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Financial Associate Jobs in Riverside, CA (NOW HIRING)

Claire Myers Consulting

Private Wealth Associate

Irvine, CA · Hybrid

$125K - $160K/yr

... financial planning that spans private businesses, real estate, insurance, tax strategy, cash flow ... This firm is hiring a Private Wealth Associate serves as both a Service Advisor and Secondary ...

Capital Group

Global Travel Specialist

Irvine, CA · On-site

... financial, associate experience and compliance implications. * Identify and implement process improvements, including the use of AI and automation, to enhance efficiency, scalability, and the ...

Scripps College

Financial Aid Advisor

Claremont, CA · On-site

$20 - $25.75/hr

Reporting to the Director of Financial Aid and working closely with the Associate Director of Financial Aid, the Financial Aid Advisor has primary responsibility for advising and counseling ...

Scripps College

Financial Aid Advisor

Claremont, CA · On-site

$20 - $25.75/hr

Reporting to the Director of Financial Aid and working closely with the Associate Director of Financial Aid, the Financial Aid Advisor has primary responsibility for advising and counseling ...

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 ...

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 ...

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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 Jul 12, 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 can you do with associates in finance?

A financial associate typically performs tasks such as analyzing financial data, preparing reports, assisting with budgeting, and supporting investment or banking activities. They often use tools like Excel and financial software, and may pursue certifications like the CFA or CPA to advance their careers.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills to help clients or organizations meet their financial goals.

What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?

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 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 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 work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use financial software and require strong analytical skills to help organizations manage their financial health effectively.
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
Financial Representative

Financial Representative

Western & Southern Life

Ontario, CA

$37K - $57K/yr

Full-time

Re-posted 8 days ago

Job description

Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community, understand their financial needs and goals, and recommend impactful solutions. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package:
  • Competitive compensation. $620/week, assuming a 40-hour workweek (non-exempt training period) for the first 4 weeks of employment. After you complete this 4-week training period, the role is exempt. During Weeks 5-13, you will receive a $615/week base salary, and be eligible to earn incentives. During Weeks 14 –26, you will receive a $575/week base salary, and be eligible to earn incentives. After week 26, your compensation is variable based on licensure and individual performance; performing at minimum standards anticipates you will earn $37,000-57,000 annually, as noted in the “Salary” field above
  • Benefits, including medical and dental insurance, an Employee Assistance Program, a 401(k) plan with a company match, AND a defined benefit pension plan
  • First-class individualized training and development
  • Suite of digital and personalized marketing tools to build your business
  • Rewards and recognition plan acknowledging top-notch results
  • Dynamic career growth opportunities
A Successful Financial Representative Our field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, military veterans, college graduates and experienced financial representatives. Our most effective financial reps are:
  • Positive and resilient
  • Customer-focused
  • Interpersonally savvy
  • Action-oriented and results-driven
If this sounds like you, we encourage you to explore the possibilities, and apply today! JA 4182023 0423