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Associate Financial Advisor Jobs in Riverside, CA

Service Associate

Irvine, CA ยท On-site

$25 - $28/hr

Whether it's responding to advisor questions, preparing quarterly reports, managing projects, or ... We are committed to building strong relationships with our clients and applying sound financial ...

Service Associate

Irvine, CA ยท On-site

$25 - $28/hr

Whether it's responding to advisor questions, preparing quarterly reports, managing projects, or ... We are committed to building strong relationships with our clients and applying sound financial ...

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...

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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:
What are popular job titles related to Associate Financial Advisor jobs in Riverside, CA? For Associate Financial Advisor jobs in Riverside, CA, the most frequently searched job titles are:
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:
Financial Aid Manager

$75K - $90K/yr

Full-time

Medical, Retirement, PTO

Re-posted 9 days ago


Job description

Position Summary

The Financial Aid Manager is responsible for the administration, coordination, and compliance of federal, state, and institutional financial aid programs at SCIT. This role leads and manages the financial aid team, ensuring efficient, accurate, and student-centered operations across all aspects of financial aid administration.

This position ensures accurate and timely processing of financial aid, supports student access and success, and maintains strict adherence to all regulatory requirements, including Title IV programs. The Financial Aid Manager reports directly to the Chief Financial Officer and works closely with students, staff, and institutional leadership to deliver high-quality service while safeguarding institutional compliance.

Key Responsibilities

Financial Aid Administration

  • Oversee the daily operations of financial aid processing, including application review, verification, packaging, and disbursement.
  • Ensure timely and accurate awarding of federal, state, and institutional aid in compliance with all applicable regulations.
  • Monitor student eligibility, satisfactory academic progress (SAP), and enrollment status throughout each academic term.
  • Maintain accurate and complete student financial aid records and ensure data integrity across all platforms and systems.

Compliance and Regulatory Oversight

  • Maintain institutional compliance with all federal (Title IV), state, and accreditor regulations governing financial aid.
  • Interpret and implement changes to financial aid laws, policies, and guidance in a timely and accurate manner.
  • Prepare for and support internal audits, federal program reviews, and accreditation-related compliance reporting.
  • Develop, document, and maintain policies and procedures that ensure consistent regulatory adherence across financial aid operations.
  • Serve as the institutional point of contact for COD (Common Origination and Disbursement), NSLDS, and other federal systems.

Student Support and Advising

  • Counsel students and families on financial aid options, eligibility requirements, award conditions, and borrower responsibilities.
  • Resolve complex or sensitive financial aid issues with professionalism, accuracy, and a student-centered approach.
  • Promote financial literacy and responsible borrowing practices as part of the student advising process.
  • Collaborate with student services staff to support retention and ensure students remain informed about their financial aid status throughout their enrollment.

Systems and Reporting

  • Manage financial aid systems and ensure data integrity across all platforms, including the student information system (SIS).
  • Generate and distribute reports for internal leadership, regulatory agencies, and accreditation purposes.
  • Collaborate with administrative and IT staff to identify and implement process improvements that increase efficiency and accuracy.

Cross-Department Collaboration

  • Partner with Admissions, the Registrar, the Business Office, and Student Services to support enrollment, retention, and student success initiatives.
  • Communicate proactively with institutional leadership on financial aid trends, compliance risks, and opportunities to better serve students.
  • Support strategic enrollment planning through effective financial aid packaging and advising strategies.

Team Leadership and Supervision

  • Directly supervise, train, and evaluate financial aid staff, fostering a culture of accountability, continuous learning, and excellent student service.
  • Set clear performance expectations, provide regular feedback, and support the professional development of team members.
  • Manage workload distribution across the team to ensure timely and accurate processing during peak periods and throughout the academic year.
  • Foster a collaborative, service-oriented, and compliance-focused team environment.
Qualifications

Required

  • Associate's degree in a related field. Bachelor's preferred.
  • 3-5+ years of experience in financial aid administration at the postsecondary level.
  • Demonstrated knowledge of Title IV federal financial aid programs, regulations, and compliance requirements.
  • Hands-on experience with COD (Common Origination and Disbursement), NSLDS, EdExpress and EdConnect.
  • Experience with financial aid management systems and student information systems.
  • High attention to detail and strong organizational skills, with the ability to manage multiple deadlines accurately.
  • Excellent written and verbal communication skills and a genuine commitment to student service.
  • Ability to work independently and take ownership of compliance and operational functions within a small institutional environment.
  • Demonstrated experience supervising and developing staff in a financial aid or related higher education setting.

Preferred

  • Experience at a private, for-profit, or career-focused institution, particularly with Title IV compliance in a proprietary school context.
  • Familiarity with California state aid programs (CSAC - Cal Grant)
  • Familiarity with Veteran Administration (VA) benefits programs (e.g. GI Bill), including experience working with Enrollment Management as a School Certifying Official (SCO)
Schedule Details
  • Mondays-Fridays: 9am-6pm
  • Full-time, 40 hours/week
  • On-site
Compensation and Benefits

The annual salary for the Financial Aid Manager is between $75,000 and $90,000, commensurate with experience and qualifications. Following a successful introductory period, SCIT offers the following benefits:

  • Paid Sick Leave: 40 hours per calendar year.
  • Paid Vacation: 40 hours in the first year; 80 hours annually from the second year onward, accrued each term.
  • Paid Holidays: 8 paid holidays per calendar year.
  • Health Insurance: PPO and HMO plan options with a portion of monthly premiums (up to $400/month) covered by SCIT.
  • 401(k): Eligible to participate after one year of employment and 1,000 hours of service.
Employment Type: FULL_TIME