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Finance Advisor Assistant Jobs in Riverside, CA (NOW HIRING)

MICHAEL SHIEH

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Financial Advisor Assistant (Mandarin/English Bilingual)

Irvine, CA · On-site

$24 - $26/hr

About This Role An independent financial advisory practice affiliated with an independent broker-dealer is seeking a Financial Advisor Assistant to support with day-to-day client service and office ...

MICHAEL SHIEH

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Financial Advisor Assistant (Mandarin/English Bilingual)

Irvine, CA · On-site

$24 - $26/hr

About This Role An independent financial advisory practice affiliated with an independent broker-dealer is seeking a Financial Advisor Assistant to support with day-to-day client service and office ...

Sagient

Financial Advisor

Irvine, CA · Remote

$100K - $300K/yr

As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients ...

Empower

Retirement Plan Advisor- Orange County

Orange, CA · On-site

$79K - $112K/yr

Our vision for the future is based on the idea that transforming financial lives starts by giving ... This position will also assist the Relationship Management team in effectively establishing and ...

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Finance Advisor Assistant information

See Riverside, CA salary details

$29.7K

$56.6K

$94.9K

How much do finance advisor assistant jobs pay per year?

As of Aug 10, 2026, the average yearly pay for finance advisor assistant in Riverside, CA is $56,592.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,800.00 and $65,700.00 per year, depending on experience, location, and employer.

What are the typical responsibilities of a finance advisor assistant?

A Finance Advisor Assistant typically supports financial advisors by preparing client reports, scheduling meetings, managing client communications, and organizing documentation for compliance. They play a critical role in ensuring that the advisory team runs efficiently, allowing advisors to focus more on client strategy and relationship-building. Assistants also help with follow-up tasks, data entry, and sometimes basic research, making them essential collaborators in delivering high-quality client service and maintaining smooth office operations.

What are the key skills and qualifications needed to thrive as a finance advisor assistant?

To thrive as a Finance Advisor Assistant, you need a solid understanding of financial concepts, attention to detail, and often a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Excel are typically required, and certifications like FINRA Series 6 or 7 can be advantageous. Strong organizational skills, professionalism, and effective communication are essential soft skills for client interactions and supporting advisors. These abilities ensure accurate data handling, efficient client service, and smooth operations within financial advisory teams.

What does a finance advisor assistant do?

As a financial advisor assistant, you help a financial advisor support clients, especially when it comes to personal interactions with that client. You may help evaluate a potential investment, create daily schedules, provide customer service when clients have questions, and perform any other tasks required by the primary financial advisor. Assistants often schedule meetings, process emails and phone calls, create reports, prepare paperwork, clean the office, ensure compliance with applicable regulations, and generally see to the minutiae inherent to running a complex business. Some financial advisor assistants specialize in specific areas, such as money markets, insurance interests, or international investments.

What is a finance advisor assistant?

Finance Advisor Assistants are professionals who support financial advisors in managing client accounts, preparing reports, and handling administrative tasks. They help with scheduling meetings, maintaining client records, and researching investment options under the direction of a licensed financial advisor. Their role is crucial in ensuring smooth operations within financial advisory firms and enhancing the client experience. While they do not typically provide financial advice directly, they play an important role in client communications and service.
More about Finance Advisor Assistant jobs
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What job categories do people searching Finance Advisor Assistant jobs in Riverside, CA look for? The top searched job categories for Finance Advisor Assistant jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Finance Advisor Assistant jobs? Cities near Riverside, CA with the most Finance Advisor Assistant job openings:
Finance Advisor Assistant jobs near you
Infographic showing various Finance Advisor Assistant job openings in Riverside, CA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $56,592 per year, or $27.2 per hour.

Financial Advisor Assistant (Mandarin/English Bilingual)

MICHAEL SHIEH

Irvine, CA • On-site

$24 - $26/hr

Part-time

Medical, Dental, Vision

Posted 18 days ago

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Job description

About This Role

An independent financial advisory practice affiliated with an independent broker-dealer is seeking a Financial Advisor Assistant to support with day-to-day client service and office operations. We exist to help our clients build toward a retirement free from money worry — and we care just as much about helping the people on our team build real careers along the way. This is an in-person, client-facing role based in our Irvine office, best suited to someone who brings genuine optimism to their work, values steady, consistent effort that compounds over time, adapts without giving up on the goal, and takes real pride in doing right by the people they serve. Fluency in Mandarin is required, as we serve a significant Mandarin-speaking client base.

In This Role You Will

• Serve as a point of contact for clients via phone, email, and in person — in both English and Mandarin

• Schedule and prepare for client and prospect meetings, including agendas and follow-up materials

• Process new account paperwork, transfers, beneficiary updates, and other account servicing forms

• Maintain and update client records in the CRM, keeping contact information, notes, and workflows current

• Prepare client review packets and correspondence ahead of meetings

• Coordinate with the broker-dealer and custodian on account servicing requests

• Support client onboarding, filing, and recordkeeping to meet firm and broker-dealer compliance requirements

• Assist with marketing efforts and client events

• Perform other duties and tasks as assigned by the Financial Advisor

Required Qualifications

• 1+ year of office administrative or client service experience

• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

Desired Qualifications

• Financial services industry experience — banking, wealth management, insurance, or similar

Growth & Development

We're looking for someone who wants to grow with us long-term. For the right fit, there's room to take on more over time — potentially including support toward licensing as your role and our practice evolve together.

Job Expectations

• Employment is contingent upon successful completion of a background check, required by our broker-dealer, conducted after a conditional offer of employment

• This role is also subject to our broker-dealer’s ongoing regulatory requirements, including but not limited to periodic screening.

• This position is not eligible for visa sponsorship

Benefits

• Monthly reimbursement toward medical, dental, and vision premiums

• Paid sick leave and paid federal holidays

Equal Opportunity

Michael Shieh provides equal employment opportunity to all applicants without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, military or veteran status, or any other characteristic protected by applicable federal, state, or local law.