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

Sagient

Financial Advisor

Irvine, CA · Remote

$100K - $300K/yr

As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients ...

Tax Alchemy

Financial Advisor, CFP Professional

Irvine, CA · On-site +1

$85K - $100K/yr

Remote Reporting To: Principal & CEO Compensation: $85,000 - $100,000 / year Description We are seeking an experienced, client-focused Financial Advisor to serve as the lead relationship manager and ...

Tax Alchemy

Client Service Associate

Irvine, CA · On-site +1

$70K - $85K/yr

Remote Reporting To: Financial Advisor Compensation: $70,000 - $85,000 / year Description We are seeking a detail-oriented and technically proficient Client Service Associate to serve as the ...

Synergy Financial

Financial Consultant (Remote)

Irvine, CA · Remote

$75K - $100K/yr

Synergy Financial is a rapidly growing financial services company offering remote work-from-home commission-based positions. We are currently seeking serious, ambitious, and hardworking individuals ...

Synergy Financial

Financial Consultant (Remote)

Corona, CA · Remote

$75K - $100K/yr

Synergy Financial is a rapidly growing financial services company offering remote work-from-home commission-based positions. We are currently seeking serious, ambitious, and hardworking individuals ...

Full Bloom Wealth

Client Service Associate

Irvine, CA · Remote

$70K - $85K/yr

Working in close partnership with the Financial Advisor, this individual will be responsible for preparing, coordinating, and delivering the technical components of the client experience - ensuring ...

DataAnnotation

Senior Financial Analyst

San Bernardino, CA · Remote

$40 - $60/hr

... remote work and the freedom to set your own schedule. This role is designed to fit a variety of ... We are looking for a Finance Expert to help advance AI development in the finance domain. We're ...

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Remote Financial Advisor information

See Riverside, CA salary details

$37.6K

$106.6K

$150.2K

How much do remote financial advisor jobs pay per year?

As of May 29, 2026, the average yearly pay for remote financial advisor in Riverside, CA is $106,553.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,200.00 and $136,700.00 per year, depending on experience, location, and employer.

What Does a Remote Financial Advisor Do?

As a remote financial advisor, your responsibilities revolve around helping people reach their financial goals. You assist clients with investment strategies that minimize risk and promote financial stability, develop and implement plans for managing assets, and provide advice and information to assist your client with decision making. Your duties include helping clients budget, save for college and retirement, and handle challenges like health and long-term care planning, estate management, and taxes. As a remote professional, you work from home, meeting with clients via phone or video conference, and sharing information and advice through email.

What are the key skills and qualifications needed to thrive as a Remote Financial Advisor, and why are they important?

To thrive as a Remote Financial Advisor, you need a solid understanding of financial planning, investment strategies, and relevant regulations, typically supported by a bachelor's degree in finance or a related field and certifications like CFP or Series 7. Proficiency with financial planning software, CRM systems, and secure virtual communication tools is essential. Outstanding interpersonal skills, active listening, and self-motivation help build client trust and manage relationships remotely. These skills and qualities are crucial for delivering effective advice, maintaining compliance, and ensuring client satisfaction in a virtual environment.

How do Remote Financial Advisors typically build and maintain client relationships without in-person meetings?

Remote Financial Advisors rely heavily on digital communication tools such as video calls, secure messaging, and client portals to foster strong relationships with their clients. Consistent follow-ups, personalized financial plans, and timely responses help build trust and rapport. Advisors often schedule regular virtual check-ins and provide educational resources to keep clients engaged and informed. While it can be challenging to establish the same level of personal connection as in face-to-face meetings, leveraging technology and demonstrating proactive support can lead to successful long-term client partnerships.

What is a remote financial advisor?

A remote financial advisor is a professional who provides financial planning, investment advice, and wealth management services to clients via online platforms, phone calls, or video conferencing, rather than meeting in person. This role allows clients to receive expert financial guidance from anywhere, making it convenient and accessible. Remote financial advisors assess clients' financial situations, help set goals, and develop personalized strategies to manage finances, investments, retirement planning, and more.

What is the difference between Remote Financial Advisor vs Remote Financial Planner?

AspectRemote Financial AdvisorRemote Financial Planner
CertificationsCFP, CFA, or similarCFP, CFA, or similar
Work EnvironmentVirtual client meetings, online platformsVirtual client meetings, online platforms
Industry UsageFinancial services, wealth managementFinancial planning, wealth management
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, goal setting

Remote Financial Advisors and Remote Financial Planners often share certifications and work environments, focusing on virtual client interactions. While Advisors typically concentrate on investment strategies and portfolio management, Planners provide broader financial planning services. Both roles are integral to financial services and frequently searched together, but their primary focus distinguishes them within the industry.

More about Remote Financial Advisor jobs
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 Remote Financial Advisor jobs in Riverside, CA? For Remote Financial Advisor jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor jobs in Riverside, CA look for? The top searched job categories for Remote Financial Advisor jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Remote Financial Advisor jobs? Cities near Riverside, CA with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you

Financial Advisor - Training Provided

True Path Financial

Riverside, CA • On-site, Remote

$50K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 2 days ago

Job description

Description
As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of life-from planning for major milestones to preparing for the unexpected. Through personalized strategies, you'll help clients work toward long-term goals such as education funding, healthcare and housing needs, and a confident retirement.
Whether you're launching your career, expanding an existing practice, or transitioning from another profession, you'll benefit from comprehensive training, ongoing development, and access to a wide range of financial solutions designed to support your success.
Build a career that grows with you while making a lasting impact on others. Your opportunity to thrive in financial services starts here.
Competitive Advantages:
  • Comprehensive training programs, dedicated mentorship, and clear pathways for professional growth
  • Be part of a financially stable, respected industry leader built on strong ethical values
  • Innovative tools and resources to expand your reach and strengthen client connections
  • Sophisticated financial planning and analysis technology to support top performance
  • Flexible work structure designed to promote work-life balance
  • Attractive compensation package complemented by comprehensive benefits

True Path Financial is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth.
This position is not fully remote.
  • Job Types: Full-time, Contract
  • Pay: $50,000 - $150,000 per year
  • Compensation Package: Commission pay
  • Ability to Commute: Riverside, CA
  • Ability to Relocate: Riverside, CA: Relocate before starting work
  • Work Location: Hybrid remote in Riverside, CA

Benefits:
  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance

Responsibilities
• Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.
• Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies.
• Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
• Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded.
• Actively prospect and generate new business opportunities through networking, referrals, and community involvement.
Qualifications
Desired Skills & Qualifications:
• Bachelor's Degree or equivalent in work experience.
• Excellent communication and relationship-building skills.
• Integrity and Strong Work Ethic.
• Business-minded Spirit.
• Confidence and Resilience.

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