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Investment Advisor Associate Jobs in Riverside, CA

H&R Block

Tax Associate

Corona, CA · On-site

$15.90 - $19.70/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Riverside, CA · On-site

$15.90 - $19.70/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Moreno Valley, CA · On-site

$15.90 - $19.70/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Fontana, CA · On-site

$15.90 - $19.70/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

San Dimas, CA · On-site

$16.65 - $20.55/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Mission Viejo, CA · On-site

$16.65 - $20.55/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

San Bernardino, CA · On-site

$15.90 - $19.70/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Rancho Cucamonga, CA · On-site

$15.90 - $19.70/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Yorba Linda, CA · On-site

$16.65 - $20.55/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Irvine, CA · On-site

$16.65 - $20.55/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Rancho Santa Margarita, CA · On-site

$16.65 - $20.55/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

San Bernardino, CA · On-site

$15.90 - $19.70/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Lake Elsinore, CA · On-site

$15.90 - $19.70/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Anaheim, CA · On-site

$16.65 - $20.55/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Irvine, CA · On-site

$16.65 - $20.55/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Moreno Valley, CA · On-site

$15.90 - $19.70/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Fontana, CA · On-site

$15.90 - $19.70/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Fontana, CA · On-site

$15.90 - $19.70/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Menifee, CA · On-site

$15.90 - $19.70/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Foothill Ranch, CA · On-site

$16.65 - $20.55/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

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Showing results 41-60

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 Aug 22, 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.

Tax Associate

H&R Block

Corona, CA • On-site

$15.90 - $19.70/hr

Full-time

Retirement

Posted 12 days ago

H&R Block rating

5.6

Company rating: 5.6 out of 10

Based on 291 frontline employees who took The Breakroom Quiz

146th of 151 rated financial services

Job description

About the Role
As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You'll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.
  • Meet with clients to gather information and understand their tax situation
  • Prepare complete and accurate tax returns with training and support from experienced teammates
  • Explain tax information clearly and provide recommendations in a way clients can easily understand
  • Identify tax savings opportunities and recommend relevant products and services
  • Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
  • Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Required Qualifications
  • Successful completion of the H&R Block Income Tax Course1
  • Experience interacting with customers or clients in a service-oriented environment
  • Strong communication skills, including explaining information clearly and asking questions to understand needs
  • Problem-solving skills, including organizing information and identifying solutions
  • Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT
  • High school diploma / GED/ equivalent

Preferred Qualifications
  • Bachelor's degree in accounting, finance, or a related field
  • Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
  • Experience asking questions and recommending solutions based on customer needs
  • Ability to work 15-35 hours per week, with availability up to 40 hours during peak periods
  • Availability to work evenings and weekends during tax season

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Pay Range Information
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range
$15.90 - $19.70/Hr.
Sponsored Job
Coelho-4934-RIVERSIDE CA

What H&R Block employees say

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About H&R Block

Sourced by ZipRecruiter

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

Industry

Accounting services, it services and finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US

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