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Virtual Advisor Jobs in California (NOW HIRING)

Chapman University

Graduate Peer Advisor

Orange, CA · On-site

$22.25 - $29.50/hr

Create flyers for advising sessions. * Create Zoom meetings and reserve a room for drop-in hours ... Hold and manage calendar for in-person and virtual appointments and be available during defined ...

Chapman University

Graduate Peer Advisor

Orange, CA · On-site

$22.25 - $29.50/hr

Create flyers for advising sessions. * Create Zoom meetings and reserve a room for drop-in hours ... Hold and manage calendar for in-person and virtual appointments and be available during defined ...

10,000 Degrees

Financial Aid Advisor

San Rafael, CA · On-site

$31 - $35/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial Aid Advisor LOCATION: Hybrid (on-site + remote) REPORTS TO: Director of Financial Aid ... Manage and staff dedicated in-person or virtual financial aid spaces, providing a consistent ...

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All JobsAdvisor JobsVirtual Advisor JobsVirtual Advisor Jobs in California

Virtual Advisor information

See California salary details

$11

$25

$44

How much do virtual advisor jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for virtual 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.

What is the difference between Virtual Advisor vs Virtual Customer Service Representative?

AspectVirtual AdvisorVirtual Customer Service Representative
Required CredentialsOften requires industry-specific knowledge, certifications, or expertiseTypically requires customer service training or basic certifications
Work EnvironmentRemote, often consulting or advisory settings with client interactionRemote, handling customer inquiries and support
Employer & Industry UsageFinancial, insurance, or consulting firms providing expert adviceRetail, telecom, e-commerce companies providing support
Search & Comparison IntentSeeking expert guidance or specialized adviceLooking for customer support or issue resolution

The main difference between a Virtual Advisor and a Virtual Customer Service Representative lies in their roles and expertise. Virtual Advisors typically offer specialized advice within a specific industry, requiring relevant credentials, while Virtual Customer Service Representatives focus on handling customer inquiries and support tasks. Both roles are remote but serve different purposes based on the employer's needs.

How does a virtual advisor typically collaborate with clients and team members in a remote setting?

As a Virtual Advisor, most interactions with clients and colleagues occur through digital communication platforms such as video calls, emails, and instant messaging. Advisors frequently coordinate with internal teams, such as research analysts or support staff, to provide accurate and timely advice tailored to each client's needs. Effective collaboration requires strong communication skills, proactive scheduling, and familiarity with collaboration tools to ensure seamless client experiences and maintain team alignment despite working remotely.

What is a virtual advisor?

Virtual Advisors are professionals who provide expert guidance, support, or consultation to clients remotely, often through digital platforms such as video calls, chat, or email. They can work in various fields, including finance, education, career development, or wellness, offering personalized advice tailored to individual needs. Virtual Advisors use technology to connect with clients, making their services accessible regardless of location. Their main role is to help clients make informed decisions and achieve their goals efficiently.

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

To thrive as a Virtual Advisor, you need expertise in your advisory field, strong digital communication skills, and relevant educational or professional qualifications. Familiarity with virtual meeting platforms, CRM systems, and secure data-sharing tools is typically required. Exceptional active listening, adaptability, and relationship-building skills help foster trust and personalize client guidance. These skills are crucial for delivering effective, client-focused advice in a remote, technology-driven environment.
What are the most commonly searched types of Advisor jobs in California? The most popular types of Advisor jobs in California are:
What are popular job titles related to Virtual Advisor jobs in California? For Virtual Advisor jobs in California, the most frequently searched job titles are:
What job categories do people searching Virtual Advisor jobs in California look for? The top searched job categories for Virtual Advisor jobs in California are:
What cities in California are hiring for Virtual Advisor jobs? Cities in California with the most Virtual Advisor job openings:
Virtual Advisor jobs near you
Infographic showing various Virtual Advisor job openings in California as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 17% Part Time, 2% Temporary, and 4% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $53,235 per year, or $25.6 per hour.

Associate Wealth Advisor, Schwab Wealth Advisory

Charles Schwab

Walnut Creek, CA

Full-time

Medical, Dental, Vision, Retirement

Re-posted 17 days ago

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory solution built on trust, personalized service, and Schwab’s disciplined approach to investing. As an Associate Wealth Advisor, you’ll support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs.

This role is ideal for someone who thrives in a fast-moving, relationship‑driven environment and takes ownership of both client outcomes and personal growth. Your work directly supports client confidence, advisor effectiveness, and long‑term relationship success.
Through our Wealth Management Institute, mentorship, and ongoing coaching, you’ll build skills in client relationship management, asset allocation, risk awareness, and consultative communication. This position offers real client experience and a direct pathway to becoming a Wealth Advisor.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

  • Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
  • Proactivity: Demonstrates initiative by anticipating needs, identifying next steps early, and taking ownership to move work forward.
  • Coachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.
  • Adaptability: Adjusts effectively to changing priorities, evolving client needs, and new information in a virtual advisory environment.

Additional requirements:

  • Active and valid FINRA Series 7
  • Active and valid FINRA Series 66 (ability to obtain within a 120-day condition of employment)
  • Understands core investment products and markets
  • Applies regulatory and client‑facing fundamentals

Preferred Qualifications:

  • Experience servicing client relationships in financial services
  • Bachelor’s degree or equivalent professional experience

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Apply