ZipRecruiter

Log In

1

Investment Associate Jobs in Riverside, CA (NOW HIRING)

Charles Schwab

Investment Consultant- Brea, CA

Brea, CA · On-site

$30.10 - $49.71/hr

As an Investment Consultant (IC) in Schwab's Branch Network, you'll take a critical first step on the path toward becoming a Financial Consultant. This role is designed for individuals who are ...

InforCapital

Associate - Secondaries

Irvine, CA · On-site

Pathway's secondaries platform invests in both LP-led and GP-led secondary transactions and actively manages liquidity for clients and investors via the secondary market.The Associate will be closely ...

Prophet Homes

Investment Real Estate Agent

Anaheim, CA

$65K - $175K/yr

Prophet Homes is hiring Investment Real Estate Agents to work directly with real estate investors ... Our teams of experienced of Acquisitions Associates provide you with consistent inventory to sell ...

Prophet Homes

Investment Real Estate Agent

Orange, CA · On-site

$65K - $175K/yr

Prophet Homes is hiring Investment Real Estate Agents to work directly with real estate investors ... Our teams of experienced of Acquisitions Associates provide you with consistent inventory to sell ...

EPT SPE LLC

Investment Management Analyst

Irvine, CA · On-site

Support underwriting, investment analysis, and scenario modeling activities as needed. * All Other ... All full-time regular associates are offered competitive salaries, experience career growth, and ...

previous pagenext page

Showing results 21-40

All JobsInvestment Associate JobsInvestment Associate Jobs in Riverside, CA

Investment Associate information

See Riverside, CA salary details

$23K

$101.3K

$222.7K

How much do investment associate jobs pay per year?

As of Sep 13, 2026, the average yearly pay for investment associate in Riverside, CA is $101,273.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,800.00 and $122,600.00 per year, depending on experience, location, and employer.

What is an investment associate?

Investment Associates are finance professionals who support investment decision-making at firms such as investment banks, private equity firms, or asset management companies. They analyze financial data, perform due diligence on potential investments, build financial models, and prepare reports for senior management or clients. Their work helps guide the investment strategies of their organizations, and they often interact with clients, portfolio managers, and senior analysts. Investment Associates typically have strong quantitative skills and may work long hours, especially during deal cycles.

What does an investment associate do?

An investment associate works with investment analysts to perform a wide range of duties necessary for managing the investments of corporations and municipalities. As an investment associate, your responsibilities are to review the financial data and potential investments of a company to strategize the best plan to increase profits. You may help a client with buying stock, perform risk analysis, review a client’s portfolio, compile and interpret financial data, and assist with corporate mergers. Due to the varied nature of a client’s needs, your responsibilities also vary depending on the account.

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

To thrive as an Investment Associate, you need strong analytical skills, financial modeling abilities, and a degree in finance, economics, or a related field. Familiarity with financial analysis tools like Excel, Bloomberg, and often a CFA designation are typically expected. Excellent communication, attention to detail, and the ability to work collaboratively are key soft skills for this role. These competencies are important for accurately assessing investment opportunities, supporting decision-making, and building trusted client and team relationships.

What are some typical challenges faced by investment associates during due diligence processes?

Investment Associates often face the challenge of managing large volumes of data and tight timelines when conducting due diligence on potential investments. They must analyze financial statements, market trends, and operational risks, all while ensuring accuracy and thoroughness. Balancing multiple projects and liaising with internal teams, external consultants, and portfolio company management can also be demanding. Proactive communication and strong organizational skills are key to overcoming these challenges and delivering actionable recommendations to senior team members.

What is the difference between Investment Associate vs Financial Analyst?

AspectInvestment AssociateFinancial Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, CFA Level I often preferred
Work EnvironmentInvestment firms, asset management, private equityCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and private equityWidespread across finance sectors
Common Search & ComparisonYesYes

Investment Associates typically focus on supporting investment transactions, conducting due diligence, and preparing reports within investment firms. Financial Analysts analyze financial data, prepare reports, and support decision-making across various industries. While both roles require similar credentials and often work in related environments, Investment Associates are more involved in the investment process itself, whereas Financial Analysts focus on data analysis and reporting.

More about Investment Associate jobs

What are the most commonly searched types of Investment jobs in Riverside, CA?

The most popular types of Investment jobs in Riverside, CA are:

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

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

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

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

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

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

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Riverside, CA as of September 2026, with employment types broken down into 1% As Needed, 67% Full Time, 29% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $101,273 per year, or $48.7 per hour.

Investment Consultant- Brea, CA

Brea, CA • On-site

Charles Schwab Inc.
See more jobs at Charles Schwab Inc.external

$30.10 - $49.71/hr

Full-time

This job post has expired 2 days ago. Applications are no longer accepted.

Key responsibilities

  • Engage in proactive client outreach, needs-based conversations, and solution positioning to develop core consulting skills.

  • Build and maintain client relationships through timely, accurate, and client-focused support.

  • Collaborate with Financial Consultants and branch leaders to enhance the client experience.

Job description

Your Opportunity
At Schwab, you'll make an impact on your career while helping clients take ownership of
their financial futures. In a collaborative, inclusive environment, you'll build meaningful
relationships, grow your skills, and contribute to a client-first culture that drives innovation.
As an Investment Consultant (IC) in Schwab's Branch Network, you'll take a critical first
step on the path toward becoming a Financial Consultant. This role is designed for
individuals who are motivated to learn, comfortable taking initiative, and excited to grow
through hands-on experience.
You'll develop core consulting skills through proactive client outreach, needs-based
conversations, and solution positioning-while learning alongside experienced Financial
Consultants who provide coaching, mentoring, and real-time feedback. This is a role where
curiosity, effort, and coachability matter just as much as prior experience.
• Apply active listening and thoughtful questioning to align solutions to client goals
• Build relationship management skills through timely, accurate, client-focused support
• Manage priorities effectively across outreach, follow-up, and administrative work
• Demonstrate resilience and motivation in achieving individual and team goals
• Collaborate with Financial Consultants and branch leaders to enhance client
experience
• Take ownership of your learning, results, and professional growth
Why you're set up for success:
• Schwab Training and Development
Start with Wealth Management University-a four-week, live virtual program
designed to build your foundation for success.
Afterward, continue your development through hands-on training and mentorship in
your branch, partnering with your manager, peers, and mentors for guidance aligned to
your goals.
• Career Pathing
The Investment Consultant role provides a strong foundation for growth, with a clear
path to a Financial Consultant position for those looking to deepen client relationships,
business development skills, and financial expertise.
Schwab also supports a "choose your own adventure" approach-empowering you to
explore leadership, expanded branch roles, or opportunities across service and support
Classification: Schwab Internal
teams. You'll be supported by leaders who invest in your growth and continuous
development over time.
• Competitive Compensation
In addition to base pay, this role offers bonus and incentive opportunities tied to
performance.
What you have
The expertise you bring:
• A valid and active FINRA Series 7 license required
• Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health
Insurance, both of which are required for this role.
• Relevant experience in financial services or a similar client-facing, sales, or advisory
environment preferred
The skills you bring:
• Motivation
Demonstrate strong ownership, persistence, and drive in achieving goals
Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and
contribute to client and business outcomes
• Adaptability
Actively seek, receive, and apply feedback to strengthen performance
Adapt to evolving client needs, business priorities, and new information with a flexible,
solutions-oriented approach
• Time Management
Effectively prioritize and manage multiple responsibilities, including client outreach,
follow-ups, and ongoing development
Stay organized and focused in a fast-paced environment to meet deadlines and deliver
consistent results
• Influencing Others
Use active listening and thoughtful questioning to understand client needs and identify
appropriate solutions
Classification: Schwab Internal
Communicate clearly and persuasively to build trust, align on next steps, and guide
client decisions
• Entrepreneurial Orientation
Take initiative to identify opportunities, expand client relationships, and contribute to
business growth
Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges

Apply