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Personal Advisor Jobs (NOW HIRING)

Community Choice Credit Union

Personal Advisor

Shelby, MI · On-site

$19.95/hr

Personal Advisor Compensation starting at $19.95/hr.! Sponsorship: This position is not eligible for immigration sponsorship. Join Our Team as a Personal Advisor at Community Choice Credit Union! At ...

Community Choice Credit Union

Personal Advisor

$19.95/hr

Personal Advisor Compensation starting at $19.95/hr.! Sponsorship: This position is not eligible for immigration sponsorship. Join Our Team as a Personal Advisor at Community Choice Credit Union! At ...

Community Choice Credit Union

Personal Advisor

Utica, MI · On-site

$19.95/hr

Personal Advisor Compensation starting at $19.95/hr.! Sponsorship: This position is not eligible for immigration sponsorship. Join Our Team as a Personal Advisor at Community Choice Credit Union! At ...

Community Choice Credit Union

Personal Advisor

Utica, MI · On-site

$19.95/hr

Personal Advisor Compensation starting at $19.95/hr.! Sponsorship: This position is not eligible for immigration sponsorship.  Join Our Team as a Personal Advisor at Community Choice Credit ...

Community Choice Credit Union

Personal Advisor

Warren, MI · On-site

$19.95/hr

Personal Advisor Compensation starting at $19.95/hr.! Sponsorship: This position is not eligible for immigration sponsorship. Join Our Team as a Personal Advisor at Community Choice Credit Union! At ...

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Personal Advisor information

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How much do personal advisor jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for personal advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What is a personal advisor?

A Personal Advisor is a professional who provides guidance and advice tailored to an individual's personal, financial, or career-related goals. They work closely with clients to understand their needs, help set objectives, and create actionable plans to achieve those aims. Personal Advisors may specialize in areas such as finance, career planning, or life coaching, offering expertise and support to help clients make informed decisions. Their role often involves ongoing communication and adjustments to strategies as clients' circumstances change.

What are the key skills and qualifications needed to thrive as a personal advisor?

To thrive as a Personal Advisor, you need strong interpersonal skills, a background in counseling or financial planning, and relevant certifications such as CFP or life coaching credentials. Familiarity with client management software, financial planning tools, or assessment systems is typically required. Excellent listening, empathy, and problem-solving abilities help build trust and deliver tailored advice. These skills enable Personal Advisors to effectively guide clients towards achieving their personal or financial goals while fostering long-term relationships.

How does a personal advisor typically collaborate with other professionals to support their clients?

Personal Advisors often work closely with a network of specialists, such as financial planners, legal experts, or wellness coaches, to provide comprehensive support for their clients. Effective collaboration ensures clients receive well-rounded guidance tailored to their unique needs. This often involves regular communication, joint meetings, and coordinated action plans, making teamwork and strong interpersonal skills essential for success in the role.

What is the difference between Personal Advisor vs Financial Advisor?

AspectPersonal AdvisorFinancial Advisor
CredentialsOften requires certifications like CFP, CFA, or similarTypically requires CFP, CFA, or equivalent certifications
Work EnvironmentWorks directly with individuals to provide personalized adviceAdvises clients on investments, estate planning, and financial strategies
Employer & IndustryFound in banks, financial firms, or as independent consultantsEmployed by financial institutions, firms, or as independent advisors
Search & Comparison IntentPeople compare Personal Advisor with Financial Advisor for personalized financial planningOften compared to Personal Advisor in terms of client-focused financial services

While both roles involve providing financial guidance, a Personal Advisor typically offers personalized support tailored to individual needs, often focusing on lifestyle and personal goals. A Financial Advisor may have a broader scope, including investment management and estate planning. The two roles often overlap, but Personal Advisors tend to emphasize ongoing personal relationship management.

Is it hard to become a personal advisor?

Becoming a personal advisor typically requires relevant education, such as a degree in finance, counseling, or related fields, along with strong interpersonal and communication skills. Certification or licensing may be necessary depending on the specific advising area, and gaining experience through internships or entry-level positions can also be important.
More about Personal Advisor jobs

What are the most commonly searched types of Personal Advisor jobs?

The most popular types of Personal Advisor jobs are:

What are popular job titles related to Personal Advisor jobs?

For Personal Advisor jobs, the most frequently searched job titles are:

Personal Advisor jobs near you
Infographic showing various Personal Advisor job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

Personal Advisor

Shelby, MI • On-site

Community Choice Credit Union
See more jobs at Community Choice Credit Unionexternal

$19.95/hr

Other

Posted 6 days ago

Job description

Personal Advisor

Compensation starting at $19.95/hr.! Sponsorship: This position is not eligible for immigration sponsorship.

Join Our Team as a Personal Advisor at Community Choice Credit Union!

At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united.

What You'll Do as a Personal Advisor:

  • Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members.
  • Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs.
  • Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions.
  • Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards.
  • Open accounts, enroll members in services, and clearly explain terms and conditions.
  • Process and close loan applications, ensuring documentation accuracy and compliance.
  • Apply security, compliance, and fraud training to protect members and their information.
  • Meet or exceed sales and service goals while contributing to the success of your team and the organization.

What We're Looking For:

  • Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities.
  • Exceptional member service skills: provide timely, courteous, and professional support to internal and external members.
  • Adaptability: open to change, new responsibilities, and able to handle pressure effectively.
  • Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas.
  • Alignment with our core values: credible, charitable, committed, and united.

Qualifications:

  • High school diploma or GED.
  • Passion for helping others and improving their financial well-being.
  • Strong communication, organizational, and multitasking skills.

Why Join Us?

  • A supportive and collaborative work environment focused on helping members and communities thrive.
  • Opportunities for personal and professional growth.
  • Be part of a purpose-driven organization that values integrity, innovation, and inclusion.

Ready to Make a Difference? Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!

Important Message for Applicants: To make sure you don't miss any updates about your application, please check your email spam or junk folder if you don't see messages from us. We're excited to connect with you and keep you informed every step of the way!

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