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Financial Advisor Trainee Jobs in Riverside, CA (NOW HIRING)

Boutique Recruiting

Financial Advisor

Irvine, CA · On-site

$80K - $140K/yr

Financial Advisor Build meaningful client relationships, deliver comprehensive financial guidance, and grow your career with a boutique wealth management firm where you will have direct access to ...

Northwestern Mutual

Financial Advisor

Irvine, CA

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Ontario, CA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Anaheim, CA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Irvine, CA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Irvine, CA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Ontario, CA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Anaheim, CA · On-site

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...

Northwestern Mutual

Financial Advisor

Irvine, CA · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Anaheim, CA · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Irvine, CA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Irvine, CA

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

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All JobsFinancial Advisor JobsFinancial Advisor Trainee JobsFinancial Advisor Trainee Jobs in Riverside, CA

Financial Advisor Trainee information

See Riverside, CA salary details

$32.9K

$50.5K

$72.5K

How much do financial advisor trainee jobs pay per year?

As of Sep 12, 2026, the average yearly pay for financial advisor trainee in Riverside, CA is $50,528.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,300.00 and $54,200.00 per year, depending on experience, location, and employer.

What is a financial advisor trainee?

A financial advisor trainee is an entry-level employee in a financial services company. The position is similar to an apprenticeship; the trainee works under the supervision of a financial advisor to learn how to determine the client’s needs and objectives for their investments. As a financial advisor trainee, you also cultivate your own client relationships and eventually transition to become a full-time financial advisor. Though you can perform your duties without direct supervision, most companies require you to follow strict guidelines and report to a supervisor during your training period. Financial advisor trainees typically earn a base salary, commission on sales, and performance bonuses.

What is a financial advisor trainee?

A Financial Advisor Trainee is an entry-level professional who is training to become a licensed financial advisor. They typically work under the supervision of experienced advisors to learn about financial planning, investment strategies, and client relationship management. Trainees often assist with research, prepare reports, and help develop financial plans while studying for required licensing exams. This role serves as a stepping stone to becoming a full-fledged financial advisor, equipping individuals with the knowledge and skills needed for the profession.

What are the key skills and qualifications needed to thrive as a financial advisor trainee?

To thrive as a Financial Advisor Trainee, you need a solid understanding of finance principles, analytical skills, and at least a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM platforms, and progress toward industry certifications like the Series 7 or Series 66 is typical. Strong interpersonal skills, active listening, and the ability to build trust help trainees excel in client-facing situations. These skills are crucial for providing sound financial advice, building client relationships, and achieving long-term success in a competitive industry.

What are the typical challenges faced by a financial advisor trainee during the first year on the job?

As a Financial Advisor Trainee, one of the primary challenges in the first year is building a client base from the ground up, which often involves extensive networking and outreach. Additionally, trainees must quickly learn to balance studying for licensing exams with hands-on client interactions and administrative tasks. Many also find it challenging to adapt to a commission-based or performance-driven compensation structure, which requires strong self-motivation. Support from mentors and ongoing training programs can help new advisors develop the skills and confidence needed to succeed.

What is the difference between Financial Advisor Trainee vs Financial Advisor?

AspectFinancial Advisor TraineeFinancial Advisor
CertificationsTypically required to pursue certifications like CFP or Series 7Often holds certifications such as CFP, Series 7, or Series 65
Work EnvironmentEntry-level, training-focused roles often in financial firms or banksClient-facing, providing financial planning and investment advice
Job ResponsibilitiesLearning and assisting with client portfolios, gaining experienceManaging client portfolios, offering financial advice, and planning

The main difference is that a Financial Advisor Trainee is an entry-level role focused on training and gaining experience, while a Financial Advisor is a fully qualified professional providing financial planning and investment advice to clients.

How much do financial advisor trainees earn?

Financial advisor trainees typically earn between $40,000 and $60,000 annually, with compensation often including base salary plus commissions or bonuses based on client sales. Entry-level positions may start lower, but earnings can increase with experience, certifications, and client acquisition skills.
More about Financial Advisor Trainee jobs

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 Financial Advisor Trainee jobs in Riverside, CA?

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

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

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

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

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

Financial Advisor Trainee jobs near you
Infographic showing various Financial Advisor Trainee job openings in Riverside, CA as of September 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 77% In-person, and 23% Remote job distribution, with an average salary of $50,528 per year, or $24.3 per hour.

Financial Advisor

Irvine, CA • On-site

Boutique Recruiting
Recruiting and Staffing Services • 51 - 200 employees
Learn more about Boutique Recruitingexternal

$80K - $140K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago

Job description

Position Title: Financial Advisor
Build meaningful client relationships, deliver comprehensive financial guidance, and grow your career with a boutique wealth management firm where you will have direct access to experienced leadership. We areseeking a Financial Advisor to join our growing Irvine team. This role will work directly with high-net-worth individuals, retirees, and successful professionals, helping clients navigate investment management, retirement planning, tax strategies, estate planning, and long-term wealth decisions.
The Financial Advisor will develop and review financial plans, analyze portfolios, participate in client meetings, and provide thoughtful recommendations while building lasting client relationships. The ideal candidate has at least two years of financial advisory experience, a Series 65 license, and the communication skills and personality to earn clients' trust.
Responsibilities
  • Build and maintain strong, long-term relationships with clients
  • Guide clients through investment and comprehensive financial planning needs
  • Develop, review and update financial plans based on client goals and changing circumstances
  • Support retirement, tax, estate and investment planning strategies
  • Analyze client portfolios and provide informed recommendations
  • Participate in client meetings, presentations and ongoing planning conversations
  • Monitor client accounts, portfolios, and investment strategies
  • Deliver a high level of personalized service to high-net-worth clients
  • Collaborate closely with advisors and the broader team to support client needs

Requirements
  • 2+ years of financial advisor experience
  • Active Series 65 license
  • High school diploma or equivalent required
  • Strong understanding of investments, financial planning, and wealth management
  • Excellent communication, interpersonal, and relationship-building skills
  • Ability to confidently work directly with high-net-worth clients
  • Strong attention to detail, organization and follow-through
  • Proficiency with Microsoft Word and Outlook
  • Personable, social, and comfortable developing meaningful client relationships
  • Team-oriented approach with a strong commitment to client service

Benefits
  • Medical, dental, and vision insurance
  • 401(k) with company match
  • Paid holidays + Paid time off + Sick time
  • Hybrid work schedule with two work-from-home days per week
  • On-site gym and free parking

If you are a relationship-driven Financial Advisor who wants to deliver sophisticated, personalized advice while growing alongside a collaborative boutique firm, apply today.
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

Social media

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