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Associate Financial Services Jobs in Riverside, CA

AIR Communities

Financial Analytics Associate

Irvine, CA · On-site

$75K - $85K/yr

... class customer service to our residents. At AIR, we value integrity, respect, collaboration ... We are looking for a Financial Analyst to join our fast-paced West Operations Finance Team. You ...

Yum! Brands

Associate Manager, FP&A

Irvine, CA · Hybrid

$109K - $122K/yr

We're not only the largest Mexican-inspired quick service brand (QSR) in the world, we're also part ... Reporting to the Sr. Manager of FP&A, the Associate Manager will oversee key areas of the P&L ...

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

Associate Financial Services information

See Riverside, CA salary details

$14

$33

$70

How much do associate financial services jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for associate financial services in Riverside, CA is $33.35, according to ZipRecruiter salary data. Most workers in this role earn between $21.59 and $35.87 per hour, depending on experience, location, and employer.

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What are the most commonly searched types of Financial Services jobs in Riverside, CA?

The most popular types of Financial Services jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Associate Financial Services jobs?

Cities near Riverside, CA with the most Associate Financial Services job openings:

Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Riverside, CA as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $69,358 per year, or $33.3 per hour.

Financial Services Representative

TransGlobal Holdings Co.

Ontario, CA • On-site

Full-time, Contractor

Medical, Life, Retirement

Posted 17 days ago

Job description

Position Overview

TransGlobal is seeking ambitious and client-focused professionals to join our growing Financial Services team. In this role, you will help individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized solutions, including Insurance, Retirement Planning, Wealth Accumulation Strategies, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services.

This is a fully remote, commission-based independent contractor (1099) opportunity offering flexibility, professional growth, and unlimited earning potential.

We proudly serve a diverse community. Candidates fluent in Mandarin 中文, Korean 한국어, Indonesian Bahasa Indonesia, Vietnamese Tiếng Việt, or Japanese 日本語 are strongly encouraged to apply.

欢迎会说中文、한국어、Bahasa Indonesia、Tiếng Việt 或 日本語 的候选人加入我们！

(Speakers of Mandarin, Korean, Indonesian, Vietnamese, or Japanese are warmly encouraged to apply.)

Responsibilities
  • Conduct financial needs analyses and identify opportunities to help clients achieve their financial goals
  • Develop personalized financial strategies based on clients' objectives, risk tolerance, and life stage
  • Educate clients on insurance, retirement, wealth accumulation, asset protection, and legacy planning concepts
  • Present financial solutions designed to address clients' short-term and long-term financial needs
  • Build and maintain long-term client relationships through regular reviews and ongoing support
  • Assist clients throughout the application, underwriting, and implementation process
  • Maintain accurate client records and documentation in company systems
  • Stay informed on financial industry trends, market developments, and product offerings
  • Collaborate with specialists in insurance, mortgage, real estate, tax, and retirement planning when appropriate
Qualifications
  • Financial services, insurance, banking, mortgage, real estate, or sales experience preferred
  • Active Life & Health License preferred but not required
  • Securities licenses (Series 6, 63, 65, 7, or equivalent) are a plus but not required
  • Strong interpersonal and communication skills
  • Self-motivated with an entrepreneurial mindset
  • Ability to work independently and manage multiple client relationships
  • Strong presentation and problem-solving skills
  • Legally authorized to work in the United States
Why Join TransGlobal?

At TransGlobal, we provide an entrepreneurial platform designed to help financial professionals grow their business and serve their communities.

We offer:

  • Competitive commission structure with uncapped earning potential
  • No upfront fees or hidden costs
  • No sales quotas or recruitment requirements
  • Comprehensive training and mentorship programs
  • Access to a broad range of insurance and financial solutions
  • Zoom-based and in-person training opportunities
  • Local office and technical support
  • Marketing and business development resources
  • Flexible remote work environment
  • Opportunities for professional growth and leadership development
What We're Looking For

We're seeking individuals who are:

  • Entrepreneurial and self-driven
  • Passionate about helping others improve their financial well-being
  • Goal-oriented and committed to personal growth
  • Skilled at building trust and long-term client relationships
  • Coachable and open to mentorship
  • Eager to develop expertise in financial planning and wealth-building strategies
Preferred Backgrounds

We welcome candidates from a variety of professional backgrounds, including:

  • Financial Advisors
  • Insurance Agents
  • Retirement Planning Specialists
  • Mortgage Loan Officers
  • Real Estate Agents
  • CPAs and Tax Professionals
  • Bankers and Relationship Managers
  • Wealth Management Associates
  • Business Consultants
  • Sales Professionals
Not Yet Licensed?

No problem.

We provide:

  • Free pre-licensing training and support
  • Licensing guidance and exam preparation
  • One-on-one mentorship
  • Product and sales training
  • Career development opportunities
Compensation1099 Independent Contractor Position
  • Commission-only compensation
  • No base salary or hourly wage
  • Unlimited earning potential
  • Performance-based bonuses and incentives may be available
Learn More About Us

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