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Associate Advisor Jobs in Riverside, CA (NOW HIRING)

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

Service Advisor

Riverside, CA

$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 ...

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 ...

Camping World Holdings, Inc.

Service Advisor

Riverside, 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 ...

Camping World

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 ...

Micro Center

SERVICE EXPERIENCE ADVISOR

Tustin, CA · On-site

$18.50/hr

It is Micro Center's core promise to take care of our associates and customers which has led to our success over the last 40+ years! Starting Pay is: $18.50 The Service Experience Advisor is the ...

Scripps College

Financial Aid Advisor

Claremont, CA · On-site

$20 - $25.75/hr

Reporting to the Director of Financial Aid and working closely with the Associate Director of Financial Aid, the Financial Aid Advisor has primary responsibility for advising and counseling ...

Scripps College

Financial Aid Advisor

Claremont, CA

$20 - $25.75/hr

Reporting to the Director of Financial Aid and working closely with the Associate Director of Financial Aid, the Financial Aid Advisor has primary responsibility for advising and counseling ...

Corvel

Senior Advisor (Managed Care)

Irvine, CA

$99K - $166K/yr

The Senior Advisor serves as a trusted advisor to clients and internal stakeholders, leveraging ... Provides indirect leadership to managed care associates, claims, account management, and sales

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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 Jul 12, 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 an associate adviser?

An associate adviser is a professional who supports senior advisers by assisting with client consultations, research, and financial planning tasks. They often hold relevant certifications and work under supervision to develop their skills and knowledge in advising clients or customers.

Can financial advisors make $500,000 a year?

Financial advisors, including associate advisors, can potentially earn $500,000 annually, especially with extensive experience, a strong client base, and high-value assets under management. However, such earnings are typically achieved by top performers in the industry, often with additional certifications like the CFP or CFA, and may involve commissions, bonuses, or profit sharing. Most entry-level or mid-level advisors earn significantly less than this amount.

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.

Is $200,000 enough to work with a financial advisor?

For an Associate Advisor, a $200,000 investment can be sufficient to start working with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors require minimum investments that can range from $25,000 to $100,000 or more, but some offer services for lower amounts or on a fee-only basis. It's important to discuss fees and services directly with the advisor to determine if your investment aligns with their requirements.

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 does an associate advisor do?

An associate advisor supports financial advisors or clients by preparing reports, analyzing data, and assisting with client communications. They often handle administrative tasks, maintain client records, and may use financial planning software. This role typically requires strong organizational skills and relevant certifications or training.

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 July 2026, with employment types broken down into 90% Full Time, 9% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $56,275 per year, or $27.1 per hour.

Financial Advisor, CFP Professional

Tax Alchemy

Irvine, CA • On-site, Remote

$85K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Job description

Financial Advisor, CFP Professional
Department: Financial Advisory
Employment Type: Full Time
Location: Remote
Reporting To: Principal & CEO
Compensation: $85,000 - $100,000 / year
Description
We are seeking an experienced, client-focused Financial Advisor to serve as the lead relationship manager and primary decision partner for the firm's clients. Operating within a structured pod model alongside a Client Service Associate, this individual will focus exclusively on advice, communication, and decision-marking - delivering a consistent, high-quality planning experience within a defined system and cadence.
This role is best suited for a CFP professional who brings both technical depth and exceptional interpersonal skill - someone who can translate complex financial strategies into clear, confident guidance and who takes genuine ownership of client outcomes and relationships.
Key Responsibilities
Serve as the trusted lead advisor for up to approximately 120 HNW client households - delivering clear, prioritized financial guidance, leading all client-facing engagements, and ensuring every client feels informed, supported, and confident in their financial direction.
1. Client Relationship Management
  • Serve as the primary point of contact and trusted advisor for an assigned book of up to ~120 client households
  • Lead all client meetings, reviews, and planning conversations with clarity and confidence
  • Maintain proactive, consistent communication to ensure clients remain engaged and informed
  • Foster long-term relationships built on trust, responsiveness, and demonstrated value

2. Financial Planning & Advisory Delivery
  • Interpret and refine planning outputs generated within the firm's structured planning system
  • Deliver prioritized, actionable financial guidance across:
    • Investment strategy and portfolio positioning
    • Tax-aware planning and optimization
    • Retirement income and accumulation planning
    • Risk management and insurance review
    • Estate planning fundamentals
  • Communicate complex strategies in a manner that is clear, accessible, and meaningful to each client

3. Internal Coordination & Execution
  • Collaborate closely with the Financial Planning Associate and Investment Operations Associate to ensure seamless execution of client deliverables
  • Delegate appropriately within the pod structure while maintaining accountability for overall client experience
  • Ensure all planning outputs, action items, and follow-throughs are completed accurately and on time

4. Firm Growth & Professional Representation
  • Uphold the firm's standards of excellence in every client interaction and external engagement
  • Participate in firm initiatives, process improvements, and team development as appropriate

Success in this role is measured by the quality and longevity of client relationships. Key performance indicators include:
  • Client retention and renewal rates
  • Client engagement levels and meeting participation
  • Responsiveness and follow-through on client commitments
  • Overall client confidence and satisfaction in the advisory relationship
  • Contribution to firm growth through referrals and professional representation

Qualification & Required Experience
Required
  • Active Series 65/66 or equivalent advisory license
  • 3+ years of client-facing financial planning & advisory experience
  • All licenses and designations must be valid and in good standing
  • Strong technical knowledge across investments, tax-aware planning, retirement, risk management, and estate fundamentals
  • Demonstrated ability to manage client relationships independently and with confidence

Preferred
  • CFP® designation (or actively in progress)
  • Experience working within a team-based or pod advisory model
  • Familiarity with structured financial planning systems and client engagement cadences
  • Track record of strong client retention and satisfaction

Skills & Attributes
  • Exceptional verbal and written communication skills - able to simplify complexity without losing substance
  • High emotional intelligence and genuine care for client wellbeing
  • Strong organizational discipline and ability to manage a large, active client book
  • Proactive, ownership-driven mindset with a bias toward follow-through
  • Collaborative team player who operates effectively within a structured pod model
  • Discretion and professionalism in handling sensitive financial and personal client matters
  • Comfortable operating in a high-accountability, results-oriented environment

Benefits
  • Work from home
  • Medical, dental, vision, life and voluntary life insurance
  • 401(k) with company match
  • Paid vacation and sick days
  • Paid holidays
  • Potential for bonus of up to 20% of base compensation annually, tied to client outcomes and relationship metrics
  • Unlimited upside through AUM-based and insurance revenue participation - compensation scales directly with client outcomes, relationships longevity, and overall firm growth

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