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Junior Financial Advisor Jobs in Riverside, CA (NOW HIRING)

Berkadia

VP, Financial Analysis

Irvine, CA

This role will support and partner with the Investment Sales Advisors to successfully execute the ... junior team members, and support of overall transaction strategy. This role is best suited for a ...

Berkadia

VP, Financial Analysis

Irvine, CA · On-site

$120K - $150K/yr

This role will support and partner with the Investment Sales Advisors to successfully execute the ... junior team members, and support of overall transaction strategy. This role is best suited for a ...

PNC Bank

Banking Advisor III - PNC Private Bank

Irvine, CA · Hybrid

$91K - $202K/yr

Proficient in the origination, financial analysis, negotiation and documentation of credit and non ... Provides leadership and mentoring to junior members of team. Ensures compliance with current ...

Esri

Sr. Principal Contract Specialist

Redlands, CA

$99K/yr

This role will advise leadership on critical business decisions, and mentor the next generation of ... Partner with legal, finance, and delivery teams in a highly supportive environment * Mission-Driven ...

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All JobsFinancial Advisor JobsJunior Financial Advisor JobsJunior Financial Advisor Jobs in Riverside, CA

Junior Financial Advisor information

See Riverside, CA salary details

$33.4K

$68.3K

$103.3K

How much do junior financial advisor jobs pay per year?

As of Aug 2, 2026, the average yearly pay for junior financial advisor in Riverside, CA is $68,266.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,800.00 and $77,700.00 per year, depending on experience, location, and employer.

How do I start a career in finance with no experience?

Starting a career as a junior financial advisor with no experience involves gaining relevant knowledge through courses in finance, economics, or related fields, and obtaining certifications such as the Series 7 or Series 66 if required. Internships or entry-level positions can provide practical experience, and developing skills in financial planning, communication, and using financial software can improve job prospects.

What does a typical day look like for a Junior Financial Advisor?

A typical day for a Junior Financial Advisor involves meeting with clients to discuss their financial goals, assisting in the creation of personalized investment or savings plans, and conducting market research to support senior advisors' recommendations. You’ll spend time updating client records, preparing reports, and responding to client emails or phone calls. Collaboration is key, as you'll often work under the guidance of senior advisors and participate in team meetings to review strategies and growth opportunities. This dynamic environment provides continuous learning and a clear pathway for advancement to more senior advisory roles.

How much do first year financial advisors make?

First-year financial advisors typically earn between $40,000 and $60,000 annually, with total compensation often including base salary and commissions or bonuses. Earnings can vary based on location, firm size, and individual performance, and many advisors pursue certifications like the Series 7 or 63 to enhance earning potential.

What is a Junior Financial Advisor job?

A Junior Financial Advisor assists senior advisors in providing financial guidance to clients. They help conduct market research, analyze financial data, and develop investment strategies. Their responsibilities may also include preparing client reports, managing administrative tasks, and maintaining client relationships. This role is an entry-level position designed to provide hands-on experience and training in financial planning and investment management. Over time, Junior Financial Advisors work toward building their own client base and advancing in their careers.

What does a junior financial advisor do?

A junior financial advisor assists clients with financial planning, investment strategies, and portfolio management under the supervision of senior advisors. They gather client information, analyze financial data, and use financial tools to develop recommendations, often working toward earning relevant certifications like the Series 7 or Series 65. Their role involves ongoing learning and adherence to industry regulations in a client-focused environment.

How much does a junior financial advisor earn?

A junior financial advisor typically earns between $40,000 and $60,000 annually, depending on experience, location, and the firm. Entry-level positions may also include bonuses and commissions based on client performance and sales targets.

What are the key skills and qualifications needed to thrive in the Junior Financial Advisor position, and why are they important?

To thrive as a Junior Financial Advisor, you typically need a strong background in finance or a related field, analytical skills, and familiarity with financial products and regulations. Knowledge of financial planning software, CRM systems, and progress toward industry certifications such as FINRA Series 7 or 65 is often expected. Excellent communication, active listening, and relationship-building abilities distinguish high performers in this role. These skills are crucial for accurately assessing client needs, providing sound advice, and building long-term client trust and satisfaction.

What are the most commonly searched types of Financial Advisor jobs in Riverside, CA? The most popular types of Financial Advisor jobs in Riverside, CA are:
What are popular job titles related to Junior Financial Advisor jobs in Riverside, CA? For Junior Financial Advisor jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Junior Financial Advisor jobs in Riverside, CA look for? The top searched job categories for Junior Financial Advisor jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Junior Financial Advisor jobs? Cities near Riverside, CA with the most Junior Financial Advisor job openings:
Junior Financial Advisor jobs near you
Infographic showing various Junior Financial Advisor job openings in Riverside, CA as of July 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $68,266 per year, or $32.8 per hour.

Junior Financial Advisor

Legacy Financial and Insurance Services, LLC

Rancho Cucamonga, CA

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Job description

Who We Are
Legacy Financial amp; Insurance Services LLC is a financial planning and investment advisory firm dedicated to helping our clients achieve their financial goals. We pride ourselves on providing personalized service, expert advice, and a warm, welcoming environment for our clients. As we continue to grow, we are seeking a motivated and detail-oriented Junior Financial Advisor to join our team.
As a Junior Financial Advisor, you will work closely with the firm’s existing clients to conduct reviews, identify additional opportunities and strengthen client relationships. This role is ideal for someone with a genuine passion for financial advising, a client-first mindset, and an entrepreneurial drive to grow within a dynamic firm.

Why Join Us?
  • You will be working with an already established book of business
  • Firm-funded marketing budget and top-notch administrative support
  • We are a growing firm looking to have someone grow in success with us
  • Supportive and collaborative environment with extensive mentorship and growth opportunities
  • Competitive base salary plus a lucrative variable compensation model
  • Potential for career growth within the firm
  • FREE access to a $24,000 training program
What’s In It For You
  • Salary: $60,000 - $80,000 (depending on experience) + commission/fee structure
  • PTO + Paid Holidays
  • 401(k)
  • Group Life Insurance
  • Group Medical Insurance
  • Group Dental Insurance
  • Vision Insurance
  • Long-Term Disability
  • Short-Term Disability
  • Paid Training
  • Continuing Education
What You Will Be Doing
  • Hold client and prospective client meetings to provide support and ensure follow-up on action items
  • Conduct client reviews to uncover additional opportunities
  • Prepare comprehensive financial plans, including data gathering, analysis, and the development of financial projections
  • Communicate with prospects and clients via multiple channels to build and maintain strong relationships
  • Collaborate with the advisory team to develop and implement investment strategies tailored to clients' needs and objectives
  • Support firm growth by engaging in client acquisition and company-sponsored marketing initiatives
  • Support marketing and business development initiatives, including vendor research
  • Stay current on industry trends, financial products, and regulatory requirements
  • Provide support to existing clients by answering inquiries and performing account service requests
What You Will Bring
  • Life amp; Health Insurance licensure (Required)
  • Active Series 65 or equivalent (Preferred and must obtain within 12-24 months after start date)
  • Clear and professional communication (verbal and written) (Required)
  • Strong organizational skills and attention to detail (Required)
  • High level of professionalism and a commitment to client service and satisfaction (Required)
  • Exceptional ability to connect and engage with existing and prospective clients (Required)
  • Ability to thrive in a collaborative, team focused environment (Required)
  • Bachelors or associate’s degree in Finance or related field (Required)
  • Experience in financial planning or investment advisory services (Preferred)
Check Us Out!
Website: https://4mylegacy.com
If you are ready to grow your career, apply today!
Job Type: Full-time
Benefits:
  • 401(k)
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Paid training
  • Retirement plan
  • Vision insurance

Application Question(s):
Are you willing to complete a background check?
Education:
High school or equivalent (Required)
License/Certification:
Series 65 (Preferred)
Life and Health Insurance License (Preferred)
Ability to Commute:
Rancho Cucamonga, CA 91729 (Required)
Work Location: In person

Apply