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Entry Level Wealth Management 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 ... wealth accumulation, college planning, investments, & insurance) Whether you are looking to start ...

Livenation

Ticket Seller

Santa Ana, CA · On-site

Assisting Manager & Supervisor with internal Ticket Orders and Reports * Work with Premium Seat ... WEALTH: 401(k) program with company match, Stock Program Reimbursement * FAMILY: New parent ...

All JobsWealth Management JobsEntry Level Wealth Management JobsEntry Level Wealth Management Jobs in Riverside, CA

Entry Level Wealth Management information

See Riverside, CA salary details

$26.1K

$49.9K

$71.5K

How much do entry level wealth management jobs pay per year?

As of Jul 12, 2026, the average yearly pay for entry level wealth management in Riverside, CA is $49,901.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $54,200.00 per year, depending on experience, location, and employer.

What is an Entry Level Wealth Management job?

An Entry Level Wealth Management job involves assisting financial advisors and clients with investment strategies, portfolio management, and financial planning. Responsibilities often include researching market trends, preparing reports, and supporting client account management. This role provides foundational experience in finance, helping individuals grow wealth and achieve financial goals. It typically requires strong analytical, communication, and customer service skills. Many positions offer opportunities for mentorship and professional growth within the finance industry.

What are the key skills and qualifications needed to thrive in the Entry Level Wealth Management position, and why are they important?

To thrive in Entry Level Wealth Management, you generally need a bachelor's degree in finance, economics, business, or a related field, with strong analytical and numerical skills. Familiarity with financial modeling software, CRM systems, and basic investment analysis tools is often expected, and candidates may work toward certifications such as the Series 7 or Series 66 licenses. Excellent communication, relationship-building, and problem-solving abilities help entry-level professionals engage clients and support senior advisors. These skills are crucial for building client trust, accurately assessing financial needs, and efficiently supporting overall wealth management operations.

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

For an entry level wealth management role, $200,000 in assets can be sufficient to work with a financial advisor, as many advisors have minimum investment requirements ranging from $1,000 to $100,000. However, the specific minimums vary by firm and service type, and some advisors may offer services tailored to clients with lower assets, especially if they focus on financial planning or fee-based models.

How many financial advisors make $500,000 a year?

Entry level wealth management advisors typically do not earn $500,000 annually; such high earnings are usually achieved by experienced financial advisors with established client bases, strong sales skills, and often involve commissions and bonuses. Most financial advisors earn between $60,000 and $150,000 at the start of their careers, with top earners reaching higher levels after years of experience and building a large client portfolio.

What does a typical day look like for someone in an entry level wealth management position?

In an entry level wealth management role, your day often involves supporting senior advisors with research, preparing portfolio reports, assisting with client onboarding, and responding to client questions. You may analyze market trends, help organize meetings, and work closely with other team members such as investment analysts and administrative staff. The environment is fast-paced and collaborative, providing regular opportunities to develop both your technical knowledge and client service skills. Over time, you’ll gain experience that can lead to more client-facing responsibilities and career advancement within the firm.

What is an entry level job in wealth management?

An entry level job in wealth management typically involves supporting financial advisors with client account management, research, and administrative tasks. These roles often require strong communication skills, basic knowledge of financial products, and may lead to certifications like the Series 7 or Series 66 for advancement.

How to begin a career in wealth management?

To start a career in wealth management, individuals typically pursue a bachelor's degree in finance, economics, or related fields and gain relevant experience through internships or entry-level financial roles. Earning certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance credibility and job prospects in the field.
What are the most commonly searched types of Wealth Management jobs in Riverside, CA? The most popular types of Wealth Management jobs in Riverside, CA are:
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Entry Level Wealth Management jobs near you
Infographic showing various Entry Level Wealth Management job openings in Riverside, CA as of July 2026, with employment types broken down into 1% Locum Tenens, 85% Full Time, 13% Part Time, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $49,901 per year, or $24 per hour.

Junior Financial Advisor in training

Zapata Private Wealth Group

Upland, CA • On-site

$3.0K - $5.0K/mo

Full-time

Retirement

Re-posted 26 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 requiredjust 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 its 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 Youll 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 Youll 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 Well 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 firms 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, wed love to hear from you.