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Financial Virtual Assistant Jobs in Riverside, CA

AVEVA

Executive Assistant

Lake Forest, CA · On-site

$77K - $129K/yr

... virtual receptionist system, collection and management of mail/deliveries, ordering supplies ... Coordinate with finance department as needed. * Assist with special projects and initiatives as ...

AVEVA Group

Executive Assistant

Lake Forest, CA · On-site

$77K - $129K/yr

... virtual receptionist system, collection and management of mail/deliveries, ordering supplies ... Coordinate with finance department as needed. * Assist with special projects and initiatives as ...

AVEVA

Executive Assistant

Foothill Ranch, CA · On-site

$77K - $129K/yr

... virtual receptionist system, collection and management of mail/deliveries, ordering supplies ... Coordinate with finance department as needed. * Assist with special projects and initiatives as ...

AVEVA

Executive Assistant

Lake Forest, CA · On-site

$77K - $129K/yr

... virtual receptionist system, collection and management of mail/deliveries, ordering supplies ... Coordinate with finance department as needed. * Assist with special projects and initiatives as ...

Aveva

Executive Assistant

Lake Forest, CA · Hybrid

$77K - $129K/yr

... virtual receptionist system, collection and management of mail/deliveries, ordering supplies ... Coordinate with finance department as needed. * Assist with special projects and initiatives as ...

DaVita

Administrative Assistant

Anaheim, CA · On-site

$25 - $30/hr

A comprehensive benefits package designed to enhance your health, your financial well-being and ... demand virtual leadership and development courses through DaVita's online training platform ...

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Financial Virtual Assistant information

See Riverside, CA salary details

$12

$25

$35

How much do financial virtual assistant jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for financial virtual assistant in Riverside, CA is $25.45, according to ZipRecruiter salary data. Most workers in this role earn between $21.30 and $28.61 per hour, depending on experience, location, and employer.

What is the difference between Financial Virtual Assistant vs Bookkeeper?

AspectFinancial Virtual AssistantBookkeeper
Primary RoleProvides administrative and financial support, including scheduling, data entry, and basic financial tasksManages day-to-day financial record-keeping, including transactions, invoicing, and reconciliations
CredentialsOften no formal certification; familiarity with financial software helpfulTypically requires bookkeeping certifications or experience
Work EnvironmentRemote, freelance or part-timeCan be remote or in-office, employed or freelance
Industry UsageUsed across various industries for administrative financial supportCommonly employed in small businesses, accounting firms

While both roles support financial tasks, a Financial Virtual Assistant focuses on administrative and support functions, whereas a Bookkeeper handles detailed financial record-keeping. The choice depends on the specific financial tasks needed by the employer.

How much do finance assistants get paid?

Finance virtual assistants typically earn between $15 and $30 per hour, depending on experience, skills, and the complexity of tasks. Salaries can vary based on whether they work freelance or for a company, with some earning annual salaries ranging from $30,000 to $60,000. Advanced skills in accounting software and financial analysis can lead to higher pay.

How to make $1000 a week remotely?

A financial virtual assistant can earn $1000 a week remotely by offering specialized financial support services such as bookkeeping, data entry, or financial analysis to multiple clients. Building a strong client base, developing relevant skills, and using online platforms can help increase earning potential, often requiring consistent work and good time management.

How does a Financial Virtual Assistant typically collaborate with accounting teams and financial advisors remotely?

A Financial Virtual Assistant often works closely with accounting teams and financial advisors by managing schedules, preparing financial reports, and handling communication between clients and advisors. Collaboration is usually facilitated through cloud-based accounting software, shared document platforms, and regular video meetings. This remote setup requires strong organizational skills and clear communication to ensure that all parties stay informed and tasks are completed on time. Building effective digital workflows helps maintain productivity and accuracy, even when working from different locations.

What does a virtual financial assistant do?

A virtual financial assistant provides remote support with financial tasks such as bookkeeping, data entry, invoicing, expense tracking, and financial reporting. They often use tools like spreadsheets and accounting software and may need basic financial knowledge or certifications to perform their duties effectively.

How can I make 2000 a week working from home?

A financial virtual assistant can earn $2,000 a week by offering specialized services such as bookkeeping, financial reporting, or budgeting, often through freelance platforms or direct client contracts. Building a strong skill set in financial software and maintaining a reliable schedule can help increase earning potential, especially with high-demand clients or by charging premium rates for expertise.

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

To thrive as a Financial Virtual Assistant, you need a background in finance or accounting, strong organizational skills, and experience with bookkeeping or financial administration. Familiarity with accounting software such as QuickBooks, Xero, or Excel, as well as secure file-sharing and communication platforms, is typically required. Exceptional attention to detail, time management, and discretion with sensitive information are vital soft skills in this role. These competencies ensure accurate financial record-keeping, efficient remote support, and trustworthy handling of confidential client data.

What is a Financial Virtual Assistant?

A Financial Virtual Assistant is a remote professional who provides administrative and financial support services to businesses, entrepreneurs, or individuals. Their tasks often include bookkeeping, invoice management, expense tracking, financial reporting, and coordinating with accountants or clients. They help streamline financial processes and ensure accuracy in financial records, all while working remotely. By hiring a Financial Virtual Assistant, organizations can save time and focus on core business activities while maintaining organized financial operations.
What are popular job titles related to Financial Virtual Assistant jobs in Riverside, CA? For Financial Virtual Assistant jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Financial Virtual Assistant jobs in Riverside, CA look for? The top searched job categories for Financial Virtual Assistant jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Financial Virtual Assistant jobs? Cities near Riverside, CA with the most Financial Virtual Assistant job openings:
Financial Virtual Assistant jobs near you
Infographic showing various Financial Virtual Assistant job openings in Riverside, CA as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $52,944 per year, or $25.5 per hour.
Wealth Management Associate - CA, Irvine, LA, Ventura (2248)

Wealth Management Associate - CA, Irvine, LA, Ventura (2248)

Equitable Advisors

Irvine, CA • On-site

$250 - $1.0K/wk

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 27 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
  • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
  • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
  • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
  • Location: In-office presence required
  • Work-Life Balance: Flexible schedule to maximize productivity and personal time

Qualifications
Skills & Experience
  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States

Training & Development
  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program

Compensation & Benefits
  • Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
  • Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $36,200 annually.
  • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
  • Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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