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

Sagient

Financial Advisor

Irvine, CA · Remote

$100K - $300K/yr

As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains. If you're driven by a ...

InsuraTec

Sales Representative (Remote)

Eastvale, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Beaumont, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Menifee, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Orange, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Upland, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

La Verne, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Rialto, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Ontario, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Yucaipa, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Fontana, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

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Showing results 41-60

All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Riverside, CA

Remote Financial Planner information

See Riverside, CA salary details

$52.7K

$100.9K

$145.5K

How much do remote financial planner jobs pay per year?

As of Aug 17, 2026, the average yearly pay for remote financial planner in Riverside, CA is $100,864.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,300.00 and $106,400.00 per year, depending on experience, location, and employer.

What is a remote financial planner?

A remote financial planner is a professional who helps individuals or businesses manage their finances, investments, and long-term financial goals, but does so primarily through virtual channels such as phone calls, video conferencing, and online platforms. They provide services including budgeting advice, retirement planning, tax strategies, and investment recommendations, all without the need to meet clients in person. This remote setup offers flexibility for both the planner and client, often allowing for a broader client base and more convenient scheduling.

How do remote financial planners typically collaborate with clients and colleagues while working offsite?

Remote Financial Planners rely heavily on digital platforms to maintain strong client relationships and collaborate with team members. Video conferencing, secure messaging, and cloud-based financial planning tools are commonly used to conduct meetings, share documents, and track progress on client accounts. Effective communication skills and comfort with technology are essential, as much of the role involves proactive outreach, virtual presentations, and joint planning sessions with colleagues in compliance, investment, or tax advisory. While the work is flexible, staying organized and responsive helps ensure high client satisfaction and smooth teamwork.

What are the key skills and qualifications needed to thrive as a remote financial planner, and why are they important?

To thrive as a Remote Financial Planner, you need strong analytical skills, comprehensive knowledge of financial planning, and certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, CRM systems, and secure communication tools is typically required. Exceptional interpersonal skills, self-motivation, and clear virtual communication help build trust and maintain client relationships remotely. These abilities are essential for delivering effective, compliant financial advice and fostering long-term client satisfaction from a distance.

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

AspectRemote Financial PlannerRemote Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependently or with firms, client meetings onlineIndependently or with firms, client meetings online
Industry UsageFinancial planning, wealth managementFinancial planning, wealth management
Primary FocusCreating comprehensive financial plansProviding personalized financial advice

Remote Financial Planners and Remote Financial Advisors often share certifications and work environments. The main difference is that financial planners develop comprehensive plans, while financial advisors focus on personalized advice. Both roles serve similar client needs in the financial industry, often overlapping in duties and qualifications.

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

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

What are popular job titles related to Remote Financial Planner jobs in Riverside, CA?

For Remote Financial Planner jobs in Riverside, CA, the most frequently searched job titles are:

What job categories do people searching Remote Financial Planner jobs in Riverside, CA look for?

The top searched job categories for Remote Financial Planner jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Remote Financial Planner jobs?

Cities near Riverside, CA with the most Remote Financial Planner job openings:

Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Riverside, CA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $100,864 per year, or $48.5 per hour.

Financial Advisor

Sagient

Irvine, CA • Remote

$100K - $300K/yr

Full-time

Re-posted 23 days ago

Job description

Are you passionate about building enduring client relationships and providing comprehensive financial guidance?

Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains. If you're driven by a commitment to delivering personalized solutions and thrive in a collaborative environment, we invite you to apply and contribute as we empower clients to achieve their financial goals.

Our Mission:   At Sagient, we believe in the power of enduring relationships and the transformative impact of holistic financial guidance. We're on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team. Join us in our commitment to fostering lasting partnerships and helping clients achieve their long-term goals by shaping tomorrow’s wealth with wisdom and innovation.

Career Description:  Join our expanding team in Southern California and Hawaii. 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' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management.   

What We Offer:  

  • Performance-based compensation, unlimited earning potential  

  • Residual income  

  • Subsidized health benefits  

  • Customized personal business planning  

  • Full marketing, prospecting, and technical support

  • Robust technology platform, including customizable CRM software  

  • Customized training and mentorship program with established advisors and leadership

  • Ongoing resources and support, with autonomy to run your own practice  

  • Opportunity to qualify for trips to world class destinations  

  • In-house resources, including New Business Support, CPA’s, estate planning attorneys, directors of practice development, and subject-based experts   

  • Transitional income possible for qualified candidates

Responsibilities: 

  • Work closely with clients to identify and achieve their financial goals through personalized investment strategies.  

  • Offer a comprehensive suite of financial products and services, ensuring alignment with clients' long-term objectives.   

  • Cultivate lasting client relationships built on genuine interest, empathy, and solutions.  

  • Prepare and verify financial plans for accuracy, ensuring alignment with clients' long-term objectives. 

 Key Traits We Value:  

  • Entrepreneurial Spirit: Embrace risk and reward, crafting tailored success plans.  

  • Client-centric: Our clients are our priority; comprehensive advice and planning are fundamental.  

  • Relationship-Driven: Develop lasting bonds built on genuine interest, empathy, and solutions.  

  • Lifelong Learners: Curiosity drives growth; there's always more to discover in this evolving field.  

Qualifications:  

  • Bachelor's degree

  • Excellent interpersonal skills  

  • Securities Licenses (Preferred)

  • Life, Health & Accident Insurance License (Preferred)


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