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Associate Advisor Jobs in Riverside, CA (NOW HIRING)

H&R Block

Block Advisor Tax Advisor

Irvine, CA · On-site

$11 - $80/hr

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

West Coast University, Inc.

Admissions Advisor

Ontario, CA · On-site

$28.53 - $38.51/hr

Choose To Make A Difference As an Admissions Advisor for a certified Great Place to Work, you will ... Our associates are united behind that purpose and share a deep commitment to our values of teamwork ...

West Coast University, Inc.

Admissions Advisor

Ontario, CA · On-site

$28.53 - $38.51/hr

Choose To Make A Difference As an Admissions Advisor for a certified Great Place to Work, you will ... Our associates are united behind that purpose and share a deep commitment to our values of teamwork ...

Mercer Advisors

Tax Associate

Irvine, CA · Hybrid

$80K - $95K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... The Tax Associate is personable, demonstrates superior communication skills, and possesses the ...

Toyota of Hemet

Service advisor

Hemet, CA · On-site

$48K - $120K/yr

Vocational training in automotive technology or an associate degree with a focus on service operations. * ASE certification preferred * Minimum 1 year service advisor experience * Mechanical ...

Westpark Automotive Company Inc

Service advisor

Hemet, CA · On-site

$36K - $120K/yr

Vocational training in automotive technology or an associate degree with a focus on service operations. * ASE certification preferred * Minimum 1 year service advisor experience * Mechanical ...

Toyota of Hemet

Service advisor

Hemet, CA · On-site

$36K - $120K/yr

Vocational training in automotive technology or an associate degree with a focus on service operations. * ASE certification preferred * Minimum 1 year service advisor experience * Mechanical ...

Cal Poly Pomona

Student Success Advisor

Pomona, CA · On-site

... Associate Deans, Department Chairs, faculty, and staff, as well as the Office of Student Success, the Bronco Advising Center, University Advising, the Registrar's Office, and staff from supplemental ...

Smith Chason College

Externship Advisor

Ontario, CA · On-site

$21.63 - $26.44/hr

Purpose: The Externship Advisor is responsible for supporting the overall functioning and ... Minimum of an Associate's Degree or equivalent but relevant experience, Bachelor's Degree preferred.

Smith Chason College

Externship Advisor

Ontario, CA · On-site

$21.63 - $26.44/hr

Purpose: The Externship Advisor is responsible for supporting the overall functioning and ... Minimum of an Associate's Degree or equivalent but relevant experience, Bachelor's Degree preferred.

Tax Alchemy

Financial Advisor, CFP Professional

Irvine, CA · On-site +1

$85K - $100K/yr

Financial Advisor, CFP Professional Department: Financial Advisory Employment Type: Full Time ... Operating within a structured pod model alongside a Client Service Associate, this individual will ...

Camping World Holdings, Inc.

Service Advisor

Colton, CA · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Riverside, CA

Associate Advisor information

See Riverside, CA salary details

$12

$27

$47

How much do associate advisor jobs pay per hour?

As of Jun 21, 2026, the average hourly pay for associate advisor in Riverside, CA is $27.06, according to ZipRecruiter salary data. Most workers in this role earn between $19.33 and $31.11 per hour, depending on experience, location, and employer.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an Associate Advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

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

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are popular job titles related to Associate Advisor jobs in Riverside, CA? For Associate Advisor jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Riverside, CA look for? The top searched job categories for Associate Advisor jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Associate Advisor jobs? Cities near Riverside, CA with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Riverside, CA as of June 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $56,275 per year, or $27.1 per hour.

Associate Advisor - Glendora, CA

Advisor Talent Solutions

Glendora, CA

$70K - $95K/yr

Full-time

Medical, Dental, Retirement

Posted 6 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

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