financial inclusion and serving underserved communities to create thriving environments. Park Community envisions a world where hope, opportunity and belonging unite us all.
PARK COMMUNITY CREDIT UNION IS AN EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABLED
Park Community Credit Union
Financial Relationship Advisor- Richmond
Richmond, Kentucky
Added 2d ago51-200 employees
Job functions:
$24.49 - $25.25/hr
High school diploma or GED
Job Description
Role:
By emphasizing ONE Park, ONE Mission, One Team, the Financial Relationship Advisor I is responsible for supporting both current and potential members with their credit union needs. This includes explaining services, setting up new accounts, resolving issues, and directing members to the appropriate team members when necessary. The role focuses on building lasting relationships with members, advocating for their lifelong financial needs, and helping them achieve financial wellness through personalized advice and solutions. The Financial Relationship Advisor also processes teller transactions, opens and closes accounts, assists with lending needs, and ensures compliance with credit union policies and procedures.
Essential Functions & Responsibilities:
- greet all visitors in a friendly, sincere manner and assist members professionally.
- act as an advocate for members in the branch and on the phone.
- build relationships with members, identify opportunities to assist, and offer sound advice and solutions to members in efforts to help them achieve financial wellness.
- develop and maintain strong member relationships through proactive follow up and actively identify members’ needs to recommend appropriate products, services, and solutions.
- assist members with navigating and adopting existing and new digital technology.
- establish and maintain strong, positive, and productive working relationships with internal and external members.
- actively collaborate with partners in other lines of business to provide solutions to meet members’ financial needs and goals.
- maintain knowledge of current Credit Union financial products and services; utilize the knowledge to advise and recommend Credit Union products and services to meet member’s financial needs.
- process teller transactions and open and close accounts, including general membership, custodial, etc.
- perform account maintenance, maintain and update records.
- assist the member with their lending needs, to include educating and recommending lending products/services, submitting consumer loan applications, collecting documentation, closing loans, and performing loan maintenance.
- focus on accuracy in all areas, ensuring errors/corrections are minimal.
- maintain knowledge of and demonstrate adherence to all credit union policies, procedures, and regulations.
- keep manager informed of any issues that may arise.
- while acting as a liaison between members and departments, work to resolve problems within your authority. Escalate issues beyond your authority while keeping management informed on key issues.
- achieve individual goals and contribute to branch and organizational objectives.
- performs other duties as assigned.
Performance Measurements:
1. To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities together ensuring words and actions align with the Park VIBE that defines our Core Values:
3. To identify members' needs, recommend products, and process requests with a minimal number of errors.
4. To develop and improve knowledge and skills in Financial Services area.
5. To follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error.
6. To maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance.
7. To follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education : A high school education or GED.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Must be service oriented and member-focused. Detail oriented, organized, and resourceful. Must possess a learner mindset and be adaptable to change. Demonstrated ability to problem solve and be a critical thinker that is solution-focused. Previous cash-handling experience in a financial institution is preferred. Computer proficiency with MS Office, including Word, Excel and PowerPoint, Internet, and Email; tech savvy with strong keyboard and computer skills.
Physical Requirements:
WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. While performing the essential duties of this position, the employee is regularly exposed to a general office environment and interaction with customers.
PHYSICAL DEMANDS The physical demands described here are representative of those required to successfully perform the essential functions of this position, but do not necessarily constitute an exhaustive list of all essential functions. To the extent required by any applicable law, reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions where this can be done without posing a direct threat to self or others. While performing the essential duties of this position, the employee frequently must sit, stand, and walk short distances. The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment. Reads, writes, listens, speaks, and uses personal computers, copiers, telephones, and other office equipment and software throughout the work day. The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms. Occasionally pushing and pulling of office furniture and other objects. The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds.
1. To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities together ensuring words and actions align with the Park VIBE that defines our Core Values:
- Vibrant Connections
- Inclusive Excellence
- Bold Compassion
- Endless Empowerment
3. To identify members' needs, recommend products, and process requests with a minimal number of errors.
4. To develop and improve knowledge and skills in Financial Services area.
5. To follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error.
6. To maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance.
7. To follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education : A high school education or GED.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Must be service oriented and member-focused. Detail oriented, organized, and resourceful. Must possess a learner mindset and be adaptable to change. Demonstrated ability to problem solve and be a critical thinker that is solution-focused. Previous cash-handling experience in a financial institution is preferred. Computer proficiency with MS Office, including Word, Excel and PowerPoint, Internet, and Email; tech savvy with strong keyboard and computer skills.
Physical Requirements:
WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. While performing the essential duties of this position, the employee is regularly exposed to a general office environment and interaction with customers.
PHYSICAL DEMANDS The physical demands described here are representative of those required to successfully perform the essential functions of this position, but do not necessarily constitute an exhaustive list of all essential functions. To the extent required by any applicable law, reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions where this can be done without posing a direct threat to self or others. While performing the essential duties of this position, the employee frequently must sit, stand, and walk short distances. The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment. Reads, writes, listens, speaks, and uses personal computers, copiers, telephones, and other office equipment and software throughout the work day. The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms. Occasionally pushing and pulling of office furniture and other objects. The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds.
Company Description:
Park Community is Kentucky’s largest Community Development Financial Institution (CDFI) Credit Union. Owned by members and focused on empowering communities, fueling dreams and fostering belonging, the organization is committed to financial inclusion and serving underserved communities to create thriving environments. Park Community envisions a world where hope, opportunity and belonging unite us all.
Park Community is Kentucky’s largest Community Development Financial Institution (CDFI) Credit Union. Owned by members and focused on empowering communities, fueling dreams and fostering belonging, the organization is committed to financial inclusion and serving underserved communities to create thriving environments. Park Community envisions a world where hope, opportunity and belonging unite us all.
PARK COMMUNITY CREDIT UNION IS AN EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABLED
Relationship Advisor Jobs by Experience Level
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Find Relationship Advisor JobsRelationship Advisor Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in relationship advisor jobs.
- Bachelor's degree in finance, business, or a related field
- Active Series 6, Series 65, or life and health insurance license
- Two or more years of experience in banking, wealth management, or financial services
- Demonstrated ability to grow and retain a client portfolio
- Proficiency with CRM platforms and core banking or brokerage systems
- Strong consultative sales and needs-based discovery skills
Tips for Your Relationship Advisor Job Search
Tailor your resume to client metrics
Relationship advisors are hired on outcomes, so your resume needs to show retention rates, portfolio growth, and cross-sell results rather than job duties. Pull those numbers from past performance reviews and put them in your bullet points.
Get your Series 6 or 65 early
Many relationship advisor postings list a Series 6, Series 65, or life insurance license as required, not preferred. Getting licensed before you apply removes the biggest screening hurdle and signals you can hit the ground running.
Apply early to roles that fit
Migrate Mate lists relationship advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by book-of-business size
Job descriptions often specify the asset value or client count you'd inherit. Applying to roles whose book size matches your current experience level raises your odds of clearing the initial screen and moving to a hiring manager conversation.
Prepare a client scenario for interviews
Interviewers frequently ask you to walk through how you'd handle an at-risk client or pitch a new product to an existing account. Rehearse a specific story from your own experience that covers discovery, the advice you gave, and the outcome.
Negotiate on the draw structure, not just base
Relationship advisor offers often include a recoverable draw against future commissions. Ask how long the draw period lasts and what the ramp expectations are before accepting, since those terms affect your first-year earnings as much as the base salary does.
Relationship Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most relationship advisors?
Farther, Verve, a Credit Union, and CAPTRUST are hiring the most relationship advisors right now, with openings concentrated in Arizona, Wisconsin, and Colorado, based on current listings on Migrate Mate as of November 2026. Regional banks and credit unions are also posting steadily alongside the larger institutions.
How many relationship advisor jobs are remote?
About 71% of relationship advisor openings are fully remote or hybrid as of November 2026, with remote arrangements most common in roles focused on digital banking, insurance advisory, and inbound financial planning rather than branch-based or small business relationship management.
How do you become a relationship advisor?
Start by earning a bachelor's degree in finance, business administration, or a related field, then obtain the licenses your target sector requires, most commonly a Series 6, Series 65, or a state life and health insurance license. Build foundational experience in a customer-facing banking or financial services role, and develop a consultative approach to uncovering client needs before recommending products or services.
Can you get hired as a relationship advisor with little experience?
Yes, some employers hire relationship advisors with limited experience, particularly at credit unions and community banks that value customer service skills over a lengthy financial services background. Holding even a provisional license before applying, emphasizing any sales or advisory experience from outside finance, and targeting trainee or associate-level postings improves your chances significantly.
What does the relationship advisor interview process look like?
Most relationship advisor interviews run two to three rounds, starting with a recruiter screen focused on licensing status and sales background, followed by a hiring manager interview that includes behavioral questions and a client scenario exercise. Final rounds at larger institutions often add a panel interview or a brief role-play where you walk through a needs-based discovery conversation with a mock client.
Where can I find and apply to relationship advisor jobs?
You can find and apply to relationship advisor jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your background and preferences, and apply directly to each listing that fits.
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