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Remote Junior Financial Advisor Jobs in Riverside, CA

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 ...

Solid Rock Recruiting LLC

Tax Manager

Irvine, CA · Remote

$119K - $156K/yr

Remote (U.S.-based) Job Type: Full-time About the Firm: Our client is a well-established and ... advisor on tax-related matters. Mentor and develop junior tax staff, providing training and ...

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All JobsFinancial Advisor JobsRemote Junior Financial Advisor JobsRemote Junior Financial Advisor Jobs in Riverside, CA

Remote Junior Financial Advisor information

See Riverside, CA salary details

$33.4K

$68.3K

$103.3K

How much do remote junior financial advisor jobs pay per year?

As of Aug 10, 2026, the average yearly pay for remote 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 remote junior financial advisor do?

A Remote Junior Financial Advisor assists clients with their financial planning needs, such as budgeting, investment strategies, and retirement planning, all while working from a remote location. They typically work under the supervision of senior advisors, helping to prepare financial reports, conduct research, and support client communications. Their role involves understanding clients’ goals, providing recommendations, and learning the basics of financial products and regulations. This entry-level position is ideal for those starting their career in finance and looking to gain experience in a flexible, virtual environment.

What is the difference between Remote Junior Financial Advisor vs Remote Financial Analyst?

AspectRemote Junior Financial AdvisorRemote Financial Analyst
Required CredentialsFINRA Series 7, 66, or 65 licenses often preferred; CFP certification optionalTypically requires a bachelor's degree in finance, accounting, or related field; CFA or CPA may be advantageous
Work EnvironmentClient-facing, providing financial planning and advice remotelyData analysis, financial modeling, and reporting primarily remote
Employer & Industry UsageFinancial advisory firms, banks, wealth management companiesInvestment firms, corporations, financial services companies

While both roles involve finance and often work remotely, a Remote Junior Financial Advisor focuses on client interactions and financial planning, requiring licenses like Series 7 and 66. In contrast, a Remote Financial Analyst emphasizes data analysis, financial modeling, and reporting, often requiring a finance-related degree and certifications like CFA. Understanding these differences helps job seekers align their skills and certifications with the right role.

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

To thrive as a Remote Junior Financial Advisor, you generally need a solid understanding of finance, investment principles, and financial planning, often supported by a relevant degree and entry-level certifications such as Series 7 or Series 66. Familiarity with financial planning software, customer relationship management (CRM) systems, and virtual communication tools is typically required. Strong interpersonal skills, attention to detail, and self-motivation are important soft skills for building client trust and managing tasks independently. These skills and qualities are crucial for delivering effective financial advice, maintaining compliance, and fostering client relationships in a remote environment.

What are some common challenges faced by remote junior financial advisors, and how can they be addressed?

Remote Junior Financial Advisors often face challenges such as building client relationships without in-person meetings, staying updated on financial regulations, and managing their own schedules effectively. To overcome these, advisors should leverage video conferencing tools to foster strong client communication, participate in ongoing virtual training to remain informed about industry changes, and use digital productivity tools to organize their daily tasks. Regular check-ins with senior team members and active participation in virtual team meetings can also help remote advisors feel connected and supported.
What are popular job titles related to Remote Junior Financial Advisor jobs in Riverside, CA? For Remote Junior Financial Advisor jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Remote Junior Financial Advisor jobs in Riverside, CA look for? The top searched job categories for Remote Junior Financial Advisor jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Remote Junior Financial Advisor jobs? Cities near Riverside, CA with the most Remote Junior Financial Advisor job openings:
Remote Junior Financial Advisor jobs near you
Infographic showing various Remote Junior Financial Advisor job openings in Riverside, CA as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $68,266 per year, or $32.8 per hour.

Entry-Level Financial Advisor

The Fortitude Team

Menifee, CA • Remote

$80K/yr

Full-time, Part-time

Posted 11 days ago

Job description

The Fortitude Team is seeking motivated, coachable individuals who are passionate about helping others achieve their financial goals. Whether you’re beginning your career or looking for a new opportunity, we provide the training, mentorship, and support to help you succeed.

As an Entry-Level Financial Advisor, you’ll educate individuals and families on financial strategies, build lasting client relationships, and develop customized solutions based on each client’s unique goals. No prior financial services experience is required, we provide comprehensive training and guidance from experienced mentors.

This is a remote opportunity offering flexible full-time and part-time schedules with significant opportunities for personal and professional growth.

Compensation:

$70,000 - $80,000


Responsibilities:

  • Meet virtually with individuals and families to understand their financial goals.

  • Educate clients on financial planning concepts, retirement strategies, wealth accumulation, and income protection.

  • Conduct financial needs analyses and recommend personalized strategies.

  • Build and maintain long-term client relationships through ongoing service and support.

  • Follow up with prospective clients and schedule virtual appointments.

  • Participate in weekly training, mentorship, and professional development sessions.

  • Complete required licensing and continuing education.

  • Build your business through networking, referrals, and relationship development.

  • Maintain accurate client records while adhering to industry compliance standards.


Qualifications:

  • Strong communication and interpersonal skills.

  • Positive attitude with a willingness to learn.

  • Self-motivated and goal-oriented.

  • Comfortable working independently in a remote environment.

  • Passion for helping others achieve financial success.

  • Professional, ethical, and dependable.

  • Customer service, sales, banking, education, or leadership experience is a plus but not required.

  • High school diploma or equivalent.

  • Must be eligible to obtain the required state insurance and financial services licenses.


About Company

The Fortitude Team is a growing financial platform dedicated to helping individuals and families build a stronger financial future through education and personalized financial strategies. We believe people deserve the knowledge and guidance to make confident financial decisions and pursue their long-term goals.

We’re equally committed to developing our team members by providing training, mentorship, and opportunities for professional growth. Our mission is to make a lasting impact by serving clients with integrity while empowering motivated individuals to build meaningful careers helping others.