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Personal Financial Assistant Jobs in Michigan (NOW HIRING)

The Signal Group LLC

Executive Personal Assistant

Novi, MI · On-site

$80K - $85K/yr

The Executive Personal Assistant to the CEO serves as the primary operational support resource for ... Liaise with financial institutions, accountants, and advisors as needed to facilitate transactions ...

New

The Signal Group LLC

Executive Personal Assistant

Novi, MI · On-site

$80K - $85K/yr

The Executive Personal Assistant to the CEO serves as the primary operational support resource for ... Liaise with financial institutions, accountants, and advisors as needed to facilitate transactions ...

New

Life Time

Assistant Personal Training Lead

Novi, MI

... financial goals and those of the division. Job Duties and Responsibilities * Manages, supports, develops, coaches, and mentors a team of fitness professionals to be successful based on brand and ...

Oxford Bank

Personal Banker

Clarkston, MI

$19.75 - $24/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Focus on customer long-term financial needs * Engage customers in meaningful financial ... Demonstrate genuine care for every team member, taking the initiative to assist others

New

Oxford Bank

Personal Banker

Clarkston, MI · On-site

$19.75 - $24/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Focus on customer long-term financial needs * Engage customers in meaningful financial ... Demonstrate genuine care for every team member, taking the initiative to assist others

New

Oxford Bank

Personal Banker - Bench

Oakland, MI · On-site

$18 - $21.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Focus on customer long-term financial needs * Engage customers in meaningful financial ... Demonstrate genuine care for every team member, taking the initiative to assist others

Oxford Bank

Personal Banker - Bench

Romeo, MI · On-site

$18.50 - $22.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Focus on customer long-term financial needs * Engage customers in meaningful financial ... Demonstrate genuine care for every team member, taking the initiative to assist others

Oxford Bank

Personal Banker - Bench

Oakland, MI

$18 - $21.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Focus on customer long-term financial needs * Engage customers in meaningful financial ... Demonstrate genuine care for every team member, taking the initiative to assist others

Oxford Bank

Personal Banker - Bench

Romeo, MI

$18.50 - $22.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Focus on customer long-term financial needs * Engage customers in meaningful financial ... Demonstrate genuine care for every team member, taking the initiative to assist others

First Merchant's Bank

Financial Advisor

Bloomfield, MI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan. * Collaborate with clients to review personal financial goals and provide consultation on ...

FIRST MERCHANTS

Financial Advisor

Bloomfield Hills, MI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan. * Collaborate with clients to review personal financial goals and provide consultation on ...

Arbor Financial Credit Union

Personal Banker

Caledonia, MI · On-site

$19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial solutions to help members grow their financial wellbeing. You'll support a range of ... Personal Bankers often grow into Assistant Branch Managers and then onward to other leadership ...

Arbor Financial Credit Union

Personal Banker

Caledonia, MI · On-site

$19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial solutions to help members grow their financial wellbeing. You'll support a range of ... Personal Bankers often grow into Assistant Branch Managers and then onward to other leadership ...

Arbor Financial Credit Union

Personal Banker

Caledonia, MI · On-site

$19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial solutions to help members grow their financial wellbeing. You'll support a range of ... Personal Bankers often grow into Assistant Branch Managers and then onward to other leadership ...

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Personal Financial Assistant information

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How much do personal financial assistant jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for personal financial assistant in Michigan is $20.19, according to ZipRecruiter salary data. Most workers in this role earn between $14.47 and $22.64 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 Michigan? For Personal Financial Assistant jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Personal Financial Assistant jobs in Michigan look for? The top searched job categories for Personal Financial Assistant jobs in Michigan are:
What cities in Michigan are hiring for Personal Financial Assistant jobs? Cities in Michigan with the most Personal Financial Assistant job openings:
Personal Financial Assistant jobs near you
Infographic showing various Personal Financial Assistant job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 19% Part Time, 2% Temporary, 5% Contract, and 1% Nights. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $42,003 per year, or $20.2 per hour.

Executive Personal Assistant

The Signal Group LLC

Novi, MI • On-site

$80K - $85K/yr

Full-time

Posted yesterday

New

Job description

Job Summary:

The Executive Personal Assistant to the CEO serves as the primary operational support resource for the CEO's personal and family office priorities. Working from Signal Group's Novi office, this role is the primary point of contact for managing household vendors, personal financial obligations, scheduling, and travel — allowing the CEO to remain focused on business leadership. The ideal candidate brings discretion, exceptional organizational skills, and the ability to independently manage a high volume of details across multiple concurrent personal and household priorities.


Duties and Responsibilities:

  • Manage and process all personal household bills, utilities, and other recurring obligations on behalf of the CEO.
  • Track due dates, account balances, and payment confirmations; maintain an organized payment calendar and audit log.
  • Liaise with financial institutions, accountants, and advisors as needed to facilitate transactions and resolve discrepancies.
  • Prepare and organize financial documents, statements, and correspondence for tax preparation or family office review.
  • Serve as the primary day-to-day liaison to the CEO's family office, coordinating with advisors, attorneys, and accountants.
  • Compile and submit requested documents, reports, and records on behalf of the CEO in a timely and accurate manner.
  • Maintain a secure, well-organized filing system (digital and physical) for all personal legal, financial, and estate documents.
  • Manage relationships with personal service vendors including home maintenance, landscaping, cleaning, and contractors.
  • Source, vet, and onboard new vendors as needed; solicit bids, negotiate service terms, and coordinate scheduling.
  • Manage the CEO's personal calendar, including appointments, family obligations, personal engagements, and recurring commitments.
  • Plan and book travel including flights, hotels, ground transportation, dining reservations, and activities.
  • Maintain an accurate running log of recurring tasks, vendor contacts, account numbers, and personal preferences for seamless continuity.


Required Skills/Abilities/Competencies:

Required

  • 3+ years of experience in an executive assistant, personal assistant, estate manager, or family office support role
  • Demonstrated experience managing personal finances, bill pay, or household accounts on behalf of an executive or high-net-worth individual
  • Exceptional organizational skills and the ability to manage multiple concurrent priorities without direct oversight
  • High degree of discretion and personal integrity; this role involves sensitive financial and personal information
  • Strong written and verbal communication skills; professional and polished in all interactions
  • Proficiency with Microsoft Office Suite (Outlook, Word, Excel); comfort with digital filing, document management, and online banking portals
  • Valid driver's license and reliable transportation

Preferred

  • Experience supporting a family office or working alongside financial advisors and estate attorneys
  • Background in travel planning, vendor coordination, or estate/household management
  • Associate's or Bachelor's degree in Business Administration, Communications, or related field
  • Familiarity with personal financial management tools (e.g., QuickBooks, Mint, or similar)

Certificates and/or Licenses:

  • Must have a valid driver's license and good driving record.

Physical or Other Requirements:

  • Ability to lift up to 40lbs.

Work Environment:

  • On-site at the office location.

Travel Requirements:

  • Local travel for errands only.


The Signal Group is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.