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Financial Planning Assistant Jobs in Riverside, CA

Hyundai Glovis

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 ...

Marvell Technology, Inc.

Senior Financial Analyst

Irvine, CA · On-site

$91K - $114K/yr

... assist in insightful, accurate business decision-making. The FP&A team oversees a global financial planning organization with a comprehensive understanding of all key business drivers and ...

Marvell

Senior Financial Analyst

Irvine, CA

$91K - $114K/yr

... assist in insightful, accurate business decision-making. The FP&A team oversees a global financial planning organization with a comprehensive understanding of all key business drivers and ...

Addison Group

Financial Analyst

Santa Ana, CA · On-site

$75K - $83K/yr

Support forecasting, budgeting, and long-range planning activities. * Perform profitability, labor, revenue, and expense analyses to support operational and financial objectives. * Assist with ...

DataAnnotation

FP&A Manager - AI Trainer

Riverside, CA · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

DataAnnotation

FP&A Manager - AI Trainer

Corona, CA · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

DataAnnotation

FP&A Manager - AI Trainer

Rialto, CA · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

DataAnnotation

FP&A Manager - AI Trainer

Ontario, CA · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

DataAnnotation

FP&A Manager - AI Trainer

Murrieta, CA · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

DataAnnotation

FP&A Manager - AI Trainer

Irvine, CA · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

DataAnnotation

FP&A Manager - AI Trainer

Anaheim, CA · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

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Showing results 41-60

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 10, 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.

FP&A Team - Supervisor

Hyundai Glovis

Irvine, CA • On-site

$65K - $84K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago

Job description

About GLOVIS America Inc.
GLOVIS America, Inc. is a third-party logistics provider headquartered in Irvine, CA. Since our inception in 2002, we are committed to delivering our customers products via truck, rail, or ocean vessel throughout the U.S., Canada, and Mexico. Glovis America makes every effort to exceed standards by providing quality service to our customers and vendors of the automotive, freight forwarding, parts distribution, used car, and fuel industries. We cater logistics strategies and processes to our customers' needs by utilizing the latest information systems and advanced technologies.
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 financial reporting and analysis. This role involves providing guidance, support, and leadership to ensure the team achieves its objectives.
Responsibilities
  • Team leadership
    • Oversee day-to-day FP&A activities to ensure timely and accurate delivery of financial outputs
    • Review team deliverables for analytical quality, consistency, and reliability
    • Support implementation of structured financial processes aligned with corporate objectives
  • Annual Business Plan Preparation
    • Support annual Business Plan activities; coordinating different company operations departments and teams
    • Ensure alignment between strategic targets, prior performance, and proposed financial assumptions
    • Check for top management plans as well as previous period for data consistency and accuracy
  • Establish, manager and control budget operation
    • Coordinate and execute budget operations aligned with the approved Annual Business Plan
    • Drive monthly, quarterly, and annual budget review cycles, including variance analysis and trend monitoring
    • Identify deviation risks and support corrective actions to maintain spending discipline
  • Reporting Performance Analysis
    • Prepare top management report including any variance analysis versus Business Plan, Prior period, and forecast
    • Provide in-depth analysis of key financial drivers and operational impacts
    • Ensure data accuracy, consistency, and transparency in financial reporting
  • Project & Profitability Analysis
    • Conduct financial analysis for new and existing projects, including profitability and cost evaluation
    • Monitor project performance versus plan and assess financial risks
    • Provide risk assessment, resource management, and possible recommendation associated with the project and assist upper management to make better operation decision
  • Continuous Improvement & Analytical Enhancement
    • Identify opportunities to improve financial templates, analytical tools, and reporting processes to enhance efficiency and data reliability
    • Support system enhancement initiatives, including improvements to SAP, Portal system, and any other platforms
    • Promote automation and digitalization efforts to streamline workflows and strengthen financial data integrity
  • Prepare any Ad-Hoc report / Project
    • Prepare ad-hoc reports and analysis in response to management requests
    • Collaborate with cross-functional teams to enhance financial transparency and data consistency
      Compensation: $65,000 - $84,000 (Based on compensation Study upon selection)
      Benefits of Working at GLOVIS America Inc.
      • Medical Insurance
      • Vision Insurance
      • Dental Insurance
      • Health Care & Dependent Care Flexible Spending Accounts (FSA)
      • Basic Life and AD&D as well as Short-Term & Long-Term Disability
      • Paid Vacation, Holidays, and Sick leave
      • Hospital and Critical Illness Insurance
      • Wellness Program and Gym Reimbursement*
      • 401(k) with Generous Matching
      • Referral Bonuses*
      • Auto Allowance*
      • Quarterly Employee Lunches, Summer Refreshments, and Monthly Team Building Activities*
      • Discretionary Bonuses*
      • Tuition Reimbursement*

      *Benefits may vary by location. All benefits pursuant to Company policy
      Skills & Qualifications
      • Detail oriented with strong accounting/financial background required
      • Strong communication skills both writing/speaking required
      • Team leader with positive attitude required
      • Strong Microsoft Office Suite skills (Excel, PowerPoint, etc.) required
      • Ability to think independently and have good decision making skills required
      • SAP FI experience preferred
      • Bilingual in Korean and English is preferred

      Education & Experience
      • Bachelor's Degree Required
      • 7 - 10 Years of Direct Experience in Accounting and/or Finance Required
        • 8 - 13 Years of Direct Experience Preferred
      • 2 Years of Indirect Experience Required
      • 4 - 7 Years of Supervisory Experience Required
      • CPA and/or CMA Preferred

      Glovis America, Inc. adheres to the equal employment opportunity guidelines set forth by federal, state, and local laws. The information requested on this form is sought in good faith and will not be used to discriminate against the applicant based on race, religion or creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic characteristics, marital status, sex or gender (which includes pregnancy, childbirth, or related circumstances), gender identity, gender expression, age, citizenship, sexual orientation, family care or medical leave status, military and veteran status, political affiliation, or any other characteristic protected by federal, state and local laws.
      Physical Requirements
      • Ability to sit in front of a desk and/or in front of the computer for long periods
      • Repetitive use of hand/grasping product, writing, and typing
      • Domestic travel up to 10% required
      • Lift up to 20lbs
      • Carry up to 20lbs
      • Stand/walk

      Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.
      Working and Environmental Conditions
      The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
      • Typical office environment with low-level noise exposure
      • This position is located in the Irvine, CA office
      • Communication with employees and field partners will be primarily conducted via phone and email

      The above statements are intended to describe the general nature of work performed by employees assigned to this position. They are not intended to be a complete list of all job duties performed by persons in the position. Glovis America reserves the right to revise or amend duties at any time as the needs of the company and requirements of the job change.

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