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Entry Level Financial Planner Jobs in Riverside, CA

The Fortitude Team

Entry Level Financial Planner

Murrieta, CA · On-site

$77K - $104K/yr

Description Join The Fortitude Team as an entry-level Financial Planner and embark on a rewarding career where you make a difference in people's lives. We're dedicated to empowering individuals and ...

Ingrammicro

Financial Analyst - Corporate FP&A

Irvine, CA · On-site

$61K - $98K/yr

Corporate Financial Analyst - FP&A Data & Analytics The Corporate Financial Analyst is an entry-level role within Corporate FP&A with a strong focus on data analytics, financial systems, forecasting ...

804 Technology

Planner

Irvine, CA

Professional entry level position at least 1 year of experience * Bachelor's degree in business ... Ability to read, analyze, and interpret financial reports and policies. * Ability to respond to ...

City of Cudahy, CA

Assistant Planner

Santa Ana, CA · On-site

$65K - $79K/yr

This is the entry level professional classification in the planning series. Positions in this class ... Finance with submitting funding requests, and assisting parks and recreation with submitting ...

LHH US

Entry Level Accounting Clerk

Corona, CA

$19 - $23/hr

Accurately enter and maintain financial information within the company's accounting system ... Experience working with ERP systems or accounting software preferred * Strong attention to detail ...

City of Cudahy, CA

Associate Planner

Santa Ana, CA · On-site

$79K - $96K/yr

Positions in this class are normally filled by advancement from the entry level professional ... Finance with submitting funding requests, and assisting parks and recreation with submitting ...

InsuraTec

Sales Representative (Remote)

San Jacinto, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Montclair, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Hemet, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Claremont, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Riverside, CA

Entry Level Financial Planner information

See Riverside, CA salary details

$52.7K

$100.9K

$145.5K

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

As of Sep 12, 2026, the average yearly pay for entry level financial planner in Riverside, CA is $100,864.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,300.00 and $106,400.00 per year, depending on experience, location, and employer.

What does an entry level financial planner do?

As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.

What are the key skills and qualifications needed to thrive as an entry level financial planner, and why are they important?

To thrive as an Entry Level Financial Planner, you need a foundational understanding of financial concepts, personal finance, and investment strategies, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, Microsoft Excel, and pursuit or possession of certifications like CFP or Series 7 is typical. Strong interpersonal skills, active listening, and ethical judgment are essential for building trust and understanding client needs. These skills and qualities are crucial for providing sound financial advice and establishing lasting client relationships in a competitive industry.

What are some common challenges faced by entry level financial planners during their first year on the job?

Entry level financial planners often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts to clients, and staying updated on constantly changing financial regulations. They also need to adapt quickly to using a variety of financial planning software and tools. Navigating these challenges requires strong organizational skills, persistence, and a willingness to seek guidance from more experienced colleagues.

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

AspectEntry Level Financial PlannerFinancial Advisor
CertificationsTypically requires CFP or similarOften holds CFP, CFA, or other certifications
Work EnvironmentEntry-level roles in financial firms, banks, or planning firmsVaries from independent to corporate firms, client-facing
Job ResponsibilitiesAssisting with financial plans, research, client supportProviding financial advice, managing client portfolios

While both roles involve financial planning and may require similar certifications, an Entry Level Financial Planner primarily supports senior staff and handles foundational tasks. A Financial Advisor typically offers direct advice to clients and manages their investments. The entry-level position is ideal for gaining experience before advancing to a full advisory role.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or a related field, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles, developing strong analytical and communication skills, and familiarizing oneself with financial planning software can improve job prospects.

What is the best entry-level financial planner job?

An entry-level financial planner position typically involves assisting clients with financial goals, preparing financial plans, and supporting senior planners. These roles often require a relevant degree, strong communication skills, and may lead to certifications like the CFP (Certified Financial Planner). Entry-level jobs are available at financial advisory firms, banks, and insurance companies, with schedules usually full-time during standard business hours.
More about Entry Level Financial Planner jobs

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

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

What are popular job titles related to Entry Level Financial Planner jobs in Riverside, CA?

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

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

The top searched job categories for Entry Level Financial Planner jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Entry Level Financial Planner jobs?

Cities near Riverside, CA with the most Entry Level Financial Planner job openings:

Entry Level Financial Planner jobs near you
Infographic showing various Entry Level Financial Planner job openings in Riverside, CA as of September 2026, with employment types broken down into 83% Full Time, 6% Temporary, and 11% Contract. Highlights an 89% In-person, and 11% Hybrid job distribution, with an average salary of $100,864 per year, or $48.5 per hour.

Entry Level Financial Planner

Murrieta, CA • On-site

The Fortitude Team
See more jobs at The Fortitude Teamexternal

$77K - $104K/yr

Full-time, Part-time

Posted 8 days ago

Job description

Description
Join The Fortitude Team as an entry-level Financial Planner and embark on a rewarding career where you make a difference in people's lives. We're dedicated to empowering individuals and families with the knowledge to build a stronger financial future. You'll receive comprehensive training and mentorship, helping you grow into a role that combines personal satisfaction with professional development. Our team is committed to fostering a supportive environment where you can thrive, all while helping clients achieve their long-term financial goals.
In this role, you'll have the flexibility to choose part-time or full-time pathways. You'll work closely with clients to understand their financial aspirations and provide them with tailored strategies for protection, retirement planning, and wealth accumulation. No prior experience in financial services is required; we value strong communication skills, a passion for helping others, and a willingness to learn. Compensation is performance-based, and you'll need to obtain the necessary professional licenses. Ready to grow with us? Let's build a brighter financial future together.
Responsibilities
• Collaborate with clients to identify their financial goals and develop personalized plans to achieve them.
• Educate clients on financial products and services, empowering them to make informed decisions about their financial future.
• Conduct regular reviews of clients' financial plans, ensuring they remain aligned with their evolving needs and market conditions.
• Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice and strategies.
• Build and maintain strong relationships with clients, fostering trust and long-term partnerships.
• Participate in ongoing training and development programs to enhance your financial planning skills and knowledge.
• Work closely with team members to share insights and strategies, contributing to a collaborative and supportive work environment.
Qualifications
• Experience in customer service or sales is a plus, but not required.
• Ability to communicate complex financial concepts in simple, relatable terms.
• Proven track record of building and maintaining strong client relationships.
• Strong analytical skills to assess clients' financial situations and develop tailored plans.
• Ability to stay informed about industry trends and regulatory changes.
• Excellent organizational skills to manage multiple client accounts effectively.
• Willingness to participate in ongoing training and development programs to enhance skills and knowledge.

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