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Entry Level Financial Advisor Jobs in Rialto, CA

Techoundsllc

Accountant

Chino Hills, CA

... Report financial information to management * -- Create and analyze budgets * -- Advise management on tax ramifications of business decisions * -- Act as a consultant in areas such as compensation ...

Raising Cane's

Restaurant Crewmember

Anaheim Hills, CA · On-site

$20/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Ontario, CA · On-site

$20/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Anaheim, CA · On-site

$20/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Ontario, CA · On-site

$20/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Ontario, CA · On-site

$20/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Ontario, CA

$20/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Ontario, CA · On-site

$20/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Anaheim, CA · On-site

$20/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Ontario, CA

$20/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Anaheim Hills, CA · On-site

$20/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Anaheim, CA · On-site

$20/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Rialto, CA

Entry Level Financial Advisor information

See Rialto, CA salary details

$36.1K

$102.4K

$144.4K

How much do entry level financial advisor jobs pay per year?

As of Aug 28, 2026, the average yearly pay for entry level financial advisor in Rialto, CA is $102,418.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,200.00 and $131,400.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an entry level financial advisor?

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

Can you become an entry level financial advisor with no experience?

Entry level financial advisor roles typically require some knowledge of finance and strong communication skills, but many employers are willing to train candidates with no prior experience. Obtaining relevant certifications, such as the Series 7 or Series 66, can improve job prospects. Entry-level positions often focus on learning the industry, client interaction, and developing financial planning skills.

How do I get started as an entry level financial advisor?

To start as an entry level financial advisor, obtain a bachelor's degree in finance, economics, or a related field, and gain knowledge of financial planning and investment strategies. Completing licensing exams such as the Series 7 and Series 66 is typically required, along with developing strong communication and analytical skills. Entry-level roles often involve supporting senior advisors and gaining experience in client service and financial analysis.

What do entry level financial advisors do?

Entry level financial advisors assist clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often working under the supervision of more experienced advisors and obtaining relevant certifications like the Series 7 or Series 63 license.

What are the most commonly searched types of Financial Advisor jobs in Rialto, CA?

The most popular types of Financial Advisor jobs in Rialto, CA are:

What are popular job titles related to Entry Level Financial Advisor jobs in Rialto, CA?

For Entry Level Financial Advisor jobs in Rialto, CA, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Advisor jobs in Rialto, CA look for?

The top searched job categories for Entry Level Financial Advisor jobs in Rialto, CA are:

What cities near Rialto, CA are hiring for Entry Level Financial Advisor jobs?

Cities near Rialto, CA with the most Entry Level Financial Advisor job openings:

Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in Rialto, CA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $102,418 per year, or $49.2 per hour.

Junior Financial Advisor in training

Upland, CA • On-site

Zapata Private Wealth Group
See more jobs at Zapata Private Wealth Groupexternal

$3.0K - $5.0K/mo

Full-time

Retirement

Re-posted 13 days ago

Job description

Benefits:
  • 401(k)
  • Bonus based on performance
  • Employee discounts

Junior Financial Advisor in trainingZapata Private Wealth Group

???? Upland, CA
 ⏱ Full-Time
???? Start your career in financial services with a growing boutique firm that will train, mentor, and invest in your success. No industry experience required—just a strong work ethic and a desire to learn.

About Us

Zapata Private Wealth Group is a boutique financial planning firm dedicated to delivering exceptional client experiences and long-term financial guidance.
We are looking for a motivated, detail-oriented recent graduate who wants to begin a career in financial services and learn directly from experienced professionals in a growing firm.
This is more than an administrative role — it’s an opportunity to learn the business, develop real-world skills, and build a long-term career in the financial industry.

Who This Role Is Perfect For

This position is ideal for someone who:
  • Recently graduated with a degree in Finance, Economics, Business, or Financial Services
  • Wants to learn how a successful financial planning firm operates
  • Is interested in eventually building a career in wealth management
  • Is coachable, driven, and eager to grow
What You’ll Do

  • Provide administrative support to advisors
  • Assist with client service requests and follow-up
  • Prepare and process paperwork and account documents
  • Maintain accurate client records and systems
  • Manage scheduling, calendars, and appointments
  • Handle client communication (phone, email, follow-up)
  • Support new client onboarding
  • Help maintain an organized and professional office environment
What You’ll Learn

  • How a boutique financial planning firm operates
  • Client service and relationship management best practices
  • Industry systems, workflows, and processes
  • The foundation for a long-term career in financial services
No Experience Required – We’ll Train You

You do not need prior financial industry experience.
We will train you on:
  • Our systems and processes
  • How we deliver exceptional client service
  • The approach that drives our firm’s success
Career Growth & Licensing Support

If obtaining your industry licenses (Series 6, 7, 63, etc.) is part of your career plan, we will support and guide you through that process.

This role is designed to grow into higher-level client service and advisory opportunities over time.
Compensation

  • $36,000 – $50,000 base salary (entry-level)
  • $3,000 – $5,000 bonus potential
  • Significant long-term income potential once licensed and advancing within the firm
Why Join Zapata Private Wealth Group

  • Hands-on training and mentorship
  • Direct exposure to experienced advisors
  • Learn how a successful boutique firm operates
  • Clear path for career growth in financial services
Apply Today

If you're a recent graduate motivated to start a career in financial services and grow within a firm, we’d love to hear from you.