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Internal Advisor Jobs in California (NOW HIRING)

EP Wealth Advisors, LLC

Wealth Advisor

Walnut Creek, CA · On-site

$60 - $120/hr

The advisor collaborates with internal teams to ensure comprehensive services and stays updated on market trends and regulations. Strong business development skills are required to attract new ...

New

Mercer Advisors

Wealth Advisor

San Diego, CA · On-site

... internal client needs. All roles classified as a non-exempt are required to record working time ... Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit ...

Mercer Advisors

Wealth Advisor

San Diego, CA · On-site

... internal client needs. All roles classified as a non-exempt are required to record working time ... Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit ...

EP Wealth Advisors

Wealth Advisor (Torrance)

Torrance, CA · On-site

$60 - $170/hr

Support internal marketing efforts by qualifying leads and referring to appropriate advisor team * Liaise with advisory team internal team members including portfolio management, operations and ...

EP Wealth Advisors, LLC

Wealth Advisor

Torrance, CA · On-site

$60 - $170/hr

Support internal marketing efforts by qualifying leads and referring to appropriate advisor team * Liaise with advisory team internal team members including portfolio management, operations and ...

New

Capgroup

Internal Wealth Specialist

Los Angeles, CA · On-site

Home to our talented internal wholesaling teams, the RSO is rooted in a 93-year tradition of ... You will conduct complex sales calls with advisors and work closely with the Wealth Management ...

Mercer Advisors

Wealth Advisor

San Diego, CA · Hybrid

Job Summary: The Wealth Advisor, Guided Investing, focuses on deepening relationships with an ... internal client needs. All roles classified as a non-exempt are required to record working time ...

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Showing results 21-40

All JobsInternal Advisor JobsInternal Advisor Jobs in California

Internal Advisor information

See California salary details

$11

$27

$45

How much do internal advisor jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for internal advisor in California is $27.32, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $28.94 per hour, depending on experience, location, and employer.

What is an internal advisor?

Internal Advisors are professionals within an organization who provide guidance, expertise, and support to various departments or teams. Their role typically involves offering strategic advice, helping solve internal challenges, and ensuring that organizational goals are met efficiently. They may specialize in areas such as human resources, compliance, operations, or business development. By leveraging their in-depth knowledge of the company’s processes and objectives, Internal Advisors help drive improvements and foster collaboration across the organization.

How does an internal advisor typically collaborate with different departments within an organization?

Internal Advisors frequently work cross-functionally, partnering with teams such as HR, finance, operations, and management to provide expert guidance and support on organizational initiatives. They facilitate communication, help align departmental goals with broader company objectives, and often mediate between teams to resolve conflicts or streamline processes. This role requires strong interpersonal skills and the ability to adapt advice to each department's unique needs, making collaboration a central and ongoing part of the job.

What are the key skills and qualifications needed to thrive as an internal advisor, and why are they important?

To thrive as an Internal Advisor, you need strong analytical abilities, problem-solving skills, and a background in business, finance, or a related field, often supported by a relevant degree. Familiarity with data analysis tools, project management software, and CRM systems is typically required. Outstanding communication, relationship-building, and negotiation skills distinguish top performers in this role. These capabilities enable Internal Advisors to provide strategic guidance, drive organizational improvement, and facilitate effective decision-making across departments.

What is the difference between Internal Advisor vs Internal Auditor?

AspectInternal AdvisorInternal Auditor
CredentialsRelevant certifications (e.g., CIA, CPA), industry experienceCertifications like CIA, CPA, or CISA often preferred
Work EnvironmentAdvises management, involved in strategic planningExamines controls, compliance, and financial accuracy
Employer & Industry UsageUsed across industries for risk management and consultingCommon in finance, government, and large corporations for compliance
Search & Comparison IntentPeople compare roles for advisory and strategic functionsPeople compare roles for auditing and compliance purposes

While both roles require similar certifications and work within the same industries, Internal Advisors focus on providing strategic guidance and risk management advice to management. In contrast, Internal Auditors primarily evaluate internal controls, compliance, and financial accuracy. Understanding these differences helps organizations assign the right responsibilities and professionals for their needs.

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

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

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

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

Internal Advisor jobs near you
Infographic showing various Internal Advisor job openings in California as of August 2026, with employment types broken down into 82% Full Time, 14% Part Time, and 4% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $56,829 per year, or $27.3 per hour.

Wealth Advisor

EP Wealth Advisors, LLC

Walnut Creek, CA • On-site

$60 - $120/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Summary

The Wealth Advisor provides personalized financial advice and wealth management strategies to individual clients. This role focuses on building long-term relationships, understanding clients' financial goals, and creating tailored solutions for investment, retirement, and estate planning. The advisor collaborates with internal teams to ensure comprehensive services and stays updated on market trends and regulations. Strong business development skills are required to attract new clients and retain existing ones while ensuring client satisfaction.

Duties and Responsibilities
  • Work closely with branch team to provide service to a defined group of clients
  • Support internal marketing efforts by qualifying leads and referring to appropriate advisor team
  • Liaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients
  • Document client interactions and client related workflows in contact management system
  • Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties.
  • Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
  • Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to achieve the firm's business development and client retention objectives.
Qualifications
  • Undergraduate degree required, preferably in business related major
  • Series 65 or equivalent
  • Minimum 2 years of relationship management/sales experience with a minimum of 1 year in financial services
  • Interest to develop career within financial services industry; working towards CFP certification preferred
  • Basic knowledge of financial and investment concepts
  • Excellent written and verbal communication skills
  • Demonstrated interpersonal skills with the ability to work well within a collaborative environment
  • Reliable, organized and goal-oriented
  • Ability to work independently, self-directed, and exercise discretion without immediate supervision always
  • Ability to multi-task under pressure, prioritize workflow and assignments in a deadline-oriented environment
  • Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook
What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

  • 11 Paid Holidays + 2 Floating Holidays
  • PTO
  • Paid Parental Leave
  • Paid Volunteer Time
  • Flexible Work Schedule
  • Highly subsidized Health, Dental, and Vision Plans
  • 401k Retirement Account with company match contributions
  • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
  • Flexible Spending Accounts and Health Savings Accounts
  • Employee Financial Education
  • Employee Educational Expense Reimbursement
  • Employee Charitable Donations
  • Employee Referral Incentives
  • Employee Team Building Activities
  • Employee Assistance Program

$60,000 - $120,000 a year

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

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