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Financial Planning Assistant Jobs in Riverside, CA

Hyundai Glovis

FP&A Team - Administrator

Irvine, CA · On-site

$61K - $74K/yr

Summary The FP&A Administrator supports financial planning and analysis activities, including ... This position contributes to delivering accurate and timely financial information to assist in ...

Glovis America, Inc.

FP&A Team - Administrator

Irvine, CA · On-site

$61K - $74K/yr

Summary The FP&A Administrator supports financial planning and analysis activities, including ... This position contributes to delivering accurate and timely financial information to assist in ...

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.

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 ...

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 ...

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 ...

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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 14, 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.

Business Strategy and Planning Assistant Manager

Irvine, CA • On-site

Hyundai Glovis
See more jobs at Hyundai Glovisexternal

$86K - $96K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 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 Business Strategy and Planning Assistant Manager plays a key role in corporate planning and performance management for subsidiary operations and inland logistics businesses. This position is responsible for leading financial analysis, monitoring key performance indicators (KPIs), and delivering management reporting to support executive decision-making. The role also drives business performance improvement initiatives and partners with cross-functional teams to enhance financial transparency, operational efficiency, and strategic planning.
Responsibilities
  • Subsidiary Performance Management
    • Lead monthly financial performance analysis, including variance analysis comparing actual results against the Business Plan (BP), and provide insights on key drivers and risks
    • Consolidate and monitor key performance indicators (KPIs) across subsidiaries and deliver structured performance reports for executive and management review
    • Prepare and present management reporting materials, including executive presentations and supporting analysis
    • Review financial assumptions, business cases, and investment proposals for new business opportunities and internal approvals (Ex. Red Folder process)
    • Coordinate with subsidiary finance and operational teams to ensure consistency and accuracy in financial reporting, planning assumptions, and performance tracking
    • Identify performance gaps and recommend actionable improvement initiatives to enhance operational and financial outcomes
  • Inland Logistics Business Support (GUS)
    • Lead financial and operational analysis for inland transportation and logistics operations to support business performance management
    • Conduct profitability analysis and develop recommendations to improve operational efficiency and margin performance
    • Support strategic planning and financial evaluation for new projects, investments, and business expansion opportunities within inland logistics
    • Partner with operations, finance, and strategy teams to develop data-driven insights for decision-making
    • Perform ad-hoc financial modeling, scenario analysis, and reporting to support management decision-making and strategic initiatives
    • Other duties as assigned

Compensation Range
$86,000 - $96,000 Per Year (Subject to Compensation Study Upon Candidate 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
  • Strong financial modeling, data analysis, and presentation skills Required
  • Experience supporting logistics, transportation, or supply chain operations Required
  • Ability to communicate complex analysis clearly to senior management Required
  • Strong cross-functional collaboration and project management capability Required
  • Proficient PC skills: MS Office Suite (Ex. Excel, Word, PowerPoint, Outlook, and other database management systems) Required
  • Proficient PC skills: SAP, PowerBI, or other visualization tools Preferred
  • Bilingual in Korean and English preferred

Education & Experience
  • Bachelor's Degree Required
  • 6 - 9 Years of experience in Accounting, Finance, and/or Planning Required
  • 7 - 11 Years of experience in Accounting, Finance, and/or Planning Preferred
  • CPA 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
  • Possibility of domestic travel - 5%
  • Repetitive use of hand/grasping product, writing, and typing
  • Stand/walk
  • Carry/lift up to 15 pounds

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 will be 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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