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Financial Planning Assistant Jobs in Riverside, CA

Revelyst

Financial Analyst, Enterprise FP&A

Irvine, CA · On-site

$75K - $85K/yr

As the Financial Analyst, you'll get the opportunity to: * Assist in consolidating financial ... Experience or familiarity with financial planning systems (e.g., Anaplan, Hyperion, SAP BPC, Oracle)

City of Cudahy, CA

Assistant Planner

Santa Ana, CA · On-site

$65K - $79K/yr

Planning Opening Date: 09/03/2026 Closing Date: 10/5/2026 11:59 PM Pacific Description PLEASE NOTE ... Finance with submitting funding requests, and assisting parks and recreation with submitting ...

Revelyst

Financial Analyst, Enterprise FP&A

Irvine, CA · On-site

$75K - $85K/yr

As the Financial Analyst, you'll get the opportunity to: * Assist in consolidating financial ... Experience or familiarity with financial planning systems (e.g., Anaplan, Hyperion, SAP BPC, Oracle)

OCVIBE

Financial Analyst, OCSE

Anaheim, CA · On-site

$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 ...

Anaheimducks

Financial Analyst, OCSE

Anaheim, CA · On-site

$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 ...

OCVIBE

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

$100K - $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

$100K - $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 ...

Allied Universal

FP&A Manager

Irvine, CA · On-site

$100K - $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 ...

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

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 ...

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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 Sep 13, 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 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 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 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.

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.

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, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $63,240 per year, or $30.4 per hour.

Financial Analyst, Enterprise FP&A

Irvine, CA • On-site

Revelyst
See more jobs at Revelystexternal

$75K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

Job Description
The Financial Analyst is a member of the Enterprise FP&A Reporting team, supporting enterprise-level financial reporting, analysis, and planning activities across multiple platforms and business units. This role contributes to accurate and timely management reporting and provides analytical support to leadership in a dynamic, private-equity-backed environment with ongoing M&A activity. The position offers strong exposure to corporate FP&A processes and executive-level decision support while developing core analytical and reporting capabilities. This position works onsite in our Irvine, CA headquarters.
As the Financial Analyst, you'll get the opportunity to:
  • Assist in consolidating financial results from multiple platforms and business units into corporate reporting packages.
  • Prepare recurring monthly and quarterly management reports, dashboards, and supporting schedules.
  • Perform variance analysis on actuals versus forecast and budget; help identify key drivers and trends.
  • Support enterprise-wide budgeting and forecasting processes, including data collection and model updates.
  • Maintain and enhance financial models used for forecasting, scenario analysis, and decision support.
  • Partner with finance, accounting, and operational teams to ensure accuracy and consistency of data.
  • Support process improvements and basic automation efforts within reporting and consolidation workflows.
  • Assist with preparation of materials for leadership reviews and internal presentations.
  • Provide analytical support related to M&A activity, integration tracking, and performance monitoring as needed.

You Have:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 1-3 years of experience in FP&A, corporate finance, financial analysis, or related roles.
  • Exposure to private equity-backed environments or multi-entity organizations preferred.
  • Working knowledge of EBITDA and common financial performance metrics.
  • Strong Microsoft Excel skills (financial modeling basics, pivot tables, formulas).
  • Experience or familiarity with financial planning systems (e.g., Anaplan, Hyperion, SAP BPC, Oracle).
  • Basic familiarity with BI or reporting tools (Power BI, Tableau) a plus.
  • Strong analytical skills with attention to detail and data accuracy.
  • Ability to communicate financial information clearly to both finance and non-finance partners.
  • Comfortable working in a fast-paced, evolving environment.
  • Experience supporting a large, multi-platform or multi-entity organization.
  • Exposure to budgeting, forecasting, or enterprise-level reporting processes.
  • Interest in process improvement, automation, or data analytics.

You Might Have:
  • Prior involvement in M&A analysis or post-integration reporting is a plus.

#LI-KR1
Pay Range:
Annual Salary: $75,000.00 - $85,000.00
The actual annual salary offered to a candidate will be based on variables including experience, geographic location, education, and skills/achievements, and will be mutually agreed upon at the time of offer.
We offer a highly competitive salary, comprehensive benefits including: medical and dental, vision, disability and life insurance, 401K, PTO, paid holidays, gear discounts and the ability to add value to an exciting mission!
Our Postings are not intended for distribution to or use in any jurisdiction, country or territory where such distribution or use would violate local law or would subject us to any regulations in another jurisdiction, country or territory. We reserve the right to limit our Postings in any jurisdiction, country or territory.
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