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

Techoundsllc

Junior Accountant

Chino Hills, CA · On-site

$48K - $60K/yr

Junior Accountant Public Accounting Firm Experience a Must Chino, CA 91709 * -- Maintain and audit ... financial information to management * -- Create and analyze budgets * -- Advise management on tax ...

Berkadia

VP, Financial Analysis

Irvine, CA · On-site

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 ...

Aluminum Product Manufacturer, Fabricator and Finisher

Be Seen First

Controller

Anaheim Hills, CA · On-site

... more junior staff with account reconciliation and financial statement preparation · Work with Cost Accountant on material cost issues and year-end inventory results. · Review & Advise on Monthly ...

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 ...

Onterris

Workday Financials & Projects - Lead

Irvine, CA · On-site +1

$160K - $185K/yr

Mentor and develop junior and mid-level Workday analysts,providingtechnical guidanceand coaching ... Act as a trusted advisor to business and IT leadership, shaping how Workday capabilities support ...

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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 12, 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.

What does a junior financial advisor do?

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.

What is a junior financial advisor?

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.

How to become a junior financial advisor?

To become a junior financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Entry-level roles often require strong communication skills, basic knowledge of financial products, and sometimes passing licensing exams such as the Series 7 or Series 63, depending on the employer and jurisdiction.

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 roles may also include bonuses and commissions, especially if they involve client sales or asset management. Certifications like the CFP can enhance earning potential.

What are the key skills and qualifications needed to thrive as a junior financial advisor?

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 August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $68,266 per year, or $32.8 per hour.

Junior Financial Advisor in training

Zapata Private Wealth Group

Upland, CA • On-site

$3.0K - $5.0K/mo

Full-time

Retirement

Re-posted 26 days ago

Job description

Benefits:
  • 401(k)
  • Bonus based on performance
  • Employee discounts

Junior Financial Advisor in trainingZapata Private Wealth Group

???? Upland, CA
 ⏱ Full-Time
???? Start your career in financial services with a growing boutique firm that will train, mentor, and invest in your success. No industry experience required—just a strong work ethic and a desire to learn.

About Us

Zapata Private Wealth Group is a boutique financial planning firm dedicated to delivering exceptional client experiences and long-term financial guidance.
We are looking for a motivated, detail-oriented recent graduate who wants to begin a career in financial services and learn directly from experienced professionals in a growing firm.
This is more than an administrative role — it’s an opportunity to learn the business, develop real-world skills, and build a long-term career in the financial industry.

Who This Role Is Perfect For

This position is ideal for someone who:
  • Recently graduated with a degree in Finance, Economics, Business, or Financial Services
  • Wants to learn how a successful financial planning firm operates
  • Is interested in eventually building a career in wealth management
  • Is coachable, driven, and eager to grow
What You’ll Do

  • Provide administrative support to advisors
  • Assist with client service requests and follow-up
  • Prepare and process paperwork and account documents
  • Maintain accurate client records and systems
  • Manage scheduling, calendars, and appointments
  • Handle client communication (phone, email, follow-up)
  • Support new client onboarding
  • Help maintain an organized and professional office environment
What You’ll Learn

  • How a boutique financial planning firm operates
  • Client service and relationship management best practices
  • Industry systems, workflows, and processes
  • The foundation for a long-term career in financial services
No Experience Required – We’ll Train You

You do not need prior financial industry experience.
We will train you on:
  • Our systems and processes
  • How we deliver exceptional client service
  • The approach that drives our firm’s success
Career Growth & Licensing Support

If obtaining your industry licenses (Series 6, 7, 63, etc.) is part of your career plan, we will support and guide you through that process.

This role is designed to grow into higher-level client service and advisory opportunities over time.
Compensation

  • $36,000 – $50,000 base salary (entry-level)
  • $3,000 – $5,000 bonus potential
  • Significant long-term income potential once licensed and advancing within the firm
Why Join Zapata Private Wealth Group

  • Hands-on training and mentorship
  • Direct exposure to experienced advisors
  • Learn how a successful boutique firm operates
  • Clear path for career growth in financial services
Apply Today

If you're a recent graduate motivated to start a career in financial services and grow within a firm, we’d love to hear from you.