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

Tax Manager, Private Client

Irvine, CA · On-site +1

$98K - $164K/yr

Advise clients on financial planning strategies, including asset protection, succession planning ... Serve as a role model and coach for junior staff. * Contribute to internal training and development ...

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 ...

Train and guide junior staff in technical delivery, quality expectations, and project execution ... Collaborate with professionals across disciplines to provide trusted-advisor service and future ...

Showing results 21-40

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 Sep 1, 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 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.

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 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.

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.

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. Gaining relevant skills such as financial analysis and client communication, and obtaining certifications like the Series 7 or Series 66 license, can improve job prospects. Entry-level roles often require some internship experience and a strong understanding of financial products and regulations.

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 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:

Infographic showing various Junior Financial Advisor job openings in Riverside, CA as of August 2026, with employment types broken down into 80% Full Time, 18% Part Time, and 2% 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.

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 24 days ago


Job description

Please be advised the job position is located in the City of Industry, CA. This position is full-time and ON-SITE.
Sunny Health & Fitness is an industry leading health and exercise-centric lifestyle brand that is dedicated to cultivating and empowering those within the fitness community. We believe fitness should be accessible to everyone, anywhere, anytime. Our goal is to enable and provide you with the tools you need to become better through a fulfilling fitness experience and lifestyle.
We are looking for a Junior Accountant to provide support to the financial department by managing daily accounting task. The ideal candidate will be well-versed in accounting principles and able to work comfortably with numbers and attentive to details.
Job Description:
  • General Ledger, prepare journal entries, reconcile financial statements and accounts, and ensure data accuracy.
  • Account Reconciliation.
  • Reviews current status of customer accounts to identify and resolve billing processing problems in a timely manner.
  • Obtains revenue by verifying transaction information; computing charges and refunds; preparing and mailing invoices; identifying delinquent accounts and insufficient payments.
  • Pays invoices by verifying transaction information; scheduling and preparing disbursements; obtaining authorization of payment.
  • Prepares financial reports by collecting, analyzing, and summarizing account information and trends.
  • Maintains accounting ledgers by posting account transactions.
  • Verifies accounts by reconciling statements and transactions.
  • Resolves account discrepancies by investigating documentation; issuing stop payments, payments, or adjustments.
  • Maintains financial security by following internal accounting controls.
  • Secures financial information by completing data base backups.
  • Maintains financial historical records by filing accounting documents.
  • Contributes to team effort by accomplishing related results as needed.
  • Other duties as assigned.

Qualifications:
  • Bachelor Degree in Accounting or Finance
  • Excellent analytical and math skills
  • Proficient in Microsoft Suite, especially in Excel
  • Strong written and communication skills
  • Skill in dealing with multiple projects and interruptions
  • Strong organizational skills; attention to detail
  • Ability to analyze financial reports
  • Ability to prepare accounting reports
  • Ability to work independently and meet deadlines as assigned
  • Ability to maintain effective working relationships
  • Full cycle accounting and the generally accepted accounting principles
  • SAGE software or Syspro ERP background is a plus

Benefits:
  • Medical, Dental, Vision Insurance.
  • Life Insurance: Covered by the company 100%.
  • 401k Dollar for Dollar matching up to 3%, eligible to enroll after six months with the company. 100% fully vested.
  • 5 Paid Sick Leave.
  • 7 Paid Holidays.
  • Paid Vacation.
  • Company provides discounts for fitness equipment for our employees.