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Internal Advisor Jobs in California (NOW HIRING)

Capital Group

Internal Wealth Specialist

Los Angeles, CA · On-site

  • Medical

  • Life

  • Retirement

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 ...

Capgroup

Internal Wealth Specialist

Los Angeles, CA

  • Medical

  • Life

  • Retirement

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 ...

EP Wealth Advisors, LLC

Wealth Advisor

San Luis Obispo, CA · Hybrid

$60K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

San Luis Obispo, CA · On-site

$60K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

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 ...

Freestone Capital Management

Client Advisor

San Francisco, CA · On-site

$150K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Collaborate with internal and external advisors (CPAs, attorneys) to craft holistic, tailored wealth plans. * Secure high-net-worth clients from various sources including internal client transitions ...

Freestone Capital Management

Client Advisor

San Francisco, CA · On-site

$150K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Collaborate with internal and external advisors (CPAs, attorneys) to craft holistic, tailored wealth plans. * Secure high-net-worth clients from various sources including internal client transitions ...

EP Wealth Advisors LLC

Wealth Advisor (Torrance)

Torrance, CA · On-site

$60K - $170K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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)

Torrance, CA · Hybrid

$60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Five9

Director, Internal Audit

San Ramon, CA

Serve as a key advisor to the Audit Committee and executive leadership. * Report to the Audit Chair on the internal audit function's activities, findings, and recommendations, with internal reporting ...

Redwood Credit Union

Automation Analyst II

Napa, CA · On-site

$100.60 - $132.55/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Act as an internal advisor to business units on process optimization to identify and eliminate inefficiencies, redundancies, and manual work through intelligent automation. Join us and discover why ...

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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 Aug 15, 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 does an internal advisor do?

An internal advisor provides guidance and support within an organization to help improve processes, resolve issues, and support strategic decision-making. They often analyze data, communicate with stakeholders, and may hold certifications relevant to their field. Their role requires strong communication skills and knowledge of the company's operations.

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 July 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $56,829 per year, or $27.3 per hour.

Senior Wealth Advisor

Beacon Pointe Advisors LLC

San Diego, CA • On-site

$125K - $175K/yr

Full-time

Re-posted 9 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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