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Investment Advisor Associate Jobs in Riverside, CA

Empower

Retirement Plan Advisor- Orange County

Orange, CA · On-site

$79K - $112K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... and a broad investment lineup * Tuition reimbursement up to $5,250/year * Business-casual ...

Stifel

Fund Banking Analyst

Irvine, CA

$70K - $100K/yr

They work closely with fund managers, investment professionals, and other stakeholders to ensure ... advisors, research analysts, project managers, marketing specialists, developers, bankers ...

Stifel

Fund Banking Analyst

Irvine, CA · On-site

$70K - $100K/yr

Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... They work closely with fund managers, investment professionals, and other stakeholders to ensure ...

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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 Jul 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 are Investment Advisor Associates?

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.

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 do Investment Advisor Associates 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 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 July 2026, with employment types broken down into 90% Full Time, 9% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $70,063 per year, or $33.7 per hour.
Real Estate Agent / Associate (Investment Sales)

Real Estate Agent / Associate (Investment Sales)

Greysteel Company Llc

Anaheim, CA • On-site

$87K - $117K/yr

Contractor

Re-posted 8 days ago

Job description

The Opportunity

Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team.

Key Responsibilities

  • Leverage Greysteel’s collaborative platform to advise clients on their commercial real estate transactions.
  • Become an expert in your market by staying up to date on industry trends and activity.
  • Prospect, cultivate, and maintain client relationships.
  • Conduct and present in-depth property analysis, financial modeling, sales, and due diligence reviews.
  • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process.
  • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.

Successful Advisors Have

  • An entrepreneurial mindset and strong desire to build your own business.
  • An exceptional work ethic
  • Demonstrated ability to work independently, set and exceed goals.
  • Coachability and eagerness to constantly learn.
  • The ability to communicate complex ideas.
  • A Bachelor’s degree or two years related work experience.

What We Offer

  • A powerful training and development program with exposure to a vast network of industry professionals
  • Collaborative platform and a shared database of clients.
  • The freedom to build your own business within a proven model for success supported by the Greysteel Engine.
  • Unlimited earning potential through a commission-only role.

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