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Entry Level Financial Planner Jobs in Riverside, CA

Order Fulfillment I/II

Yucaipa, CA · On-site

$17.25 - $22.75/hr

Planning and scheduling resources to fulfill customer requirements. Coordinates between Engineering ... Level I Entry level position learning to follow procedures for scheduling and monitoring daily ...

New

Corporate Tax Senior Associate

Irvine, CA · On-site

$87K - $108K/yr

... planning and compliance - Tax accounting and financial reporting - Technical skills working with ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...

... planning, compliance, and strategy. These individuals help businesses navigate complex tax ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...

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

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

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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Showing results 1-20

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 Jun 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.

How to be a financial planner with no experience?

To become an entry-level financial planner with no experience, focus on obtaining relevant education such as a bachelor's degree in finance, economics, or related fields. Gaining certifications like the Certified Financial Planner (CFP) designation and developing skills in financial analysis and client communication can improve job prospects; internships or entry-level roles in finance firms also provide valuable experience.

Is $50,000 enough to work with a financial advisor?

For an entry-level financial planner, $50,000 is typically considered a starting salary rather than a budget to work with a financial advisor. Clients usually need a minimum of several thousand dollars to invest or pay for financial planning services, depending on the advisor's fee structure and service offerings. Having a clear understanding of your financial goals and the advisor's fee model helps determine if your funds are sufficient for effective planning.

Is $200,000 enough to work with a financial advisor?

For an entry-level financial planner, $200,000 in assets or income is generally sufficient to seek professional financial advice, as many advisors have minimum account requirements that can range from a few thousand to several hundred thousand dollars. Having this level of assets allows access to a broader range of financial planning services, including investment management and retirement planning, often requiring certifications like CFP to provide tailored advice.

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.

Is a CFP better than a CPA?

A Financial Planner with a Certified Financial Planner (CFP) designation specializes in personal financial planning, including investments, retirement, and estate planning. A Certified Public Accountant (CPA) primarily focuses on accounting, tax preparation, and auditing. Both certifications serve different roles, and the better choice depends on the specific financial services needed.

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 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:
Infographic showing various Entry Level Financial Planner job openings in Riverside, CA as of June 2026, with employment types broken down into 9% Full Time, 73% Part Time, and 18% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $100,864 per year, or $48.5 per hour.
Order Fulfillment I/II

Order Fulfillment I/II

Sorenson Engineering

Yucaipa, CA • On-site

$17.25 - $22.75/hr

Full-time

Posted 2 days ago


Job description

Sorenson Engineering located in Yucaipa, California has for 65 years been a globally recognized leader in micro technology solutions for Aerospace/Defense, RF interconnect, Microwave Test, Fiber Optics, and Medical industries. Our focus is delivering value through innovation by using our expertise in precision screw machining, electroplating, value engineering, and contact assembly. We are AS9100D / ISO9001:2008 registered and certified with Nadcap accreditations for Heat Treatment (including Induction Annealing) of BeCu, and Chemical Processing, including our state-of-the-art Gold plating facility.

We deliver ultra-precise Micro Technology Solutions for the most challenging component applications. We thrive in a culture of innovation, attracting exceptional individuals who continually seek new challenges. As a leader in next-generation microtechnology, our highly skilled problem solvers face the industry's toughest challenges, performing on a global level, to advance the leading edge of high-precision solutions.

Sorenson Engineering is seeking a candidate with experience in manufacturing engineering, with CAD CAM development, CNC Programming, and training experience

Summary:

Planning and scheduling resources to fulfill customer requirements. Coordinates between Engineering, Supply Chain, Operations, and Customer Fulfillment teams to optimize resource utilization and proactively monitor results leading to successful on-time delivery.

Level I

Entry level position learning to follow procedures for scheduling and monitoring daily movements of production, product, processing, work in process, and inventory. Basic education on Epicor ERP as necessary.

Level II

Intermediate level position that plans production activities and helps to establish priorities. Uses ERP to firm up MRP suggested jobs, completes PSFP's, and delivers commitment dates to Customer Fulfillment team. Monitors PSFP exceptions, setup schedules, and helps provide recovery plans where needed.

Responsibilities:

  • Reviews methods of manufacture (MoM) and other documentation to schedule production, determine material requirements and establish production sequence.
  • Finite scheduling of all customer jobs via Job Status Maintenance (EPR, SU, PR, MRP)
  • Completion and monitoring of PSFP's for all customer jobs
  • Creation and on time fulfillment of EPR jobs, working with MPE/MQE teams as required
  • Status management of all plans relative to initial production setups (PSFP exceptions)
  • Key liaison between CF and Operations teams to provide proactive communication and early visibility of any issues with internal or customer impact.

Knowledge and Abilities:

Detail and objective oriented, communicates effectively both written and verbally, independently motivated and organized to track toward deadlines, basic to intermediate math and Office/ERP skills helpful.

Education and Experience:

College-level coursework or a high school diploma preferred. Previous work experience in a manufacturing setting is preferred but not necessary.

Physical Demands:

Must be able to sit long periods of time, view computer monitor, periodically walk and or travel to other areas of the plant as directed, occasionally exert push force up to 30 pounds, must have good eye sight and hand dexterity, and able to identify and distinguish colors.

Work Environment:

Within safety guidelines, there will be exposed to noise, moving mechanical parts, oils/solvents, fumes, and odors that may affect the eyes, ears, nose, throat and/or skin.

EOE - Disability/Vet

All applicants are considered for all positions without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, ancestry, physical/mental disability, severe/morbid obesity, medical condition, military/veteran status, genetic information, marital status, ethnicity, alienage or any other protected classification, in accordance with applicable federal, state, and local laws. By completing this application, you are seeking to join a team of hardworking professionals dedicated to consistently delivering outstanding service to our customers and contributing to the financial success of the organization, its clients, and its employees. Equal access to programs, services, and employment is available to all qualified persons. Those applicants requiring an accommodation to complete the application and/or interview process should contact the Director of Human Resources.

BACKGROUND SCREENINGS AND PRE-EMPLOYMENT DRUG TESTS WILL BE CONDUCTED AFTER AN OFFER OF EMPLOYMENT.

DISCLOSURE TO JOB APPLICANTS PURSUANT TO THE CALIFORNIA CONSUMER PRIVACY ACT (CCPA):As part of your job application and the Company's evaluation of your candidacy, the Company collects, receives, maintains, and uses the following types of Personal Information about you for the business purposes identified for each category.

Personal Identifiers, Pre-hire information and Education information for the following purposes:

  • To comply with state and federal law and regulations requiring employers to maintain certain records;
  • To evaluate your job application and candidacy for employment; and
  • To obtain and verify background check and references

If you become employed by the Company, the Company will notify you of additional categories of Personal Information that it collects, receives, and maintains for business purposes.

If you are a California resident you can make certain requests regarding your personal information. We will fulfill each of these requirements per the requirements of California law.

  • You can request a copy of the personal information we have about you, including a list of categories of your personal information that we have shared with another company for a business purpose.
  • You can request that we correct or delete your personal information, subject to certain exceptions.

To exercise the California privacy rights described above, please emailprivacy@sorensoneng.comor call us toll free at 855-479-4241. In compliance with the California Consumer Privacy Act, we may ask you to provide documentation to verify your identity. To expedite any request, we ask that you provide your:

*First name, *Last name,Middle Initial, Phone number, email address,*Address

*Required fields