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Forbes Advisor Jobs in Addison, TX (NOW HIRING)

ONE WAY HOLDINGS LLC

Financial Advisor

Flower Mound, TX · On-site

Glen Smith, our esteemed CEO and CIO, has been consistently honored as one of Forbes' Best-in-State Wealth Advisors* for seven consecutive years (2019-2025). This prestigious recognition highlights ...

Beacon Pointe

Senior Wealth Advisor

Plano, TX · On-site

$80 - $120/hr

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. #J-18808 ...

CX Institutional LLC

Financial Advisor

Plano, TX · On-site

Credent has been recognized on multiple industry lists, including Forbes' America's Top RIA Firms since 2023, Financial Advisor Magazine's RIA Ranking since 2024, and AdivsorHub's RIAs to Watch since ...

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How much do forbes advisor jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for forbes advisor in Addison, TX is $25.10, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $28.85 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.

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Associate Wealth Advisor

Beacon Pointe Advisors LLC

Plano, TX

$75K - $85K/yr

Full-time

Re-posted 22 days ago

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Plano, TX office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families.

Responsibilities

  • Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
  • Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
  • Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning
  • Assist with business development efforts
  • Coordinating timely investment process of new client accounts within internal guidelines
  • Responsibility for client data in various internal systems including the firm’s portfolio management database (Tamarac)
  • Developing in depth understanding of portfolio construction and risk management
  • Communicating with separate account managers regarding client service issues
  • 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 preferred)
  • Professional Financial Designation (CFP®, CFA, or Series 65, or equivalent work experience) preferred
  • 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
  • Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service

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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