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Entry Level Financial Planner Jobs in Riverside, CA

Davis Family Financial LLC

Insurance Manager

Ontario, CA · On-site

$60K - $80K/yr

... an entry-level financial planning professional and potentially develop into management and leadership positions. Through our in-depth training program, you will learn how to sit down with an ...

NextDeavor Inc.

Planner

Irvine, CA · On-site

$33.36 - $41.70/hr

At least 1 year of relevant professional experience (entry-level professional position) * Bachelor ... Ability to read, analyze, and interpret financial reports and policies * Ability to respond to ...

804 Technology

Planner

Irvine, CA · On-site

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 ...

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 ...

Belcan

Planner

Irvine, CA

$25 - $32/hr

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 ...

Belcan

Planner

Irvine, CA · On-site

$25 - $32/hr

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 ...

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 ...

medplast

Materials Coordinator I

Upland, CA

$18 - $20/hr

Access to individualized financial planning meetings * Employee Discount Program with savings on ... The Materials Coordinator is an entry level position primarily responsible for ensures adequate ...

medplast

Materials Coordinator I

Upland, CA

$18 - $20/hr

Access to individualized financial planning meetings * Employee Discount Program with savings on ... The Materials Coordinator is an entry level position primarily responsible for ensures adequate ...

medplast

Materials Coordinator I

Upland, CA · On-site

$18 - $20/hr

Access to individualized financial planning meetings * Employee Discount Program with savings on ... The Materials Coordinator is an entry level position primarily responsible for ensures adequate ...

City of Murrieta

Firefighter/Paramedic

Murrieta, CA

$106K - $129K/yr

... planning of public and commercial buildings May participate in clean up and disposal of toxic ... Firefighter/Paramedic (Entry-Level ) High School Diploma or equivalent (GED) Coursework in Fire ...

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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 Jul 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 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 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 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.

What does an Entry Level Financial Planner do?

An Entry Level Financial Planner assists clients with managing their finances, including budgeting, saving, investing, and planning for retirement. They typically work under the supervision of experienced financial planners to analyze clients’ financial situations and recommend suitable strategies. Duties may include preparing financial plans, researching investment options, and helping clients set and achieve financial goals. This role is a starting point for those pursuing a career in financial planning, offering the opportunity to gain valuable experience and work toward professional certifications.

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.
More about Entry Level Financial Planner jobs
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
Financial Planning Advisor

Financial Planning Advisor

Northwestern Mutual

Anaheim, CA • On-site

Full-time

Re-posted 7 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

145th of 281 rated insurance

Job description

Description
We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Serve as a collaborative team player willing to further development through continued training opportunities
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Qualifications
• Valid FINRA Series 6, 7 & 63/66 preferred but not required
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Requires a Bachelor's degree
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Northwestern Mutual logo

About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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