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Assistant Personal Finance information

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$10

$23

$40

How much do assistant personal finance jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for assistant personal finance in the United States is $23.17, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $25.96 per hour, depending on experience, location, and employer.

Is $200,000 enough to work with a Financial Advisor?

For an Assistant Personal Finance role, working with a financial advisor typically involves managing client portfolios and providing financial guidance. The amount of money a client has, such as $200,000, can influence the level of service and planning required, but the role focuses more on supporting financial strategies rather than the client's total assets. Skills in financial planning tools and certifications like CFP can be relevant in this position.

What qualifications do I need to be a finance assistant?

To become a finance assistant, candidates typically need a high school diploma or equivalent, with some roles preferring an associate's degree or coursework in finance, accounting, or business. Strong numerical skills, proficiency with spreadsheet software like Excel, and attention to detail are important, and some employers may require familiarity with financial software or basic accounting principles.

What is the difference between Assistant Personal Finance vs Personal Financial Advisor?

AspectAssistant Personal FinancePersonal Financial Advisor
CredentialsOften no formal certification required; some may have basic finance or administrative trainingTypically requires certifications like CFP or CFA
Work EnvironmentAdministrative support in financial firms, banks, or wealth management companiesClient-facing roles providing personalized financial planning and advice
Employer & Industry UsageUsed by financial institutions to support advisors and managersIndependent or firm-employed professionals offering financial planning services

Assistant Personal Finance roles mainly provide administrative support within financial firms, often without requiring advanced certifications. Personal Financial Advisors directly assist clients with financial planning and typically hold professional certifications. While both work in the finance industry, their responsibilities and qualifications differ significantly.

Is personal finance a good career?

A career in personal finance, such as an assistant personal finance role, offers opportunities in financial advising, budgeting, and investment planning. It requires strong communication skills, financial knowledge, and often certifications like CFP or CFA. The field can be rewarding with growth potential, but it also involves client management and ongoing education.

What does a finance assistant do?

A finance assistant supports financial operations by preparing reports, managing records, processing transactions, and assisting with budgeting and invoicing. They often use accounting software and require strong organizational and numerical skills to ensure accurate financial data management.
What cities are hiring for Assistant Personal Finance jobs? Cities with the most Assistant Personal Finance job openings:
What are the most commonly searched types of Personal Finance jobs? The most popular types of Personal Finance jobs are:
What states have the most Assistant Personal Finance jobs? States with the most job openings for Assistant Personal Finance jobs include:
Assistant Personal Finance jobs near you

Personal Finance Educator

The Fly Initiative

Providence, RI

Full-time

Posted 2 days ago

Job description

 
TITLE:

Personal Finance Educator

DEPARTMENT:

Education

REPORTS TO:

Education and Curriculum Manager

FLSA STATUS:

Exempt

Summary:  The Personal Finance Educator delivers FLY's core financial literacy curriculum to students in schools and community-based settings. This role is central to ensuring young people gain essential knowledge, confidence, and skills to make informed financial decisions. The educator works closely with partners, site staff, and the FLY team to deliver engaging and culturally responsive instruction.Core Values:

All FLY roles are expected to uphold and model our organizational values:

  • Trust – We build trust through consistency, accountability, and
  • Respect – We honor diverse perspectives and treat one another with
  • Authenticity – We bring our whole selves to the work we
  • Inclusivity – We embrace and uplift every voice, experience, and
  • Transparency – We communicate openly and honestly, even when it is
  • Self-Directedness – We lead with initiative and take ownership of our

These values are not just aspirational-they are embedded in how we lead, collaborate, and show upfor our students, partners, and one another every day.

Essential Duties:

Essential job duties for this position include the following items. Other duties must be performed as assigned or required.

Instruction & Curriculum Delivery:
  • Facilitate financial literacy programming aligned to FLY's curriculum
  • Customize lessons to meet student needs while maintaining fidelity to learning objectives
  • Ensure inclusive and interactive classroom environments that support diverse learners
Classroom & Site Engagement:
  • Collaborate with site personnel to support student participation and program logistics
  • Maintain classroom management and instructional pacing aligned to the program schedule
  • Track attendance, participation, and student progress
Data & Reporting:
  • Complete session summaries and student engagement logs
  • Support pre/post assessments and share key learnings with the instructional team
  • Provide feedback for program improvement and curriculum development
Team Collaboration:
  • Attend instructional team meetings and contribute to professional learning sessions
  • Share best practices and participate in ongoing training
Other Duties and Contractual Details:
  • Support outreach activities, special events, or public workshops as needed
  • Participate in curriculum reviews, feedback sessions, or pilot testing of new materials
  • Represent FLY at community events, partner meetings, or professional development sessions
  • Assist in mentoring new educators and onboarding volunteers
  • Contribute to cross-functional projects that support organizational priorities
  • Perform other duties as assigned by the Director of Programming and Operations or Executive Leadership
Supervisory Responsibilities:

The Personal Finance Educator has no supervisory responsibilities

Qualifications:

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily.

Education/Experience:
  • Bachelor's degree in Education, Finance, Youth Development, or a related field
  • 1–3 years of teaching, training, or youth facilitation experience
  • Strong content knowledge in personal finance or willingness to be trained
Language Skills:
  • Effective communication and interpersonal skills with youth and adults
  • Ability to adapt to diverse environments and learning needs
Mathematical Skills:
  • Basic financial literacy and numeracy skills
Reasoning Ability:
  • Ability to adapt curriculum to meet student needs
  • Strong classroom management and problem-solving skills
Computer Skills:
  • Proficiency in Google Workspace or Microsoft Office
Certificates, Licenses, Registrations:
  • None required
Intellectual Demands:
  • Frequent problem solving
  • Strong written and verbal communication
  • High level of organization and interpersonal skills
  • Ability to concentrate and maintain focus
  • Creativity in instructional delivery
  • Flexibility to work with interruptions
Physical Demands:
  • Ability to stand and walk for portions of the day
  • Ability to sit for extended periods
  • Frequent talking and listening
  • Use of hands for handling materials and technology
  • Occasional reaching with arms
  • May occasionally lift up to 10 pounds
Vision Requirements:
  • Close and distance vision
  • Ability to adjust focus
  • Primarily applied to use of computers and instructional materials
Work Environment:
  • Little to no exposure to hazardous environmental conditions
  • Occasional travel required to school and community sites

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