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Financial Planning Assistant Jobs in Riverside, CA

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 ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

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 · 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 ...

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 ...

Addison Group

Financial Analyst

Santa Ana, CA · On-site

$75K - $85K/yr

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

Addison Group

Financial Analyst

Santa Ana, CA · On-site

$75K - $85K/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

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

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

Pomona, 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

Orange, 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

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 ...

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 ...

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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 21, 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

Hot Topic & BoxLunch

City Of Industry, CA • Hybrid

$75K - $85K/yr

Full-time

Posted 4 days ago

Job description

Does a fresh Excel spreadsheet hold endless possibilities for you? If so, this role may just be the prefect fit! We’re looking for a Financial Analyst to join our FP&A team. This role will support budgeting, forecasting, monthly reporting, and financial analysis across different areas of the business.

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 who enjoys working with numbers, wants to learn the business, and is interested in finding better and more efficient ways to work.

This role operates on a hybrid schedule and will require to work from our HQ located in the City of Industry, CA three days a week.

WHAT YOU'LL DO

•    Support the annual budget, forecasts, and monthly financial planning and reporting.
•    Prepare and maintain financial models, reports, and supporting schedules.
•    Analyze monthly results and explain key variances versus budget, forecast, and prior year.
•    Work with Accounting during month-end close to review actuals, accruals, reclasses, and other financial activity.
•    Prepare monthly reporting and presentations for management.
•    Work with business partners to understand spending, business trends, risks, and opportunities.
•    Help maintain recurring reports and ensure financial information is accurate and complete.
•    Work with financial and operational data from different systems to support analysis and reporting.
•    Look for opportunities to simplify, improve, and automate existing reports and processes.
•    Support ad hoc financial analysis and other projects as needed.

WHAT YOU'LL NEED

•    Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field preferred.
•    2–3 years of relevant experience in FP&A, corporate finance, or financial analysis.
•    Strong Excel skills and experience building and maintaining financial models.
•    Solid understanding of financial statements, budgeting, forecasting, and variance analysis.
•    Strong analytical and problem-solving skills with high attention to detail.
•    Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
•    Strong written and verbal communication skills.
•    Comfortable working both independently and as part of a team.
•    Experience in retail or another multi-location business.
•    Experience with enterprise planning/reporting systems such as Oracle.
•    Interest in leveraging AI and automation to improve financial analysis, reporting and processes.
•    Experience working with BI and data visualization tools.

Please note the pay range for this position starts as listed in the job posting, but other factors such as an individual’s education, location, meeting the minimum job requirements for the role, training and experience, will determine the final salary for potential new hires.
At this time, we are not able to support new employment-based visa sponsorships due to current business needs and resource limitations. Should our sponsorship capabilities change in the future, we will update our process accordingly.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.