ZipRecruiter

Log In

1

Personal Financial Assistant Jobs in Arizona (NOW HIRING)

BLUEPRINT SERVICES LLC

Personal CFO

Scottsdale, AZ · On-site

The Personal CFO will be the principals' primary financial resource, responsible for managing and ... Monitor investment performance, distributions, capital calls, and compliance requirements * Assist ...

Pinnacle Fertility

Financial Counselor

Scottsdale, AZ · On-site

$19 - $23/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Maintain patient accounts by updating personal, financial, and insurance details. * Verify ... updates. * Assist with additional administrative tasks and projects as assigned. Position ...

Achieve

Personal Loan Underwriter

Tempe, AZ · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Company Description Achieve is a leading digital personal finance company. We help everyday people ... Underwrite a high volume of unsecured consumer loan applications - manual risk assessment * Assist ...

Achieve

Personal Loan Underwriter

Tempe, AZ · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Company Description Achieve is a leading digital personal finance company. We help everyday people ... Underwrite a high volume of unsecured consumer loan applications - manual risk assessment * Assist ...

Achieve

Personal Loan Underwriter

Tempe, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Company Description Achieve is a leading digital personal finance company. We help everyday people ... Underwrite a high volume of unsecured consumer loan applications - manual risk assessment * Assist ...

Gen4 Dental

Dental Assistant

Tempe, AZ

$17.50 - $22.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Learn more about us at: www.ridgeviewfamilydentistry.com Dental Assistants are an integral member ... Free 24/7 support for personal, financial & legal issues CE & Growth: SPEAR access + continuing ...

Crunch Fitness

Assistant Personal Training Manager

Phoenix, AZ · On-site

$70K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Assistant Personal Training Manager- for our upcoming Phoenix Market Here We GROW Again! Are you a ... control of your financial success , apply TODAY! About CR Fitness CR Fitness is a leading ...

WaFd Bank

Personal Banker

Goodyear, AZ · On-site

$19.50 - $23.75/hr

  • Medical

  • Life

  • Retirement

  • PTO

We are seeking motivated individuals to assist clients with both personal and business banking solutions that improve their financial health and help them reach their goals. We seek creative ...

WaFd Bank

Personal Banker

Goodyear, AZ

$19.71 - $26.68/hr

  • Medical

  • Life

  • Retirement

  • PTO

We are seeking motivated individuals to assist clients with both personal and business banking solutions that improve their financial health and help them reach their goals. We seek creative ...

WaFd Bank

Personal Banker

Tucson, AZ

$19.71 - $26.68/hr

  • Medical

  • Life

  • Retirement

  • PTO

We are seeking motivated individuals to assist clients with both personal and business banking solutions that improve their financial health and help them reach their goals. We seek creative ...

WaFd Bank

Personal Banker

Phoenix, AZ · On-site

$20.19 - $28.03/hr

  • Medical

  • Life

  • Retirement

  • PTO

We are seeking motivated individuals to assist clients with both personal and business banking solutions that improve their financial health and help them reach their goals. We seek creative ...

WaFd Bank

Personal Banker

Gilbert, AZ · On-site

$19.71 - $26.68/hr

  • Medical

  • Life

  • Retirement

  • PTO

We are seeking motivated individuals to assist clients with both personal and business banking solutions that improve their financial health and help them reach their goals. We seek creative ...

next page

Showing results 1-20

All JobsPersonal Financial JobsPersonal Financial Assistant JobsPersonal Financial Assistant Jobs in Arizona

Personal Financial Assistant information

See Arizona salary details

$9

$21

$38

How much do personal financial assistant jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for personal financial assistant in Arizona is $21.59, according to ZipRecruiter salary data. Most workers in this role earn between $15.48 and $24.18 per hour, depending on experience, location, and employer.

What qualifications do you need to be a personal financial assistant?

A personal financial assistant typically needs a bachelor's degree in finance, accounting, or a related field. Strong analytical skills, proficiency with financial software, and excellent communication abilities are also important. Certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance job prospects.

What is a personal financial assistant?

Personal financial assistants are professionals who help individuals manage their finances, including budgeting, bill payments, tax preparation, and tracking expenses. They may also assist with organizing financial documents, monitoring accounts, and providing reminders for important financial deadlines. Their goal is to help clients gain better control over their day-to-day finances and achieve their financial goals more efficiently. Personal financial assistants can work independently, for financial planning firms, or as part of a larger team supporting high-net-worth individuals.

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

To thrive as a Personal Financial Assistant, you need a solid understanding of financial management, budgeting, and accounting principles, often supported by a degree in finance or a related field. Familiarity with financial planning software, spreadsheet tools like Excel, and bookkeeping systems is typically required. Strong organizational skills, discretion, and effective communication help foster trust and ensure clear client interactions. These skills and qualities are crucial for managing sensitive financial data accurately and providing reliable support to clients.

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

AspectPersonal Financial AssistantFinancial Advisor
CredentialsTypically requires certifications like CFP or CPA, but not always mandatoryOften requires CFP, CFA, or other financial planning certifications
Work EnvironmentSupports individual clients with daily financial tasks, often in office or remote settingsProvides comprehensive financial planning and investment advice, usually in office settings
Employer & Industry UsageCommonly employed by financial firms, banks, or as independent assistantsEmployed by financial planning firms, banks, or as independent advisors
Search & Comparison IntentPeople compare to understand support roles in personal financePeople compare to find comprehensive financial planning services

The main difference is that a Personal Financial Assistant primarily supports clients with day-to-day financial tasks and administrative support, while a Financial Advisor offers strategic financial planning and investment advice. Both roles may require similar certifications, but their scope and client interaction differ significantly.

What are some common challenges personal financial assistants face when managing multiple clients' finances?

Personal Financial Assistants often juggle the financial needs and schedules of several clients at once, which can present challenges in maintaining organization and ensuring confidentiality. Managing diverse financial portfolios requires attention to detail and the ability to quickly adapt to different clients' unique goals and preferences. Building trust is essential, as clients rely on you for sensitive information and personalized advice. Staying up-to-date with financial regulations and tools is also important to provide effective and compliant support.
What are popular job titles related to Personal Financial Assistant jobs in Arizona? For Personal Financial Assistant jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Personal Financial Assistant jobs in Arizona look for? The top searched job categories for Personal Financial Assistant jobs in Arizona are:
What cities in Arizona are hiring for Personal Financial Assistant jobs? Cities in Arizona with the most Personal Financial Assistant job openings:
Personal Financial Assistant jobs near you
Infographic showing various Personal Financial Assistant job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 19% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $44,908 per year, or $21.6 per hour.

Personal CFO

BLUEPRINT SERVICES LLC

Scottsdale, AZ • On-site

Full-time

Posted 21 days ago

Job description

Position Overview

We are seeking a highly experienced and versatile finance professional to serve as Personal CFO / Director of Finance for three real estate principals. This is a senior, hands-on role that sits at the intersection of personal wealth management, real estate investment, and operating company finance.


The Personal CFO will be the principals’ primary financial resource, responsible for managing and coordinating all financial matters across their personal balance sheets, real estate portfolios, and affiliated business ventures.


In addition, the role will provide accounting and financial reporting support to Soltrust Advisors, the external manager of Soltrust Residential REIT, though it will not be responsible for property-level reporting for Soltrust Residential REIT’s owned portfolio.


The CFO-level responsibilities for Soltrust Residential REIT itself - including oversight of the REIT’s books and financial reporting, its owned buildings, investor reporting, audit coordination, and broader fund-level leadership - may be folded into the role over time if the individual proves to be the right long-term fit and the organization is ready for that transition.


Reporting Structure

The Personal CFO reports directly to the three principals and works in close coordination with their outside advisors, including tax preparers, attorneys, lenders, insurance brokers, and third-party property managers. The existing Investment Controller would be a direct report to this position.


Key Responsibilities Personal Financial Management
  • Prepare and maintain personal financial statements for each principal, including balance sheets, income statements, and net worth summaries
  • Coordinate and manage each principal’s overall balance sheet, tracking assets,

liabilities, and equity across all holdings

  • Liaise with outside tax preparers to ensure timely preparation and filing of all required federal, state, and local tax returns
  • Manage cash flow planning and liquidity across personal and investment accounts, including daily treasury management
  • Coordinate with attorneys, bankers, insurance brokers, and other outside professionals on financial matters
Page Break


Real Estate Portfolio – Principals’ Owned Properties
  • Gather, record, and consolidate property-level income and expense data from third-party

property managers across the principals’ portfolio

  • Maintain accurate books and records for all principal-owned properties
  • Analyze rental property cash flows and work with third-party property managers to optimize leasing, occupancy, and revenue performance
  • Prepare and present periodic financial reports on portfolio performance, including variance analysis and key operating metrics
  • Provide ongoing property-level accounting and financial reporting for properties owned directly by the principals
  • Liaise with outside tax preparers to ensure timely preparation and filing of all required federal, state, and local tax returns and distribution of K-1’s
Development Projects & Capital Transactions
  • Build and maintain financial models for development opportunities, including pro formas, return analyses, and scenario modeling
  • Prepare loan packages, draw requests, and supporting financial documentation for construction and permanent financing from third-party lenders
  • Manage the financial oversight of properties under construction, including budgeting, cost tracking, forecasting, and reporting against construction budgets
  • Monitor development timelines and flag financial risks or cost variances to the principals
Investment Management
  • Track and report on the principals’ active and passive investment portfolios, including

real estate partnerships, private equity, and other alternative investments

  • Monitor investment performance, distributions, capital calls, and compliance requirements
  • Assist in underwriting and evaluating new investment opportunities as directed by the principals
Soltrust Advisors – External Manager Support
  • Provide day-to-day accounting, bookkeeping, and financial reporting for Soltrust Advisors, the management company for Soltrust Residential REIT
  • Support Soltrust Advisors management-company reporting, including management fee calculations, operating budgets, internal reporting, and advisor-level financial controls
  • Coordinate with the Soltrust Residential REIT’s auditors, legal counsel, and other service providers only as needed for Soltrust Advisors’ management-company responsibilities
Other Business Ventures
  • Support accounting, bookkeeping, and financial reporting for the principals’ affiliated

business entities and ventures

  • Maintain organized financial records and entity-level books across multiple LLCs, partnerships, or other structures
  • Assist in structuring and tracking intercompany transactions, loans, and distributions
Page Break


Qualifications & Experience Required
  • Bachelor’s degree in Accounting, Finance, or a related field; CPA strongly preferred
  • Minimum 8–10 years of progressive experience in real estate finance, personal financial management, family office, or a combination thereof
  • Demonstrated experience with real estate investment accounting, including rental properties, development projects, and multi-entity structures
  • Strong financial modeling skills, including development pro formas and cash flow analysis
  • Experience coordinating with third-party property managers, lenders, tax advisors, and legal counsel
  • Proficiency with real estate accounting software (e.g., Yardi, AppFolio, or equivalent) and general ledger platforms (QuickBooks, Sage, or similar)
  • Advanced Microsoft Excel skills
Preferred
  • Prior experience in a family office, high-net-worth individual advisory, or multi-principal environment
  • Familiarity with REIT structures, fund-level accounting, or investment manager operations
  • Experience supporting construction financing, including draw management and lender reporting
  • Working knowledge of trust, partnership, and LLC accounting


Key Competencies
  • High degree of discretion and professionalism in handling confidential personal and financial information
  • Strong organizational skills and ability to manage multiple priorities across diverse entities and asset classes
  • Excellent written and verbal communication skills; ability to present complex financial information clearly to non-financial audiences
  • Self-starter with the ability to operate independently and proactively identify issues
  • Collaborative working style with the ability to build effective relationships with the principals and outside advisors
  • Detail-oriented with a strong commitment to accuracy and timeliness


Compensation & Structure

This is a full-time, direct-hire position. Compensation will be commensurate with experience and will include a competitive base salary, performance bonus opportunity, and benefits package.

Specific terms will be discussed with qualified candidates.