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Financial Associate Jobs in Riverside, CA (NOW HIRING)

Bioray

Financial Analyst

Irvine, CA · On-site

Financial Analyst BIORAY, Inc. - Irvine, California (Onsite) $65,000 - $71,500 The Opportunity The Financial Analyst at BIORAY transforms financial data into clear business intelligence that drives ...

Addison Group

Financial Analyst

Santa Ana, CA · On-site

$75K - $83K/yr

Financial Analyst Location: Santa Ana, CA (On-Site) Assignment Type: Permanent Hire Compensation: $75,000/yr - $83,000/yr, plus bonus opportunity Work Schedule: Monday - Friday, 9:00 AM - 5:00 PM ...

Bioray

Financial Analyst

Irvine, CA · On-site

Financial Analyst BIORAY, Inc. -- Irvine, California (Onsite) $65,000 - $71,500 The Opportunity The Financial Analyst at BIORAY transforms financial data into clear business intelligence that drives ...

Addison Group

Financial Analyst

Santa Ana, CA · On-site

$75K - $85K/yr

Financial Analyst Location: Santa Ana, CA (On-Site) Assignment Type: Permanent Hire Compensation: $75,000/yr - $85,000/yr + 10% Bonus Work Schedule: Monday - Friday, 9:00 AM - 5:00 PM Benefits: This ...

ALIGN Executive Search

Financial Analyst

Chino, CA · Hybrid

Senior Financial Analyst (HYBRID) Description Are you a finance professional who's most energized where the numbers meet the operation? We're looking for an experienced Senior Financial Analyst to ...

Robert Half

Financial Analyst

Rancho Cucamonga, CA · On-site

We are looking for a Financial Analyst to support financial reporting and operational analysis for a construction-focused organization in Rancho Cucamonga, California. This role is ideal for someone ...

Dycom Industries, Inc.

Financial Analyst

Upland, CA · On-site

$90K - $100K/yr

This position is responsible for analyzing company financial performance, creating and modifying reports, reviewing P&L statements and balance sheets, identifying trends, and delivering actionable ...

Addison Group

Financial Analyst

Santa Ana, CA · On-site

$75K - $85K/yr

Financial Analyst Location: Santa Ana, CA (On-Site) Assignment Type: Permanent Hire Compensation: $75,000/yr - $85,000/yr + 10% Bonus Work Schedule: Monday - Friday, 9:00 AM - 5:00 PM Benefits: This ...

Signature Healthcare Services

Financial Analyst

Corona, CA · On-site

$70K - $90K/yr

Create financial forecasts for new and existing business * Analyze and interpret financial statements * Analyze capital financing strategies * Audit activities in our hospitals to include: * Wage and ...

Aston Carter

Financial Analyst

Irvine, CA · On-site

$50 - $60/hr

Financial Analyst (Product Financial Planning & Analysis) This contract Financial Analyst role focuses on product financial planning and analysis for a large division, providing critical support as a ...

Hot Topic & BoxLunch

Financial Analyst

City Of Industry, CA · On-site

$75K - $85K/yr

You'll work closely with the FP&A team, Accounting, and business partners to understand financial results, identify key trends, and support business decisions. This is a great opportunity for someone ...

Aston Carter

Financial Analyst

Irvine, CA · On-site

$50 - $60/hr

Financial Analyst (Product Financial Planning & Analysis) | Hybrid Schedule This contract Financial Analyst role focuses on product financial planning and analysis for a large division, providing ...

JDI Distribution

Financial Analyst

Redlands, CA · On-site

$70K - $75K/yr

What You Will Do As a Pricing and FP&A Analyst, you will play a key analytical role within the Finance function by supporting pricing strategy, margin modeling, forecasting, and financial planning.

Tax Alchemy

Financial Advisor, CFP Professional

Irvine, CA · On-site +1

$85K - $100K/yr

Financial Advisory Employment Type: Full Time Location: Remote Reporting To: Principal & CEO ... Operating within a structured pod model alongside a Client Service Associate, this individual will ...

Origence

Financial Analyst - FP&A

Ontario, CA · On-site

Origence is seeking a highly analytical and technology-driven Financial Analyst, FP&A to support financial planning, reporting, business intelligence, and analytics initiatives across the ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Riverside, CA

Financial Associate information

See Riverside, CA salary details

$31.8K

$73.4K

$144K

How much do financial associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for financial associate in Riverside, CA is $73,415.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,200.00 and $80,300.00 per year, depending on experience, location, and employer.

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

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

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

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

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

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

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

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

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

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

Financial Associate jobs near you

Associate Wealth Advisor

Orange County's Federal Credit Union

Santa Ana, CA • On-site

$70K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

After training this position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana.


Build Relationships. Build Futures. Build Your Career.

At Orange County’s Federal Credit Union (OCFCU), banking is personal—and it always has been. For more than 85 years, we’ve helped our members achieve life’s most important milestones by building genuine relationships, providing trusted guidance, and putting people before transactions.


Today, with more than $3 billion in assets and 145,000+ members, we continue to grow while staying true to the values that have made us one of Orange County’s most respected financial institutions.


As a Associate Wealth Advisor (Centralized Financial Advisor), you’ll work with a steady flow of member referrals and leads while honing your consulting, relationship-building, and business development skills. You'll be supported by an established Wealth Management team while representing a broad range of investment and insurance solutions, including advisory accounts, mutual funds, ETFs, structured products, 529 plans, IRAs, annuities (fixed, indexed, and variable), stocks, bonds, life insurance, and long-term care insurance.

What You'll Do

  • Manage member referrals, existing investment accounts, and leads generated through our Call Center.
  • Conduct financial reviews and help members identify and pursue their financial goals.
  • Prepare and present personalized financial plans, retirement strategies, and portfolio recommendations.
  • Recommend investment and insurance solutions aligned with each member’s needs.
  • Partner with mutual fund companies, insurance providers, broker/dealers, and Registered Investment Advisors (RIAs) to deliver exceptional service.
  • Utilize digital advisory tools, including Guided Wealth Portfolios, to help members access modern investment solutions.
  • Stay current on market trends, economic conditions, and investment products.
  • Maintain compliant client records and documentation in accordance with FINRA and regulatory requirements.

What We're Looking For

We’re seeking ambitious professionals who are passionate about helping others achieve financial success and eager to grow within wealth management.

  • Minimum two years of experience in the sales and delivery of personal investment products and services, wealth management, banking, or insurance.
  • FINRA Registration: Series 7, and Series 66 (or Series 63 & Series 65).
  • California Life Agent with Variable Contracts Insurance License.
  • Fluency in Spanish is helpful .

Why Join OCCU?


• The annual forgivable draw against commissions is $70,304.00

• Award winning workplace culture

• Clear growth paths and internal mobility

• People before profits—always

• A team that supports each other and celebrates wins

• Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day.

• Financial Security: Life insurance at no cost and a 401(k) plan with an employer match up to 6%.

• Work-Life Balance: 13 days of vacation and seven (7) sick days annually and paid holidays.

• Recognition & Growth: annual discretionary bonus as well as educational grants up to $1,000 per year.


Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.