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Investment Advisor Associate Jobs in Riverside, CA

ASEGURE SU LEGADO LLC

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Junior Financial Advisor

Riverside, CA · On-site

$16.90 - $17.50/hr (+ commission)

Junior Financial Advisor Trainee Associate Program Location: Riverside, California Employment Type ... Develop knowledge of retirement accounts, investments, insurance, and risk management * Conduct ...

New

ASEGURE SU LEGADO LLC

Be Seen First

Junior Financial Advisor

Riverside, CA · On-site

$16.90 - $17.50/hr (+ commission)

Junior Financial Advisor Trainee Associate Program Location: Riverside, California Employment Type ... Develop knowledge of retirement accounts, investments, insurance, and risk management * Conduct ...

New

Tax Alchemy

Financial Advisor, CFP Professional

Irvine, CA · On-site +1

$85K - $100K/yr

Financial Advisor, CFP Professional Department: Financial Advisory Employment Type: Full Time ... Collaborate closely with the Financial Planning Associate and Investment Operations Associate to ...

H&R Block

Block Advisors Tax Advisor

Irvine, CA · On-site

$16.90 - $80/hr

We invest in your well-being through competitive pay, comprehensive benefits, and support for life ... Qualifying associates can enroll themselves and/or their eligible dependents in medical and ...

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All JobsInvestment Advisor Associate JobsInvestment Advisor Associate Jobs in Riverside, CA

Investment Advisor Associate information

See Riverside, CA salary details

$40.2K

$70.1K

$117.4K

How much do investment advisor associate jobs pay per year?

As of Sep 12, 2026, the average yearly pay for investment advisor associate in Riverside, CA is $70,063.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,700.00 and $86,100.00 per year, depending on experience, location, and employer.

What is an investment advisor associate?

Investment Advisor Associates are financial professionals who support investment advisors or financial advisors in managing client portfolios, conducting research, and providing financial planning services. They often help with preparing reports, communicating with clients, and implementing investment strategies under the supervision of a senior advisor. This role is typically an entry- to mid-level position and can serve as a stepping stone to becoming a fully licensed investment advisor. Investment Advisor Associates may also assist in client onboarding, compliance, and administrative duties. Their goal is to help clients achieve their financial objectives while gaining experience in the wealth management industry.

How does an investment advisor associate typically collaborate with senior advisors and clients?

Investment Advisor Associates often work closely with senior advisors by preparing client presentations, conducting market research, and assisting in the development of tailored investment strategies. They frequently participate in client meetings, helping to address client questions and support relationship management. This collaborative environment provides valuable exposure to client-facing responsibilities and mentorship from experienced advisors, enabling associates to build their skills and advance within the firm.

What are the key skills and qualifications needed to thrive as an investment advisor associate, and why are they important?

To thrive as an Investment Advisor Associate, you need a solid understanding of financial markets, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with portfolio management software, financial planning tools, and relevant certifications such as the Series 7 or Series 66 licenses is typically required. Strong interpersonal skills, attention to detail, and effective communication help build client trust and support team collaboration. These competencies are crucial for delivering sound financial advice, maintaining compliance, and fostering long-term client relationships.

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

AspectInvestment Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; relevant FINRA certificationsSeries 7, 66, or 65 licenses; CFP or other certifications often preferred
Work EnvironmentSupport role within investment firms, assisting advisors and clientsClient-facing role providing personalized financial planning and investment advice
Employer & Industry UsageFinancial services firms, investment advisory firmsIndependent or firm-based financial planning practices, banks, wealth management

While both roles require similar licenses and work within the financial industry, Investment Advisor Associates primarily support senior advisors and handle administrative tasks, whereas Financial Advisors directly engage with clients to develop personalized financial plans and investment strategies.

How much do investment advisor associates get paid?

Investment advisor associates typically earn a median annual salary of around $60,000 to $80,000, with higher earnings possible based on experience, location, and performance. Entry-level positions may start lower, while experienced associates or those with certifications like the Series 7 or 66 can earn more, often supplemented by bonuses and commissions.

What are popular job titles related to Investment Advisor Associate jobs in Riverside, CA?

For Investment Advisor Associate jobs in Riverside, CA, the most frequently searched job titles are:

What job categories do people searching Investment Advisor Associate jobs in Riverside, CA look for?

The top searched job categories for Investment Advisor Associate jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Investment Advisor Associate jobs?

Cities near Riverside, CA with the most Investment Advisor Associate job openings:

Investment Advisor Associate jobs near you
Infographic showing various Investment Advisor Associate job openings in Riverside, CA as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $70,063 per year, or $33.7 per hour.

Associate Wealth Advisor

Santa Ana, CA • On-site

Orange County's Federal Credit Union
See more jobs at Orange County's Federal Credit Unionexternal

$70K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 18 days ago

Key responsibilities

  • Manage member referrals, existing investment accounts, and leads generated through the Contact Center.

  • Conduct financial reviews and help members identify and pursue their financial goals.

  • Prepare and present personalized financial plans, retirement strategies, and portfolio recommendations.

Job description

As an Associate Wealth Advisor, you step into a thriving portfolio of existing clients and expand your reach by connecting with eager prospects from our Contact Center and other internal sources. Enjoy a monthly commission and the freedom to earn without limits!


Build Relationships. Build Futures. Build Your Career.

 

At Orange County’s Federal Credit Union (OCFCU), banking is personal—and it always has been. For more than 85 years, we’ve helped our members achieve life’s most important milestones by building genuine relationships, providing trusted guidance, and putting people before transactions. 


Today, with more than $3 billion in assets and 145,000+ members, we continue to grow while staying true to the values that have made us one of Orange County’s most respected financial institutions.


As a Associate Wealth Advisor (Centralized Financial Advisor), you’ll work with a steady flow of member referrals and leads while honing your consulting, relationship-building, and business development skills. You'll be supported by an established Wealth Management team while representing a broad range of investment and insurance solutions, including advisory accounts, mutual funds, ETFs, structured products, 529 plans, IRAs, annuities (fixed, indexed, and variable), stocks, bonds, life insurance, and long-term care insurance.

 

What You'll Do

  • Manage member referrals, existing investment accounts, and leads generated through our Contact Center.
  • Conduct financial reviews and help members identify and pursue their financial goals.
  • Prepare and present personalized financial plans, retirement strategies, and portfolio recommendations.
  • Recommend investment and insurance solutions aligned with each member’s needs.
  • Partner with mutual fund companies, insurance providers, broker/dealers, and Registered Investment Advisors (RIAs) to deliver exceptional service.
  • Utilize digital advisory tools, including Guided Wealth Portfolios, to help members access modern investment solutions.
  • Stay current on market trends, economic conditions, and investment products.
  • Maintain compliant client records and documentation in accordance with FINRA and regulatory requirements.

 

What We're Looking For

We’re seeking ambitious professionals who are passionate about helping others achieve financial success and eager to grow within wealth management.

  • Minimum two years of experience in the sales and delivery of personal investment products and services, wealth management, banking, or insurance.
  • FINRA Registration: Series 7, and Series 66 (or Series 63 & Series 65).
  • California Life Agent with Variable Contracts Insurance License, preferred. 
  • Fluency in Spanish is helpful .
  • After training this position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana.

 

Why Join OCCU?


•    The annual forgivable draw against commissions is $70,304.00, the earning potential is unlimited! 

•    Award winning workplace culture

•    Clear growth paths and internal mobility

•    People before profits—always

•    A team that supports each other and celebrates wins

•    Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day.

•    Financial Security: Life insurance at no cost and a 401(k) plan with an employer match up to 6%.

•    Work-Life Balance: 13 days of vacation and seven (7) sick days annually and paid holidays.

•    Recognition & Growth: annual discretionary bonus as well as educational grants up to $1,000 per year.


Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.