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Software Advisor Jobs in California (NOW HIRING)

Crusoe

Principal Systems Software Engineer

San Francisco, CA · On-site

$159K - $213K/yr

In this position, you will bridge the gap between silicon and software, advising executive leadership on critical hardware/software co-design pivots while remaining hands-on enough to lead elite R&D ...

Crusoe

Principal Systems Software Engineer

San Francisco, CA · On-site

$159K - $213K/yr

In this position, you will bridge the gap between silicon and software, advising executive leadership on critical hardware/software co-design pivots while remaining hands-on enough to lead elite R&D ...

Transitions Wealth Advisors

Be Seen First

Financial Advisor

San Jose, CA · On-site

$150K - $200K/yr

The candidate will be expected to utilize their advisor skills, knowledge and experience in risk ... Creating financial models in planning software (eMoney) * Develop strategic recommendations for ...

Transitions Wealth Advisors

Associate Advisor

San Jose, CA · On-site

$95K - $120K/yr

Support senior advisors in serving the firm's 180+ client households (minimum of 5-7 client ... Prepare financial models in planning software (eMoney) * Help develop recommendations for products ...

Software Resources

Senior Software Engineer

Burbank, CA · On-site

$85 - $90/hr

Software Resources has an immediate job opportunity for a Senior Software Engineer with a major ... Ability to bring prior experience into projects and advise on best practice * Ability to work in a ...

Burton Enright Welch

Advisor

Walnut Creek, CA · On-site

$110K - $165K/yr

... software and other planning topics/strategies • Work closely with Client Services Team to ensure ... Advisors III. QUALIFICATIONS Experience and Education: • Bachelor's degree • CFP ® designation ...

Burton Enright Welch

Advisor

Walnut Creek, CA · On-site

Act as a subject matter expert on financial planning software and other planning topics/strategies ... Advisors III. QUALIFICATIONS Experience and Education: Bachelor's degree CFP designation CPA and ...

HERS Advisors

Sr. Software Engineer- Hybrid/Remote

Orange, CA · Hybrid

$130K - $172K/yr

Software Engineer HERS Advisors is seeking a talented Software Engineer for a prestigious health system in Southern CA. As the engineer you will be responsible for the writing and maintenance of ...

United Kia Imperial

Service Advisor

Imperial, CA · On-site

$50K - $110K/yr

Service Advisor We are seeking a highly motivated and customer-oriented Service Advisor to join our ... Proficiency with computer systems and software * Valid driver's license If you are passionate about ...

United Kia

Service Advisor

Imperial, CA

Service Advisor We are seeking a highly motivated and customer-oriented Service Advisor to join our ... P roficiency with computer systems and software * V alid driver's license If you are passionate ...

United Kia

Service Advisor

Imperial, CA · On-site

Service Advisor We are seeking a highly motivated and customer-oriented Service Advisor to join our ... P roficiency with computer systems and software * V alid driver's license If you are passionate ...

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All JobsSoftware Advisor JobsSoftware Advisor Jobs in California

Software Advisor information

See California salary details

$11

$25

$44

How much do software advisor jobs pay per hour?

As of Jun 17, 2026, the average hourly pay for software advisor in California is $25.59, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $29.42 per hour, depending on experience, location, and employer.

How does a Software Advisor typically collaborate with clients and internal teams during a software selection project?

A Software Advisor acts as a bridge between clients and technical teams, working closely with stakeholders to understand business needs and recommend suitable software solutions. During a software selection project, they facilitate requirements-gathering sessions, evaluate options, and coordinate with internal consultants, sales, and implementation specialists to ensure recommendations align with both client objectives and technical feasibility. Regular communication and project updates are essential, as Software Advisors often manage expectations and help navigate challenges like budget limitations or integration complexities.

What are the key skills and qualifications needed to thrive as a Software Advisor, and why are they important?

To thrive as a Software Advisor, you need a strong understanding of software solutions, business process analysis, and experience in technology consulting, often supported by a relevant degree or industry certifications. Familiarity with CRM systems, ERP platforms, and software evaluation tools is commonly required. Exceptional communication, problem-solving abilities, and relationship-building skills help you effectively bridge the gap between clients and technical teams. These competencies are crucial for accurately assessing client needs, recommending suitable solutions, and ensuring successful software adoption.

What are Software Advisors?

Software Advisors are professionals who help businesses and individuals select, implement, and optimize software solutions based on their unique needs. They assess current processes, recommend appropriate software tools, and often assist with training and onboarding. Their expertise helps clients make informed technology decisions, avoid costly mistakes, and ensure software aligns with business goals. Software Advisors may work independently, for consulting firms, or within software vendor organizations.
What are popular job titles related to Software Advisor jobs in California? For Software Advisor jobs in California, the most frequently searched job titles are:
What job categories do people searching Software Advisor jobs in California look for? The top searched job categories for Software Advisor jobs in California are:
Software Advisor jobs near you
Infographic showing various Software Advisor job openings in California as of June 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $53,235 per year, or $25.6 per hour.

Associate Advisor - Glendora, CA

Advisor Talent Solutions

Glendora, CA • On-site

$70K - $95K/yr

Full-time

Medical, Dental, Retirement

Posted 2 days ago

Job description

Position: Associate Advisor
Firm: Vosberg Wealth Management
Location: Glendora, CA
About Us:
Vosberg Wealth Management is a retirement-focused financial planning practice based in Glendora, CA. We specialize in helping individuals over 50 navigate retirement with confidence — covering everything from retirement income planning and Social Security to tax planning, Medicare, and investment management. As a fiduciary, we are committed to providing independent, personalized advice in the best interest of every client we serve. We take a structured, step-by-step approach to financial planning and pride ourselves on building lasting relationships with the people we work with.
Overview:
We are looking for a driven and client-focused Associate Advisor to work directly alongside our lead financial advisor. This is more than a support role — you will actively participate in client meetings, contribute to financial plan development, and build toward managing your own client relationships as the practice grows. This role has the opportunity for advancement into a Financial Planner role. If you want to be part of a fast-growing firm with opportunity for advancement, this is the opportunity for you.
What You'll Do:
  • Participate in client meetings alongside the lead advisor
  • Build, prepare, and present comprehensive retirement plans and tax strategies
  • Develop and maintain client relationships with a focus on long-term trust
  • Provide proactive support to advisors and clients, anticipating needs and opportunities
  • Serve as an ongoing advisor for existing client relationships
  • Provide planning recommendations across retirement income, Social Security, tax, Medicare, and investment strategies
  • Assist with onboarding new clients and ensuring a seamless client experience
  • Manage account paperwork and coordinate with custodians
  • Maintain accurate client records in CRM
  • Stay current on financial planning strategies and tax law changes affecting retirees
What We're Looking For:
  • Bachelor’s degree required
  • Active Series 65 or Series 66 license
  • Life Insurance license
  • 2–4 years of experience in a financial planning or advisory role
  • CFP coursework, CFP candidacy, or CFP designation a plus
  • Solid understanding of retirement planning concepts — income planning, Roth conversions, RMDs, Social Security, and Medicare
  • Familiarity with financial planning software (eMoney, MoneyGuidePro, RightCapital or similar)
  • Knowledge of tax planning software a plus
  • CRM experience
  • Experience managing client relationships and communication
  • Experience with account paperwork and workflows
  • Strong communicator — confident in client-facing situations
  • Detail-oriented, organized, and able to work independently
  • Growth mindset — you want to build something and grow into a lead advisor role
What You’ll Get:
Pay amp; Perks:
  • Base salary: $70,000 – $95,000/year depending on experience
  • Performance bonus potential
  • 401(k) with match
  • Benefits package (health, dental)
  • Clear and defined path to Lead Advisor as the practice expands
Schedule:
  • In office: Monday – Friday, 8:30am - 5:00pm
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

Apply