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Financial Planning Associate Jobs in Riverside, CA

Conexus

VP of Commercial Finance

Orange, CA · Hybrid

$190K - $220K/yr

Oversee the financial planning, budgeting, and forecasting processes for all commercial activities ... Associate Vice President for Advancement Operations and CPP Philanthropic Foundation Chief ...

Rivian

Finance Associate, EDV Program

Irvine, CA · On-site

Role Summary The Finance Associate, EDV Program is an earlycareer role supporting endtoend ... FP&A, consulting, investment banking, engineering, manufacturing, supply chain, or logistics roles.

Rivian

Finance Associate, EDV Program

Irvine, CA · On-site

Role Summary The Finance Associate, EDV Program is an early-career role supporting end-to-end ... FP&A, consulting, investment banking, engineering, manufacturing, supply chain, or logistics roles.

CalPolyPomona

Director, Financial Wellbeing

Pomona, CA · On-site

$8.3K - $9.5K/mo

The role will report directly to the Sr. Associate Vice President, Equity and Belonging in the ... Utilize data to inform decision-making, identify trends, and support strategic planning. * Recruit ...

Cal Poly Pomona

Director, Financial Wellbeing

Pomona, CA · On-site

$8.3K - $9.5K/mo

The role will report directly to the Sr. Associate Vice President, Equity and Belonging in the ... Utilize data to inform decision-making, identify trends, and support strategic planning. * Recruit ...

Yum

Associate Manager, Strategic Finance

Irvine, CA · On-site

$115K - $125K/yr

Reporting to the Sr. Manager of FP&A, the Associate Manager will oversee key areas of the P&L, driving period, quarterly, and annual operating planning and reporting activities. The individual will ...

Yum Brands

Associate Manager, Strategic Finance

Irvine, CA · Hybrid

$115K - $125K/yr

Reporting to the Sr. Manager of FP&A, the Associate Manager will oversee key areas of the P&L, driving period, quarterly, and annual operating planning and reporting activities. The individual will ...

Regal Executive Search

Tax Senior Reviewer

Irvine, CA · On-site

$87K - $108K/yr

Tax Senior Reviewer Overview With a rich 40-year history in the areas of financial planning ... We invest in our associates, care about professional development, and believe in creating many ...

Divergent

Strategic Finance Lead/ Senior Associate

Irvine, CA · On-site

$117K - $159K/yr

Establishscalable planning methodologies, decision frameworks, and financial performance metrics ... Strategic Finance Senior Associate (S05): $ 109240- $150,210 * Strategic Finance Lead (S06)$126,160 ...

PacSun

Associate Merchandise Planner

Anaheim, CA · On-site

$71K/yr

Maintain strategic financial plans tied to merchandising strategies for both retail stores and e ... Pre-season topside merchandise planning at a department/class level/style-color level, as well as ...

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

Financial Planning Associate information

See Riverside, CA salary details

$14

$33

$70

How much do financial planning associate jobs pay per hour?

As of Jul 12, 2026, the average hourly pay for financial planning associate in Riverside, CA is $33.35, according to ZipRecruiter salary data. Most workers in this role earn between $21.59 and $35.87 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Planning Associate, and why are they important?

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a Financial Planning Associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a Financial Planning Associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.
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 Associate jobs in Riverside, CA? For Financial Planning Associate jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Riverside, CA look for? The top searched job categories for Financial Planning Associate jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Financial Planning Associate jobs? Cities near Riverside, CA with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Riverside, CA as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $69,358 per year, or $33.3 per hour.

Associate Vice President, Client Engagement

Synergy Private

Irvine, CA

$75K - $90K/yr

Full-time

Posted 13 days ago

Job description

Description
We are seeking a highly capable and detail-oriented Associate Vice President to serve as a direct extension of the Principal & Lead Advisor within a boutique, administrative family office platform.

This individual will play a central role in client engagement, advisory coordination, and service delivery, acting as the connective layer between strategy and execution. The AVP will work closely with the Lead Advisor to translate complex financial, tax, investment, and estate planning strategies into coordinated action across internal and external stakeholders.

This role is best suited for a mid-to-senior level professional who has meaningful experience serving high-net-worth or ultra-high-net-worth clients and is ready to step into a highly dynamic, high-responsibility position within a growing firm.

The AVP will function as a second voice to the client, reinforcing and advancing advisory direction, while ensuring all client-related activities are executed with precision, consistency, and a high standard of care.

Core Role Objective
Serve as the primary operator of client engagements—translating advisory direction into coordinated action, maintaining continuity across all stakeholders, and ensuring the consistent delivery of a high-touch family office experience.


Key Responsibilities
1. Client Engagement & Advisory Support
  • Act as a secondary point of contact for clients, reinforcing and advancing the strategic direction set by the Lead Advisor
  • Participate in all client communications, ensuring continuity, clarity, and follow-through
  • Prepare and deliver client communications including:
    • Meeting recaps
    • Action plans
    • Status updates
  • Ensure clients experience a seamless, proactive, and highly organized advisory relationship

2. Advisory Translation & Facilitation
  • Translate high-level advisory direction into:
    • Clear action items
    • Structured workflows
    • Defined deliverables
  • Coordinate across multiple disciplines including:
    • Tax strategy and compliance
    • Investment structuring and implementation
    • Estate planning and entity structuring
    • Banking, lending, and liquidity management
  • Ensure all stakeholders (internal and external) are aligned on objectives, timelines, and expectations

3. Project Management & Service Delivery
  • Own the end-to-end lifecycle of client engagements, including:
    • Task tracking
    • Timeline management
    • Workflow execution
  • Oversee the completion of all client deliverables across:
    • Financial planning
    • Tax coordination
    • Legal and estate workflows
    • Investment execution
  • Ensure all work is completed:
    • On time
    • To specification
    • At a high standard of quality

4. Coordination of External Providers
  • Supervise and support the coordination of:
    • CPAs and tax advisors
    • Attorneys and estate planners
    • Investment and asset managers
    • Banking and lending partners
  • Track deliverables, timelines, and dependencies across all third parties
  • Ensure accountability and responsiveness from all external partners

5. Internal Execution Oversight
  • Collaborate closely with the Client Operations Associate to:
    • Delegate execution tasks
    • Review deliverables
    • Ensure quality control before client delivery
  • Maintain visibility across all workstreams to ensure consistency and completeness

6. Financial Planning & Strategic Support
  • Support the development and refinement of comprehensive financial plans
  • Assist in synthesizing complex financial information into clear, actionable insights
  • Prepare materials and recommendations for Lead Advisor review

7. Investment & Opportunity Evaluation
  • Assist in reviewing and vetting investment opportunities presented to the firm or its clients
  • Analyze supporting materials and identify key risks, assumptions, and considerations
  • Summarize findings for internal discussion and client presentation

This role reports directly to the Principal / Lead Advisory. The role requires supervision of and collaboration with the Senior Associate and Legal team. The role works closely with client families and external professional partners. 

Qualification & Required Experience
  • 5–10 years of experience in:
    • Wealth management
    • Multi-family office
    • Private client advisory
    • Investment operations or financial planning
  • Strong understanding of:
    • Financial planning concepts
    • Tax strategy coordination
    • Estate planning structures (trusts, LLCs, etc.)
    • Investment vehicles and capital flows
  • Experience participating in client-facing engagements
  • Exceptional organizational and project management capabilities

Preferred
  • Active license (Series 65 or equivalent) or ability to obtain
  • Professional designations (CFP®, CPA, EA, CPWA®, JD, or similar)
  • Experience working with high-net-worth or ultra-high-net-worth clients

Skills & Attributes
  • Ability to translate complex ideas into clear, actionable steps
  • High attention to detail with a commitment to precision and quality
  • Excellent written and verbal communication skills
  • Ability to manage multiple client engagements simultaneously
  • Strong judgment and discretion when handling sensitive client matters
  • Proactive, ownership-driven mindset with a bias toward action
  • Comfort operating in a fast-paced, high-accountability environment

This role requires availability during Pacific Time business hours, 8 AM - 5 PM.

Benefits
  • Paid holidays
  • Work from home
  • Discretionary performance-based bonus potential
  • Opportunity for long-term growth aligned with firm expansion