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Associate Financial Advisor Jobs in Riverside, CA

Focus Partners Wealth

Associate Wealth Advisor

Irvine, CA · On-site

$85K - $95K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Develop, revise, and present financial plans through planning software * Knowledge of tax, estate ...

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Claire Myers Consulting

Private Wealth Associate

Irvine, CA · Hybrid

$125K - $160K/yr

... Advisors • Respond to client inquiries and proactively communicate updates related to financial ... and Associates • Identify opportunities to improve workflows, efficiency, and overall client ...

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 ...

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 · 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 ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Riverside, CA

Associate Financial Advisor information

See Riverside, CA salary details

$40.2K

$70.1K

$117.4K

How much do associate financial advisor jobs pay per year?

As of Jul 12, 2026, the average yearly pay for associate financial advisor in Riverside, CA is $70,063.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,700.00 and $86,100.00 per year, depending on experience, location, and employer.

What does an Associate Financial Advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

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

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an Associate Financial Advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What are the most commonly searched types of Financial Advisor jobs in Riverside, CA? The most popular types of Financial Advisor jobs in Riverside, CA are:
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What job categories do people searching Associate Financial Advisor jobs in Riverside, CA look for? The top searched job categories for Associate Financial Advisor jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Associate Financial Advisor jobs? Cities near Riverside, CA with the most Associate Financial Advisor job openings:
Associate Financial Advisor jobs near you
Associate Financial Advisor - Irvine, CA

Associate Financial Advisor - Irvine, CA

Edward Jones Careers

Irvine, CA • On-site

Other

Re-posted 7 days ago

Edward Jones rating

8.2

Company rating: 8.2 out of 10

Based on 252 frontline employees who took The Breakroom Quiz

48th of 148 rated financial services

Job description

If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
  • Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
  • A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
  • Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
  • Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
  • Resiliency and adaptability in a nimble learning environment
  • Attention to detail, strong organizational and time management skills

Can you see yourself...

  • Providing personalized investment and financial solutions to clients?
  • Cultivating relationships in your local community to grow the business?
  • Contributing to the branch business plan to increase branch effectiveness?

What Edward Jones employees say

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