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Personal Financial Assistant Jobs in Michigan (NOW HIRING)

Arbor Financial Credit Union

Personal Banker

Hudsonville, 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

Lawrence, MI · On-site

$19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... and Assistant Branch Manager promotions possible. With advancement opportunities and access to ... Build strong relationships with members to understand their financial needs and recommend ...

Arbor Financial Credit Union

Personal Banker

Three Rivers, MI · On-site

$19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... and Assistant Branch Manager promotions possible. With advancement opportunities and access to ... Build strong relationships with members to understand their financial needs and recommend ...

New

Arbor Financial Credit Union

Personal Banker

Hudsonville, 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

Lawrence, MI · On-site

$19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... and Assistant Branch Manager promotions possible. With advancement opportunities and access to ... Build strong relationships with members to understand their financial needs and recommend ...

Arbor Financial Credit Union

Personal Banker

Three Rivers, MI · On-site

$19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... and Assistant Branch Manager promotions possible. With advancement opportunities and access to ... Build strong relationships with members to understand their financial needs and recommend ...

New

Arbor Financial Credit Union

Personal Banker

Portage, MI · On-site

$19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... and Assistant Branch Manager promotions possible. With advancement opportunities and access to ... Build strong relationships with members to understand their financial needs and recommend ...

Arbor Financial Credit Union

Personal Banker

Portage, MI · On-site

$19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... and Assistant Branch Manager promotions possible. With advancement opportunities and access to ... Build strong relationships with members to understand their financial needs and recommend ...

Arbor Financial Credit Union

Personal Banker

Lawrence, MI · On-site

$19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... and Assistant Branch Manager promotions possible. With advancement opportunities and access to ... Build strong relationships with members to understand their financial needs and recommend ...

Arbor Financial Credit Union

Personal Banker

Hudsonville, 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

Portage, MI · On-site

$19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... and Assistant Branch Manager promotions possible. With advancement opportunities and access to ... Build strong relationships with members to understand their financial needs and recommend ...

KeyBank

Personal Banker

Saline, MI · On-site

$17.25 - $21.25/hr

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling ...

Keybank

Personal Banker

Saline, MI · On-site

$20.67 - $31.25/hr

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling ...

KeyBank

Personal Banker

Bloomfield, MI · On-site

$18.75 - $22.75/hr

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling ...

Keybank

Personal Banker

West Bloomfield, MI · On-site

$20.67 - $31.25/hr

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling ...

American 1 Credit Union

Personal Banker

Battle Creek, MI · On-site

$21.13/hr

  • Medical

  • Dental

  • Vision

... assist the member with reaching financial wellness. The Personal Banker works collaboratively with their branch team to assure that the member experience is superior, and goals are achieved.

Huron Community Bank

Personal Banker

Tawas City, MI

$17.25 - $21/hr

... accurately processing financial transactions and supporting daily branch operations ... Provide excellent customer service and resolve customer inquiries professionally * Assist with ...

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All JobsPersonal Financial JobsPersonal Financial Assistant JobsPersonal Financial Assistant Jobs in Michigan

Personal Financial Assistant information

See Michigan salary details

$8

$20

$35

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.

Personal Banker

Arbor Financial Credit Union

Hudsonville, MI • On-site

$19/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

Description

Personal Banker Benefit Highlights

  • Paid vacation, personal, sick, holiday, volunteer & birthday time off
  • Top-notch health insurance, vision, and dental
  • HSA, Flexible spending plans, life insurance, short-term/long-term disability coverage
  • 401(k) with 6% match and 4% profit-sharing contribution
  • Incentive bonus based on performance of the organization

Starting Wage: $19.00/Hour, based on experience


Location: Hudsonville, MI


About The Role

As a Personal Banker, you'll serve as a trusted advisor, delivering friendly, expert service and tailored financial solutions to help members grow their financial wellbeing. You'll support a range of member banking needs-including account management, loans, and digital banking-in a collaborative, professional setting. Your efforts in community outreach will strengthen Arbor's presence and drive organizational growth.


Where You're Headed

Start your journey at Arbor as a Personal Banker and grow right where you are - Personal Banker II growth track promotions possible (with a pay increase). Personal Bankers often grow into Assistant Branch Managers and then onward to other leadership roles. The experience you'll gain also transfers well to roles in our lending or back-office teams.


What You'll Do

  • Build strong relationships with members to understand their financial needs and recommend appropriate products/services.
  • Open and maintain various account types and assist members with transactions, loan applications, and account inquiries, debit card replacements, online banking, and direct deposit letters
  • Engage in proactive outreach to strengthen Arbor's community presence and support organizational growth.
  • Educate and support members in using digital banking tools and services.
  • Resolve account issues and debit card disputes efficiently.
  • Support branch operations through clerical tasks, balancing duties, and audit participation.

Is This You?

  • High School Diploma or equivalent
  • 1 - 2 years' experience in banking/financial services
  • Strong communication/interpersonal, attention to detail, organizational, and problem-solving skills
  • Proficiency with Microsoft 365 and basic computer operation
  • Professionalism in conduct, communication, and appearance
  • Ability to work collaboratively in a fast-paced environment with frequently changing priorities based on member needs
  • Ability to be bonded
  • Preferred But Not Required: Proficiency with Fiserv DNA; Associate or Bachelor's degree (business, finance, or related); Experience with lending; Financial products/services knowledge

Hours: Full-time (38 hours per week), with rotating Saturdays


Why Join Arbor?

For over 90 years, Arbor Financial Credit Union has helped members and employees thrive. We've built a workplace grounded in our core values: Work Together, Do the Right Thing, Be Creative, and Have Fun. Here, you'll enjoy meaningful work, growth opportunities, caring teams, and great benefits. Visit our website to discover what makes us exceptional and apply in minutes: www.arborfcu.org/careers.

Apply