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Forbes Advisor Jobs in California (NOW HIRING)

Cresset Capital

ASSOCIATE, WEALTH ADVISOR

San Francisco, CA · On-site

$85K - $130K/yr

Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... Cresset is seeking an Associate, Wealth Advisor (AWA) to join Cresset's wealth management team. The ...

Pacaso

Ownership Advisor, Sales

Newport Beach, CA

No. 5, Forbes America's Best Startup Employers (2026) -- our second consecutive Top 10 ranking ... The Ownership Advisor is part of a team that supports the top to bottom funnel sales cycle to tour ...

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All JobsForbes Advisor JobsForbes Advisor Jobs in California

Forbes Advisor information

See California salary details

$11

$25

$44

How much do forbes advisor jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for forbes advisor in California is $25.59, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $29.42 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Forbes Advisor?

To thrive as a Forbes Advisor, you need strong expertise in financial analysis, journalism, and content creation, often supported by a degree in finance, economics, or communications. Familiarity with content management systems, financial data platforms, and SEO tools is typically required. Excellent research, communication, and critical thinking skills help create authoritative and accessible financial guidance. These abilities ensure the delivery of accurate, trustworthy advice that meets the needs of a broad audience and upholds Forbes' reputation.

What are some common challenges faced by a Forbes Advisor and how can they be navigated effectively?

Forbes Advisors often face the challenge of staying up-to-date with rapidly changing financial markets and regulations, which requires continuous learning and adaptability. Another common challenge is distilling complex financial information into clear, actionable advice for a diverse audience. Successful Advisors develop strong research and communication skills, collaborate closely with editorial, legal, and data teams, and leverage digital tools to enhance their analyses. Building a network within the organization also helps in staying informed and sharing best practices.

What is the difference between Forbes Advisor vs Financial Advisor?

AspectForbes AdvisorFinancial Advisor
CredentialsTypically no specific credentials required for content creation or adviceOften requires certifications like CFP, CFA, or ChFC
Work EnvironmentOnline platform, media, or consultingFinancial firms, banks, or independent practice
Industry UsagePublished financial advice, reviews, and guidancePersonalized financial planning and investment management
Search IntentComparing financial advice sources, learning about financeSeeking personalized financial planning or investment advice

While Forbes Advisor provides general financial advice, reviews, and guidance often created by finance experts, a Financial Advisor offers personalized financial planning and investment management services, often requiring professional certifications. Both serve different purposes but are key resources in the finance industry.

What are popular job titles related to Forbes Advisor jobs in California?

For Forbes Advisor jobs in California, the most frequently searched job titles are:

What job categories do people searching Forbes Advisor jobs in California look for?

The top searched job categories for Forbes Advisor jobs in California are:

What cities in California are hiring for Forbes Advisor jobs?

Cities in California with the most Forbes Advisor job openings:

Forbes Advisor jobs near you
Infographic showing various Forbes Advisor job openings in California as of August 2026, with employment types broken down into 94% Full Time, 5% Part Time, and 1% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $53,235 per year, or $25.6 per hour.

Senior Wealth Advisor

Beacon Pointe Advisors LLC

Newport Beach, CA

Full-time

Re-posted 28 days ago

Job description

Job Description

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

  • We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
  • With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
  • Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

  • Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
  • Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
  • Collaborate with internal specialists to deliver integrated solutions
  • Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

  • 5+ years of experience as a Financial Advisor or Wealth Advisor
  • Proven track record of client acquisition and asset growth
  • Background in a wirehouse, independent broker-dealer, bank, or RIA environment
  • Financial planning experience preferred
  • CFP®, CFA, or other professional designations preferred
  • Bachelor’s degree in Finance, Business, Economics or related field preferred
  • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit  Awards Disclosures.

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