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Internal Advisor Jobs (NOW HIRING)

Aprio

Wealth Advisor

Chicago, IL · On-site +1

$150K - $250K/yr

Partner with internal tax advisors to provide interdisciplinary expertise to clients. * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.

TIAA

Advisor Consultant

New York, NY · On-site

Work effectively in a team environment with Market Leader, Advisor Consultants, Specialists and Internal Advisor Consultants in market. * Manage pipeline process to keep track of opportunities ...

TIAA

Advisor Consultant

New York, NY · On-site

Work effectively in a team environment with Market Leader, Advisor Consultants, Specialists and Internal Advisor Consultants in market. * Manage pipeline process to keep track of opportunities ...

pompstire

Manager In Training - Washington

Tacoma, WA · On-site

The individual in this role will also serve as an internal advisor to our locations while building strong vendor relationships to maximize fleet uptime. Why Join Us? * Comprehensive Benefits ...

CBIZ

Tax Director

Fairlawn, OH · Hybrid

Maybe the internal advisor on technical matters as a Subject Matter Expert * Maybe a member of the Senior Operations Management Team * Drive a team environment; demonstrate support of management ...

pompstire

Manager in Training - Oregon

Portland, OR · On-site

The individual in this role will also serve as an internal advisor to our locations while building strong vendor relationships to maximize fleet uptime. Why Join Us? * Comprehensive Benefits ...

Myers and Stauffer

Tax Director

Fairlawn, OH · Hybrid

Maybe the internal advisor on technical matters as a Subject Matter Expert * Maybe a member of the Senior Operations Management Team * Drive a team environment; demonstrate support of management ...

pompstire

Manager in Training - Oregon

Salem, OR · On-site

The individual in this role will also serve as an internal advisor to our locations while building strong vendor relationships to maximize fleet uptime. Why Join Us? * Comprehensive Benefits ...

Myers and Stauffer

Tax Director

Kansas City, MO · Hybrid

May be the internal advisor on technical matters as a Subject Matter Expert * May be a member of the Senior Operations Management Team * Drive a team environment; demonstrate support of management ...

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Internal Advisor information

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How much do internal advisor jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for internal advisor in the United States is $27.68, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $29.33 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.

More about Internal Advisor jobs
What cities are hiring for Internal Advisor jobs? Cities with the most Internal Advisor job openings:
What states have the most Internal Advisor jobs? States with the most job openings for Internal Advisor jobs include:
What job categories do people searching Internal Advisor jobs look for? The top searched job categories for Internal Advisor jobs are:
Internal Advisor jobs near you
Infographic showing various Internal Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $57,583 per year, or $27.7 per hour.

Wealth Advisor

Aprio

Chicago, IL • On-site, Remote

$150K - $250K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 7 days ago

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Wealth Management team and you will help clients maximize their opportunities.  Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their dynamic team. 
 
As a Wealth Advisor at Aprio, you are responsible for advising families on building, preserving and managing their wealth. At Aprio, we provide contextual advice at the intersection of Tax Planning, Financial Planning, and investment Management. You will be a key part of the tam providing our clients that advice. You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals. The Wealth Advisorshould have substantial knowledge in financial planning concepts, investments, estate and retirement planning, and insurance. Our client experience revolves around a personal financial plan and includes advice on all our clients' financial needs. 
Responsibilities:
  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. 
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and risk management. 
  • Facilitate client meetings, organize meeting notes, follow up regarding meetings, and respond to client and internal advisor inquiries.  
  • Perform investment management tasks such as account review, rebalancing, and tax loss harvesting, and can place trades when needed on occasion.  
  • Drive business results and acquire new assets, both from the existing client base and new client acquisition. 
  • Exhibit technical knowledge and competency in investment management (specifically with the ETF and mutual fund markets), retirement, insurance, and estate planning, charitable giving, and cash flow planning.  
  • Partner with internal tax advisors to provide interdisciplinary expertise to clients.  
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills. 
Qualifications:
  • Bachelor's degree. 
  • CFP designation, or working towards it. 
  • 5+ years' experience working in Financial Planning for an RIA or Wealth Management Firm. 
  • The series 65 license is required for the position; however, unlicensed candidates are considered but required to obtain licenses within 120 days of the start date. 
  • Ability to integrate financial strategies and investments for clients. 
  • Able to gain and maintain the respect of high-net-worth clients. 
  • Excellent knowledge of financial markets, products, and services. 
  • Ability to juggle multiple projects successfully. 
  • Exceptional attention to detail and skilled problem solver. 
  • Strong listening, communication, organizational, and interpersonal skills. 
  • Proactive, takes initiative, and uses critical thinking to solve problems. 
  • Proven capability to work in a team environment. 
  • Advanced knowledge in Excel with experience in Microsoft Office products.  
  • Knowledge of financial planning software.  
  • Entrepreneurial spirit. 
$150,000 - $250,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. 
The application window is anticipated to close on July 20, 2026 and may be extended as needed.

Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 
 
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
 
 
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
 
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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