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Forbes Advisor Jobs in Washington (NOW HIRING)

Cresset Capital

WEALTH PLANNER

Reston, VA · On-site

$56K - $77K/yr

Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... Collaborate with Wealth Advisors and clients' other trusted professionals to deliver integrated ...

Cresset Capital

WEALTH PLANNER

Reston, VA · On-site

$56K - $77K/yr

Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... Collaborate with Wealth Advisors and clients' other trusted professionals to deliver integrated ...

Deltek

Senior Corporate Counsel

Herndon, VA · On-site

$143K - $194K/yr

... by Forbes, a Best Place to Work by Glassdoor, a Top Workplace by The Washington Post and a Best ... Demonstrated experience advising technology or SaaS companies on commercial contracts, including on ...

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How much do forbes advisor jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for forbes advisor in Washington is $29.37, according to ZipRecruiter salary data. Most workers in this role earn between $20.96 and $33.75 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 Washington?

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

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

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

What cities in Washington are hiring for Forbes Advisor jobs?

Cities in Washington with the most Forbes Advisor job openings:

Forbes Advisor jobs near you
Infographic showing various Forbes Advisor job openings in Washington as of August 2026, with employment types broken down into 88% Full Time, 5% Part Time, 2% Temporary, and 5% Contract. Highlights an 66% Physical, 4% Hybrid, and 30% Remote job distribution, with an average salary of $61,094 per year, or $29.4 per hour.

Wealth Advisor

Columbia, MD

Beacon Pointe Advisors LLC
Finance and Insurance • 51 - 200 employees
Learn more about Beacon Pointe Advisors LLCexternal

Full-time

Posted 22 days ago

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors in our Columbia, MD office as a Wealth Advisor. This individual will work directly with the Managing Director and will be dedicated to servicing sophisticated high-net worth individuals including small business owners and their families. The ideal candidate will be responsible for managing new and existing client relationships, enhancing client retention with complex retirement and estate planning solutions.

Responsibilities

  • Providing a best-in-class service experience for a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing.
  • Developing new client relationships through contacts and networking.
  • Developing business through retail custodial branches at Charles Schwab & Fidelity.
  • Servicing and advising clients relative to their wealth management, investment, and financial planning needs.
  • Proactively communicating with clients and following up on the implementation of the advice given and updating and maintaining the client’s financial plans.
  • Representing the firm in a positive and professional manner.
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Qualifications

  • Four-year college degree (Bachelor’s Degree in Finance, Business or Economics is preferred).
  • 4-8 years of industry experience.
  • Professional Financial Designation (CFP® or CFA, or MBA in Finance designations preferred).
  • Licensed as an investment advisor representative (RIA).
  • Experience managing client relationships in a fiduciary fee-only environment preferred.
  • Experience with qualified plans preferred.
  • Ability to handle multiple tasks and complete in a timely manner.
  • Proficient in Excel, PowerPoint and Outlook.
  • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.
  • Public Accounting experience is a plus.

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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