ZipRecruiter

Log In

1

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

previous page

Showing results 41-60

All JobsFinance Advisor JobsFinance Advisor Assistant JobsFinance Advisor Assistant Jobs in Riverside, CA

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 Sep 2, 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 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.

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 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.
More about Finance Advisor Assistant jobs

What are popular job titles related to Finance Advisor Assistant jobs in Riverside, CA?

For Finance Advisor Assistant jobs in Riverside, CA, the most frequently searched job titles are:

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.

Health Insurance Advisor

TransGlobal Holdings Co.

Diamond Bar, CA • On-site

Full-time, Contractor

Medical, Dental, Vision

Posted 19 days ago

Job description

Position Overview

TransGlobal is seeking motivated and client-focused professionals to join our growing Health Insurance team. In this role, you will help individuals, families, and seniors navigate their healthcare coverage options by providing personalized health insurance solutions, including Individual & Family Plans, Medicare, ACA Marketplace Plans, Dental & Vision Coverage, and Supplemental Health Products.

This is a fully remote, commission-based independent contractor (1099) opportunity with unlimited earning potential and flexible scheduling.

We proudly serve a diverse community. Candidates fluent in Mandarin 中文, Korean 한국어, Indonesian Bahasa Indonesia, Vietnamese Tiếng Việt, or Japanese 日本語 are strongly encouraged to apply.

欢迎会说中文、한국어、Bahasa Indonesia、Tiếng Việt 或 日本語 的候选人加入我们！

(Speakers of Mandarin, Korean, Indonesian, Vietnamese, or Japanese are warmly encouraged to apply.)

Responsibilities
  • Assess clients' healthcare coverage needs and recommend appropriate health insurance solutions
  • Educate clients on available Individual & Family, Medicare, ACA Marketplace, Dental, Vision, and Supplemental Health plans
  • Present personalized coverage options and assist clients throughout the enrollment process
  • Maintain ongoing relationships with clients through annual reviews and policy updates
  • Respond to policy and coverage inquiries in a timely and professional manner
  • Maintain accurate client records and documentation in company systems
  • Stay informed on carrier products, enrollment regulations, and industry trends
  • Cross-sell additional insurance and financial services products when appropriate
Qualifications
  • Active Health Insurance License preferred but not required
  • Previous experience in health insurance, Medicare, customer service, sales, or financial services preferred
  • Excellent communication and interpersonal skills
  • Strong presentation and problem-solving abilities
  • Comfortable working independently in a remote environment
  • Strong organizational and time-management skills
  • Legally authorized to work in the United States
Why Join TransGlobal?

At TransGlobal, we provide a supportive and entrepreneurial environment designed to help independent agents succeed.

We offer:

  • Competitive commission structure with uncapped earning potential
  • No upfront fees or hidden costs
  • No sales quotas or recruitment requirements
  • Access to multiple top-rated health insurance carriers
  • Comprehensive product and sales training
  • Zoom-based and in-person training programs
  • Dedicated office and technical support
  • Marketing and lead generation guidance
  • Flexible schedule and work-from-home opportunities
What We're Looking For

We're seeking individuals who are:

  • Self-motivated and goal-oriented
  • Entrepreneurial-minded and eager to build their own book of business
  • Passionate about helping individuals and families obtain quality healthcare coverage
  • Comfortable speaking with clients and conducting needs-based consultations
  • Coachable and open to ongoing professional development
  • Driven to create long-term client relationships and grow a sustainable business
Preferred Backgrounds

We welcome candidates from a variety of professional backgrounds, including:

  • Licensed Health Insurance Agents
  • Medicare Sales Agents
  • Customer Service Representatives
  • Medical Office Professionals
  • Real Estate Agents
  • Mortgage Loan Officers
  • Financial Advisors
  • Insurance Agents (Life, P&C, or Commercial)
  • Account Managers
  • Sales Professionals
Not Yet Licensed?

No problem.

We provide:

  • Free pre-licensing training and exam preparation
  • Licensing guidance and support
  • State exam reimbursement opportunities
  • One-on-one coaching and mentorship to help you launch your career
Compensation

1099 Independent Contractor Position

  • Commission-only compensation
  • No base salary or hourly pay
  • Unlimited earning potential based on production
  • Performance-based bonuses and incentives may be available
Learn More About Us

???? www.transglobalus.com

???? www.transpacificagency.com