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Entrylevel Financial Advisor Jobs in Riverside, CA

Consumer Portfolio Services

Be Seen First

Entry Level - Administrative Assistant

Irvine, CA · On-site

$19 - $20/hr

CPS is more than just a leader in the sub-prime auto finance industry; we're a close-knit team ... Please be advised this job advertisement is not a contract for employment. If you are hired, your ...

New

Pwc

Partner Tax Preparation Advisor Manager

Irvine, CA · On-site +1

$73K - $244K/yr

Industry/Sector Not Applicable Specialism IFS - Finance Management Level Manager & Summary At PwC ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...

Raising Cane's

Restaurant Crewmember

Foothill Ranch, 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

Redlands, 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

Corona, 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

Corona, 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

Redlands, 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

Mission Viejo, 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

Redlands, 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 JobsEntrylevel Financial Advisor JobsEntrylevel Financial Advisor Jobs in Riverside, CA

Entrylevel Financial Advisor information

See Riverside, CA salary details

$37.6K

$106.6K

$150.2K

How much do entrylevel financial advisor jobs pay per year?

As of Jul 12, 2026, the average yearly pay for entrylevel financial advisor in Riverside, CA is $106,553.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,200.00 and $136,700.00 per year, depending on experience, location, and employer.

What are some common challenges entry-level financial advisors face in their first year, and how can they overcome them?

Entry-level financial advisors often face challenges such as building a client base from scratch, mastering a wide range of financial products, and navigating complex regulatory requirements. To overcome these hurdles, new advisors should focus on networking, seek mentorship from experienced colleagues, and participate in ongoing training offered by their firm. Additionally, developing strong communication and relationship-building skills is key to gaining client trust and growing a successful practice.

What is the difference between Entrylevel Financial Advisor vs Financial Planner?

AspectEntrylevel Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or similar certifications often preferred
Work EnvironmentFinancial firms, banks, or advisory firms; client-facingIndependent or firm-based; client-focused financial planning
Job FocusSales, client onboarding, basic financial adviceComprehensive financial planning, investment strategies

While both roles involve working with clients on financial matters, an Entrylevel Financial Advisor typically focuses on sales and basic advice within a firm, often requiring specific licenses. A Financial Planner usually provides more comprehensive planning services, often holding advanced certifications like CFP, and may work independently or within larger firms. The roles overlap in credentials and client interaction but differ in scope and responsibilities.

What are the key skills and qualifications needed to thrive as an Entry-level Financial Advisor, and why are they important?

To thrive as an Entry-level Financial Advisor, you need a solid understanding of financial principles, strong analytical skills, and typically a bachelor's degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and certifications such as the Series 7 or Series 66 licenses are often required. Excellent interpersonal skills, active listening, and the ability to build trust with clients help set top advisors apart. These skills and qualifications are crucial for providing sound financial advice, building lasting client relationships, and complying with industry regulations.

What are entry-level financial advisors?

Entry-level financial advisors are professionals who assist clients in managing their finances, creating budgets, and developing investment strategies, typically at the beginning of their careers. They often work under the supervision of more experienced advisors and help clients with tasks such as retirement planning, savings, and risk management. These advisors may work for financial firms, banks, or independently, and they usually hold relevant degrees or certifications. Their goal is to build relationships with clients and help them achieve their financial objectives while gaining industry experience.
What are popular job titles related to Entrylevel Financial Advisor jobs in Riverside, CA? For Entrylevel Financial Advisor jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Advisor jobs in Riverside, CA look for? The top searched job categories for Entrylevel Financial Advisor jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Entrylevel Financial Advisor jobs? Cities near Riverside, CA with the most Entrylevel Financial Advisor job openings:
Entrylevel Financial Advisor jobs near you

Entry-Level Financial Advisor

True Path Financial

Irvine, CA • On-site

$50K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 18 days ago

Job description

Description
As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of life-from planning for major milestones to preparing for the unexpected. Through personalized strategies, you'll help clients work toward long-term goals such as education funding, healthcare and housing needs, and a confident retirement. Whether you're launching your career, expanding an existing practice, or transitioning from another profession, you'll benefit from comprehensive training, ongoing development, and access to a wide range of financial solutions designed to support your success. Build a career that grows with you while making a lasting impact on others. Your opportunity to thrive in financial services starts here.
What you will receive:
  • Flexible schedule with remote and in-person work options.
  • Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
  • Training stipend and performance-based bonuses.
  • Company-sponsored travel and professional development programs.
  • Sponsorship for required licenses and continuing education.

Job Types: Full-time, Contract
Pay: $50,000 - $150,000 per year
Compensation Package: Commission pay
Ability to Commute: Irvine, CA
Work Location: Hybrid in Irvine, CA
This position is not fully remote.
We can only consider applicants authorized to work in the United States.
Qualifications
Desired Skills & Qualifications:
• Bachelor's Degree or equivalent in work experience.
• Excellent communication and relationship-building skills.
• CA Life/Health License (Preferred)
• Integrity and Strong Work Ethic.
• Forward-thinking Spirit.
• Confidence and Resilience.

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