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Personal Financial Assistant Jobs in California (NOW HIRING)

UFW Foundation

Finance Assistant

Bakersfield, CA · On-site

$19 - $21/hr

ESSENTIAL FUNCTIONS: (This is not an exhaustive list) * Assist Chief Financial Officer with ... The embodiment of a personal spirit that promotes confidence, courage and risk-taking.

UFW Foundation

Finance Assistant

Riverside, CA · On-site

$19 - $21/hr

ESSENTIAL FUNCTIONS: (This is not an exhaustive list) * Assist Chief Financial Officer with ... The embodiment of a personal spirit that promotes confidence, courage and risk-taking.

UFW Foundation

Finance Assistant

Fresno, CA · On-site

$19 - $21/hr

ESSENTIAL FUNCTIONS: (This is not an exhaustive list) * Assist Chief Financial Officer with ... The embodiment of a personal spirit that promotes confidence, courage and risk-taking.

UFW Foundation

Finance Assistant

Ventura, CA · On-site

$19 - $21/hr

ESSENTIAL FUNCTIONS: (This is not an exhaustive list) * Assist Chief Financial Officer with ... The embodiment of a personal spirit that promotes confidence, courage and risk-taking.

UFW Foundation

Finance Assistant

Salinas, CA · On-site

$19 - $21/hr

ESSENTIAL FUNCTIONS: (This is not an exhaustive list) * Assist Chief Financial Officer with ... The embodiment of a personal spirit that promotes confidence, courage and risk-taking.

UFW Foundation

Finance Assistant

Los Angeles, CA · On-site

$19 - $21/hr

ESSENTIAL FUNCTIONS: (This is not an exhaustive list) * Assist Chief Financial Officer with ... The embodiment of a personal spirit that promotes confidence, courage and risk-taking.

UFW Foundation

Finance Assistant

Oxnard, CA · On-site

$19 - $21/hr

ESSENTIAL FUNCTIONS: (This is not an exhaustive list) * Assist Chief Financial Officer with ... The embodiment of a personal spirit that promotes confidence, courage and risk-taking.

Valley Teen Ranch

Finance Assistant 2

Fresno, CA · On-site

$20 - $22/hr

Job Summary Financial Assistant 2 supports the Finance Department by performing a variety of ... Personal Growth and Professional Development * Devote regular time to personal study and ...

FRANK MOTORS INC

FINANCE ASSISTANT

National City, CA

$16/hr

Package car deals, make appropriate copies of doucments and send correct financial institution ... Professional personal appearance. * Strong organizational and interpersonal skills; and ability to ...

Miamioh

Assistant Professor - Finance

Benicia, CA

... a new Financial Planning and Wealth Management minor, as well as to provide service to the ... of personal responsibility. For more information on Miami University's mission and core values ...

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Personal Financial Assistant information

See California salary details

$9

$22

$40

How much do personal financial assistant jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for personal financial assistant in California is $22.87, according to ZipRecruiter salary data. Most workers in this role earn between $16.35 and $25.62 per hour, depending on experience, location, and employer.

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 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 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 qualifications do you need to be a personal financial assistant?

To become a personal financial assistant, candidates typically need 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 like the CFP or CPA can enhance job prospects.

What are the most commonly searched types of Personal Financial jobs in California?

The most popular types of Personal Financial jobs in California are:

What are popular job titles related to Personal Financial Assistant jobs in California?

For Personal Financial Assistant jobs in California, the most frequently searched job titles are:

What job categories do people searching Personal Financial Assistant jobs in California look for?

The top searched job categories for Personal Financial Assistant jobs in California are:

What cities in California are hiring for Personal Financial Assistant jobs?

Cities in California with the most Personal Financial Assistant job openings:

Personal Financial Assistant jobs near you
Infographic showing various Personal Financial Assistant job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $47,560 per year, or $22.9 per hour.

Financial Assistant

University of California, Santa Barbara

Santa Barbara, CA • On-site

$32.91 - $35.26/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

University Of California Santa Barbara rating

7.9

Company rating: 7.9 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

209th of 622 rated colleges and universities

Job description

Financial Assistant
Department: DBFP (DFSS BUSINESS AND FINANCIAL PLANNING)
University of California, Santa Barbara


Summary of Job Details: 

Under the general supervision of the Assistant Director of Financial Services, independently responsible for the processing, payment, and reconciliation of all accounts payable, accounts receivable, FlexCard, and deposit transactions for DFSS departments (Facilities Management, Design & Construction Services, Environmental Health & Safety, Associate Vice Chancellor, and Business & Financial Planning).
Required Qualifications:

• Strong oral and written communication skills.

• Strong organizational skills.

• Strong interpersonal skills for interacting with accountants and vendors.

• Proven ability to work effectively in a team environment.

• Strong analytical and problem-solving skills.

• Ability to multi-task in a high-volume environment.

• Solid knowledge of University financial policies and procedures, including but not limited to travel, entertainment, misc. reimbursement, and purchasing.

• Must have good attention to detail.

• Knowledge of basic accounting principles

• Proficient in MS Office programs. (High proficiency)
 
Preferred Qualifications:

• Preferred Associate's Degree or Bachelor's Degree.

• 1-3 years Experience in accounts payable, reconciliation and accounting processes. Preferred.


Special Conditions of Employment:

• Direct access to, or responsibility for, cash and cash equivalents or University property disbursements or receipts

• Direct access to, or responsibility for, controlled substances or hazardous materials

• Direct access to, and/or responsibility for, protected, personal, or other sensitive data

• CANRA (U13): Mandated Child Abuse Reporter

• Satisfactory criminal history background check

• UCSB is a Tobacco-Free environment


Hiring/Budgeted Salary or Hourly Range: $32.91 to $35.26/hour.
Salary or Hourly Range: The budgeted salary range that the University reasonably expects to pay for this position is $32.91 to $35.26/hour.
Full Salary Range: $29.35 to $42.06/hour.

Working Days and Hours: M-F, 8am-5pm

Benefits Eligibility: Full Benefits 


The University of California is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. 


Open Until Filled. 

Apply online at https://jobs.ucsb.edu

Job # 87654

Company Description

UC Santa Barbara is the largest employer in Santa Barbara County. We’ve also been voted its best place to work. Our inspirational environment — from our oceanside location to our vibrant campus culture — plays no small role in that. What role will you play? Peruse our current job openings!

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