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Stifel Financial Advisor Associate Jobs in Riverside, CA

Empower

Retirement Plan Advisor- Orange County

Orange, CA · On-site

$79K - $112K/yr

Our vision for the future is based on the idea that transforming financial lives starts by giving ... our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Direct Counsel

Bankruptcy Associate Attorney

Irvine, CA · On-site

$250K - $325K/yr

Bankruptcy Associate Attorney Location: Los Angeles, Irvine or San Francisco, CA Practice Area ... and financial advisors involved in restructuring and receivership matters. Qualifications * 3-5 ...

Direct Counsel

Bankruptcy Associate Attorney

Irvine, CA · On-site

$250K - $325K/yr

Bankruptcy Associate Attorney Location: Los Angeles, Irvine or San Francisco, CA Practice Area ... and financial advisors involved in restructuring and receivership matters. Qualifications * 3-5 ...

Direct Counsel

Bankruptcy Associate Attorney

Irvine, CA · On-site

$250K - $325K/yr

Bankruptcy Associate Attorney Location: Los Angeles, Irvine or San Francisco, CA Practice Area ... and financial advisors involved in restructuring and receivership matters. Qualifications * 3-5 ...

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Showing results 21-40

All JobsStifel Financial Advisor Associate JobsStifel Financial Advisor Associate Jobs in Riverside, CA

Stifel Financial Advisor Associate information

See Riverside, CA salary details

$40.2K

$70.1K

$117.4K

How much do stifel financial advisor associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for stifel financial advisor associate in Riverside, CA is $70,063.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,700.00 and $86,100.00 per year, depending on experience, location, and employer.

What is the difference between Stifel Financial Advisor Associate vs Financial Advisor?

AspectStifel Financial Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66/63, and other licenses; relevant educationSeries 7, 66/63, and often CFP or other certifications
Work EnvironmentSupportive team within a brokerage firm, client-facingClient-focused, providing personalized financial planning and investment advice
Employer & Industry UsageUsed within brokerage firms like Stifel, financial services industryUsed across banks, independent firms, and wealth management companies

The Stifel Financial Advisor Associate typically supports senior advisors, gaining experience and licensing credentials, while a Financial Advisor directly manages client portfolios and provides comprehensive financial planning. Both roles require similar licenses and work in client-facing environments, but their responsibilities and career progression differ.

What are the key skills and qualifications needed to thrive as a Stifel Financial Advisor Associate?

To thrive as a Stifel Financial Advisor Associate, you need a solid understanding of financial markets, investment products, and client relationship management, often supported by a bachelor's degree in finance or a related field and Series 7 and 66 licenses. Familiarity with financial planning software, CRM systems, portfolio analysis tools, and compliance platforms is typically required. Strong interpersonal skills, attention to detail, and effective communication help build trust with clients and support team collaboration. These skills and qualifications are essential for providing sound financial advice, achieving business development goals, and ensuring regulatory compliance.

What is a Stifel Financial Advisor Associate?

Stifel Financial Advisor Associates are entry-level professionals who support senior financial advisors in delivering investment and wealth management services to clients. They assist with client account management, research investment opportunities, prepare financial plans, and help ensure clients' needs are met. The role is often a stepping stone to becoming a full-fledged financial advisor, offering hands-on experience and training in the financial services industry. Associates at Stifel benefit from the firm's comprehensive development programs and have opportunities for career advancement within the company.

What are some common challenges faced by Stifel Financial Advisor Associates during their first year, and how can they overcome them?

Stifel Financial Advisor Associates often face the challenge of building a client base and establishing trust with new clients during their first year. Navigating compliance requirements and staying updated on financial regulations can also be demanding. Proactively seeking mentorship from experienced advisors, participating in Stifel’s training programs, and leveraging available resources can help overcome these hurdles. Collaborating closely with team members and maintaining strong communication with clients are key strategies for success in this role.
What are popular job titles related to Stifel Financial Advisor Associate jobs in Riverside, CA? For Stifel Financial Advisor Associate jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Stifel Financial Advisor Associate jobs in Riverside, CA look for? The top searched job categories for Stifel Financial Advisor Associate jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Stifel Financial Advisor Associate jobs? Cities near Riverside, CA with the most Stifel Financial Advisor Associate job openings:
Stifel Financial Advisor Associate jobs near you
Infographic showing various Stifel Financial Advisor Associate job openings in Riverside, CA as of July 2026, with employment types broken down into 91% Full Time, and 9% Part Time. Highlights an 91% In-person, and 9% Remote job distribution, with an average salary of $70,063 per year, or $33.7 per hour.

Financial Aid Advisor

West Coast University, Inc.

Ontario, CA • On-site

$28.53 - $38.51/hr

Full-time

Re-posted 12 days ago

West Coast University rating

6.5

Company rating: 6.5 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

511th of 617 rated colleges and universities

Job description

Choose To Make A Difference
Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. In addition, you will put your technical financial aid skills to work ensuring proper eligibility and processing in accordance with federal, state, and institutional rules and regulations. What better way to be a part of a student's educational journey! We are over 110 years in education, still growing, and a recognized "Great Place to Work". Come work and grow with us!
You will make an impact by:
  • Meeting with students and prospective students to provide information regarding costs of attendance, available financial aid options, and student loan counseling.
  • Reviewing documentation, forms and other information provided by students to ensure accuracy and completeness, update electronic student file appropriately based on information received, and scan documents into Image Now.
  • Reviewing student records to ensure any discrepant or conflicting information is appropriately resolved, and documents same.
  • Reviewing ISIR data to ensure c-codes are appropriately resolved and required verification items are requested, and document actions or resolutions are fully in the student electronic file.
  • Assisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling.
  • Providing in-person student loan counseling for those who are unable to complete online counseling.

Your Experience Includes:
  • Minimum of 1 year's experience as a customer service provider in a professional environment.
  • Ability to demonstrate the highest levels of integrity and professional ethics in all aspects of the job function.
  • Ability to demonstrate excellent communication skills through active listening and delivery of information clearly and effectively.
  • Ability to demonstrate excellent customer service skills, with a professional, helpful, and positive demeanor.

Education:
  • Bachelor's Degree from an accredited College or University preferred.

Licenses/Certifications:
  • May not be in default on a federal student loan or owe repayment on a federal grant.

CA Salary Range
USD $28.53 - USD $38.51 /Hr.
Bonus Eligible
No
WCU Company Overview
Do you want a career that allows you to make a difference in other people's lives? Discover what it means to truly believe in the work that you do at West Coast University.
At West Coast University, we have the privilege of educating students seeking careers in healthcare and guide them through their transformational journey from student to caregiver. Our associates are united behind that purpose and share a deep commitment to our values of teamwork, collegiality, transparency, and a student-centric approach to all we do. This focus creates an aligned, nimble, and consensus-driven culture that is solution-oriented and supports our associates' professional growth.
WCU EEO Statement
West Coast University is proud to be an equal opportunity employer. We embrace diversity and are dedicated to creating an inclusive environment for all associates.

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