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Financial Planning Assistant Jobs in Riverside, CA

Anaheimducks

Financial Analyst, OCSE

Anaheim, CA

$90K - $125K/yr

Financial Analyst, OCSE Pay Details: The annual base salary range for this position in California ... Engage in ad hoc analysis to support business decision-making and strategic planning * Assist in ...

Allied Universal

FP&A Manager

Irvine, CA · On-site

$115K - $125K/yr

FP&A Manager Job Locations US-CA-Irvine Requisition ID 2026-1601680 Category (Portal Searching ... * Assist In the preparation of annual cash flow budget, including analyzing historical trends ...

Allied Universal

FP&A Manager

Irvine, CA · On-site

$115K - $125K/yr

The FP&A Manager is responsible for playing a key role as a strategic business partner in ... * Assist In the preparation of annual cash flow budget, including analyzing historical trends ...

Allied Universal

FP&A Manager

Irvine, CA

$115K - $125K/yr

The FP&A Manager is responsible for playing a key role as a strategic business partner in ... * Assist In the preparation of annual cash flow budget, including analyzing historical trends ...

Allied Universal

FP&A Manager

Irvine, CA · On-site

$115K - $125K/yr

The FP&A Manager is responsible for playing a key role as a strategic business partner in ... * Assist In the preparation of annual cash flow budget, including analyzing historical trends ...

Monster Energy

Director, Corporate FP&A

Corona, CA

The Director, Corporate FP&A will lead Monster Energy corporate financial planning (budgeting ... timely. * Assist Investments teams with transaction support work (including corporate M&A, new ...

Monster Energy

Director, Corporate FP&A

Corona, CA · On-site

$154K - $206K/yr

The Director, Corporate FP&A will lead Monster Energy corporate financial planning (budgeting ... timely. * Assist Investments teams with transaction support work (including corporate M&A, new ...

SAMYANG AMERICA INC

FP&A Specialist

Brea, CA · On-site

$27 - $33/hr

Prepare monthly financial summaries including P&L and key performance indicators * Assist in the ... SAP or other ERP experience is a plus * Ability to read and interpret P&L and financial statements

Glovis America, Inc.

FP&A Team - Analyst

Irvine, CA · On-site

$47K/yr

Additionally, assist in identifying trends such as Cost analysis and Profitability analysis by ... from FP&A team and support to department heads and executives on budget-related matters • ...

Hyundai Glovis

FP&A Team - Analyst

Irvine, CA · On-site

$47K/yr

Additionally, assist in identifying trends such as Cost analysis and Profitability analysis by ... from FP&A team and support to department heads and executives on budget-related matters • ...

JDI Distribution

Financial Analyst

Redlands, CA · On-site

$70K - $75K/yr

Financial Planning and Analysis (FP&A): * Build and maintain revenue, margin, and cash flow forecasts. * Assist in annual budgeting and quarterly reforecasting. * Perform scenario/"what-if" modeling.

Glovis America, Inc.

FP&A Team - Supervisor

Irvine, CA · On-site

$65K - $84K/yr

Summary The Assistant Manager, Financial Planning and Analysis, prepares and oversees the financial analysis to support decision-making processes, ensuring accuracy, relevance, and timeliness in ...

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Showing results 21-40

All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Riverside, CA

Financial Planning Assistant information

See Riverside, CA salary details

$37K

$63.2K

$109K

How much do financial planning assistant jobs pay per year?

As of Aug 9, 2026, the average yearly pay for financial planning assistant in Riverside, CA is $63,240.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,500.00 and $71,500.00 per year, depending on experience, location, and employer.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.
More about Financial Planning Assistant jobs
What are the most commonly searched types of Financial Planning jobs in Riverside, CA? The most popular types of Financial Planning jobs in Riverside, CA are:
What are popular job titles related to Financial Planning Assistant jobs in Riverside, CA? For Financial Planning Assistant jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Financial Planning Assistant jobs in Riverside, CA look for? The top searched job categories for Financial Planning Assistant jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Financial Planning Assistant jobs? Cities near Riverside, CA with the most Financial Planning Assistant job openings:
Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Riverside, CA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $63,240 per year, or $30.4 per hour.

Financial Analyst, OCSE

Anaheimducks

Anaheim, CA

$90K - $125K/yr

Full-time

Re-posted 24 days ago

Job description

A great experience starts with you!

Join our team to help create and develop the future of live entertainment and sports in Orange County!

Once you've had a chance to explore our current open positions, apply to the ones you feel best suit you, as an applicant, you can always see your application status in your profile.

Mission:To enrich the lives in our community through shared experiences, welcoming spaces, and responsible actions.

Vision: We will be the social and entertainment center of Orange County - a place where the cultural kaleidoscope of the region converges and connects. Our vibrant, rich collection of experiences will celebrate the diversity of our community.

Values: Be Safe | Do the Right Thing | Be Generous | Include Everyone | Make it Easy | Be Bold

Job Title:Financial Analyst, OCSE

Pay Details:

The annual base salary range for this position in California is $90,000 to $125,000 per year. The starting pay for the successful candidate depends on various job-related factors, including but not limited to the candidate's geographic location, job-related knowledge, skills, experience, education/training, internal value, peer equity, external market demands, and organizational considerations.

The Financial Analyst is responsible for assisting in a wide range of FP&A activities and data-driven analytics that support OC Sports & Entertainment. This position will play a significant role in the timely delivery and presentation of the annual budget, rolling forecasts, and monthly reporting and variance analysis. The ideal candidate is analytical, detail-oriented, and comfortable working in a fast-paced environment.

Responsibilities

  • Create, manage, and maintain complex financial planning models to support the annual budget, rolling forecasts, and long-term planning

  • Analyze actual results against budget and forecast, research variances, and communicate findings

  • Prepare monthly financial reporting packages for leadership and business operators

  • Collaborate with leadership and operators to align financial plans with operational goals

  • Work with large data sets to answer critical questions and provide insights through key performance indicators

  • Engage in ad hoc analysis to support business decision-making and strategic planning

  • Assist in storytelling by preparing presentations and dashboards in support of executive meetings, monthly and quarterly business reviews, and various strategic and analytics projects

  • Drive process improvements and automation of financial reporting

  • Perform other duties as assigned

Qualifications

  • Bachelor's degree required

  • 3+ years of finance or accounting experience required

  • Excellent communication skills, both written and verbal

  • Proficient with Microsoft Office Suite, particularly Excel, including pivot tables and VLOOKUP functions; experience with Power BI strongly preferred

  • Proven record of discreetly handling sensitive and proprietary information

  • Excellent time management and organizational skills

  • Customer service mindset when supporting internal needs and communicating with external parties

  • Able to work effectively under pressure, balance multiple priorities and assignments, learn independently, and work toward deadlines

  • Able to manipulate large quantities of data to build financial models and reporting packages

Knowledge, Skills, and Experience

Education - Bachelor's Degree

Experience Required - 3+ Years

This position is on-site.

Company:

OC Sports & Entertainment, LLC

Our Commitment:

We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and team members without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, medical condition or any protected category prohibited by local, state or federal laws. We are firm believers that diversity and inclusion among our team members are critical to our success, and we seek to recruit, develop, and retain the most talented people from a diverse candidate pool.

Thanks for your interest in becoming part of OCVIBE!

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