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Executive Financial Advisor Jobs in Riverside, CA

Tax Alchemy

Financial Advisor, CFP Professional

Irvine, CA · On-site +1

$85K - $100K/yr

Principal & CEO Compensation: $85,000 - $100,000 / year Description We are seeking an experienced, client-focused Financial Advisor to serve as the lead relationship manager and primary decision ...

Summit Solutions LLC

Executive Assistant

Riverside, CA · On-site

$74K/yr

Join Summit Solutions as an Executive Assistant and be the driving force behind our mission to ... You'll partner closely with a seasoned Financial Advisor, providing personalized support that ...

Summit Solutions

Executive Assistant

Riverside, CA · On-site

Description Join Summit Solutions as an Executive Assistant and be the driving force behind our ... You'll partner closely with a seasoned Financial Advisor, providing personalized support that ...

Summit Solutions

Executive Assistant

Riverside, CA

Join Summit Solutions as an Executive Assistant and be the driving force behind our mission to ... You'll partner closely with a seasoned Financial Advisor, providing personalized support that ...

Navien, Inc.

Finance Director

Irvine, CA · On-site

$167K - $177K/yr

Prepare monthly management reports and executive presentations * Develop KPIs and performance ... You choose-- gas, pet care, financial advisor, gym membership * Phone Allowance * Leadership Pay ...

Navien, Inc.

Finance Director

Irvine, CA

$167K - $177K/yr

Prepare monthly management reports and executive presentations * Develop KPIs and performance ... You choose-- gas, pet care, financial advisor, gym membership * Phone Allowance * Leadership Pay ...

OCC Boy Scouts

Controller

Santa Ana, CA · On-site

$90K/yr

... financial advisor to the Chief Executive Officer (Scout Executive), Treasurer, Finance Committee, Executive Board, auditors, banking partners, and department leaders. Essential Duties and ...

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All JobsFinancial Advisor JobsExecutive Financial Advisor JobsExecutive Financial Advisor Jobs in Riverside, CA

Executive Financial Advisor information

See Riverside, CA salary details

$37.6K

$106.6K

$150.2K

How much do executive financial advisor jobs pay per year?

As of Aug 31, 2026, the average yearly pay for executive 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 is an executive financial advisor?

An Executive Financial Advisor is a professional who provides financial planning, investment management, and strategic advice to high-level executives and business leaders. Their role often involves helping clients maximize their wealth, manage complex compensation packages, plan for retirement, and minimize tax liabilities. They may also offer guidance on estate planning, risk management, and philanthropic strategies tailored to the unique needs of executives. Executive Financial Advisors typically have advanced knowledge of financial markets and regulations, and they work closely with their clients to achieve long-term financial goals.

What are the key skills and qualifications needed to thrive as an executive financial advisor?

To thrive as an Executive Financial Advisor, you need expertise in financial planning, investment management, and a deep understanding of tax and estate strategies, typically supported by a bachelor's degree in finance or a related field and advanced certifications like CFP or CFA. Familiarity with financial planning software, portfolio management systems, and compliance platforms is essential for effective client management. Excellent interpersonal skills, discretion, and strong analytical thinking set standout advisors apart, enabling them to build trust with high-net-worth clients. These skills and qualities are crucial for delivering comprehensive, tailored financial solutions and maintaining long-term client relationships.

What are some common challenges executive financial advisors face when managing high-net-worth client portfolios?

Executive Financial Advisors often work with clients who have complex financial needs, such as diversified investments, tax optimization, and succession planning. One common challenge is staying updated on market trends and regulatory changes to provide sound advice that aligns with clients' long-term goals. Additionally, balancing personalized service with the demands of a larger client base can require strong organizational and communication skills. Collaborating closely with tax professionals, estate planners, and investment analysts is also crucial to deliver comprehensive solutions to clients.

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

AspectExecutive Financial AdvisorFinancial Planner
CertificationsCFP, CFA, Series 7/66, and other advanced credentialsCFP, ChFC, or similar certifications
Work EnvironmentTypically works with high-net-worth clients and corporate executivesServes a broad client base, including individuals and families
Employer & Industry UsageFinancial advisory firms, private banks, or wealth management divisionsIndependent or firm-based financial planning services
Search & Comparison IntentHigh-level financial strategy, wealth management, executive planningComprehensive personal financial planning, retirement, and investment advice

Executive Financial Advisors focus on high-net-worth clients and corporate executives, providing advanced wealth management and strategic financial planning. Financial Planners serve a broader audience, offering comprehensive financial advice for various life stages. While both roles require similar certifications, Executive Financial Advisors typically work in more specialized, high-end environments.

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

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

What are popular job titles related to Executive Financial Advisor jobs in Riverside, CA?

For Executive Financial Advisor jobs in Riverside, CA, the most frequently searched job titles are:

What job categories do people searching Executive Financial Advisor jobs in Riverside, CA look for?

The top searched job categories for Executive Financial Advisor jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Executive Financial Advisor jobs?

Cities near Riverside, CA with the most Executive Financial Advisor job openings:

Executive Financial Advisor jobs near you
Infographic showing various Executive Financial Advisor job openings in Riverside, CA as of August 2026, with employment types broken down into 80% Full Time, 18% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $106,553 per year, or $51.2 per hour.

Financial Advisor - Training Provided

Riverside, CA • On-site, Remote

True Path Financial
See more jobs at True Path Financialexternal

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 6 days ago

Job description

Description
A Career Filled With Possibilities
Have you ever considered a career where you help others prepare for life and unexpected moments?
One that helps clients reach their financial goals so their children are able to attend college, so mortgage and medical expenses are paid, and so their retirement dreams are fulfilled. Whether you're thinking about a career change, looking to expand your practice, or completely starting fresh, we offer all of the start-up support/resources and a complete, diversified portfolio of products to help you make the transition. As a Financial Services Professional, you will have the opportunity to help yourself as you help others with rewarding long-term client relationships, career independence, and upside income potential.
Job Type: Full-time
Location: Hybrid
Competitive Advantages:
  • Extensive professional development, training, and mentoring programs.
  • Industry leader with excellent financial strength and impeccable integrity
  • Innovative market development tools
  • State-of-the-art financial analysis software
  • Flexibility to balance career and personal needs
  • Excellent compensation and benefits

Benefits:
  • 401(k)
  • Dental insurance
  • Health insurance
  • Life insurance
  • Vision insurance
  • Flexible schedule

Securities and investment advisory services are offered solely by Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, 20 Executive Park, Suite 190, Irvine, CA 92614, 949-328-1048. True Path Financial and Insurance Services is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. TC134244(0623)1 Recruiting Purposes Only.
Responsibilities
• Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.
• Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies.
• Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
• Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded.
• Actively prospect and generate new business opportunities through networking, referrals, and community involvement.
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.

Apply