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Personal Financial Assistant Jobs in Nevada (NOW HIRING)

Libra Solutions

Financial Analyst

Las Vegas, NV · On-site

MoveDocs is a personal injury solutions platform that integrates and streamlines medical, financial ... recommendations * Assist in consolidating and analyzing financial statements, forecasts, and ...

Libra Solutions

Financial Analyst

Las Vegas, NV · On-site

MoveDocs streamlines the coordination of medical, financial, and professional services for personal ... recommendations * Assist in consolidating and analyzing financial statements, forecasts, and ...

Libra Solutions

Financial Analyst

Las Vegas, NV · Hybrid

MoveDocs streamlines the coordination of medical, financial, and professional services for personal ... recommendations * Assist in consolidating and analyzing financial statements, forecasts, and ...

SASSO CONCEPTS LTD

$52K - $73K/yr

Financial * Assist the GM in ensuring financial goals are achieved through operational performance ... Personal Requirements: * Self-discipline, initiative, leadership ability and outgoing * Pleasant ...

SASSO CONCEPTS LTD

Financial * Assist the GM in ensuring financial goals are achieved through operational performance ... Personal Requirements: * Self-discipline, initiative, leadership ability and outgoing * Pleasant ...

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Personal Financial Assistant information

See Nevada salary details

$10

$23

$41

How much do personal financial assistant jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for personal financial assistant in Nevada is $23.59, according to ZipRecruiter salary data. Most workers in this role earn between $16.88 and $26.44 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 Nevada?

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

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

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

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

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

Personal Financial Assistant jobs near you
Infographic showing various Personal Financial Assistant job openings in Nevada as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% 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 $49,073 per year, or $23.6 per hour.

Mortgage Loan officer

BSI Financial Services

Las Vegas, NV • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Job description

Description
Mortgage Loan Officer @ BSI Financial Services
Summary:
Join BSI Financial Services as a Loan Officer. As a Loan Officer, you will present mortgage opportunities to current and prospective clients over the phone and submit mortgage loan applications while serving as a point of contact through funding.
Position Type and Expected Hours of Work:
This is a full-time hybrid position. Days and hours of work vary Monday through Friday. Occasional early morning/late evening and/or weekend work required. Must be located and licensed in Nevada.
Key Responsibilities:
  • Communicates professionally, confidently, and effectively over the phone with clients, explaining mortgage products and proposing the best solution based on customers' needs.
  • Makes outbound calls from a daily lead set of BSI Financial customers to solicit new mortgage applications and bring awareness to products offered by BSI Financial. Assist with inbound calls, including transferred calls from Customer Service and other BSI Financial departments regarding mortgage interest.
  • Builds rapport and collects pertinent information from the customer to ensure a thorough and complete loan application. Sets expectations on the mortgage process, providing excellent customer service and follow-up.
  • Sells mortgages following all regulations and explains to client requirements needed for closing based on product guidelines.
  • Locks loans in Encompass after checking prices with retail, wholesale, and correspondent lenders.
  • Partners with internal operations team members to consistently produce quality files. Maintains active communication with the processing team concerning client needs.
  • Attends all training, sales meetings, and orientations as directed.
  • Increases personal knowledge by staying abreast of product guidelines and industry trends
  • Maintains timely and accurate records of all customer activity. Carries a high level of accountability for results and metrics

Key Qualifications:
  • Active NMLS license is required with the ability to obtain additional state licenses in the company footprint as needed.
  • Bachelor's degree preferred
  • Three or more years of experience in a call center or inside phone sales.
  • Must be local to the Las Vegas area, preferably within 30 miles or 60 minutes of our office location.
  • Knowledge of Encompass and Velocify software is preferred.
  • Ability to achieve sales goals and performance metrics.
  • Purchase, refinance, assumptions, and home equity knowledge
  • Strong understanding of FHA, VA, and Conventional guidelines as well as Federal and State regulations
  • Excellent communication, interpersonal, and organizational skills
  • Strong problem-solving, time management, and attention to detail skills
  • Proficiency in MS Office programs, specifically Word, Excel, Outlook
  • Works well in fast-paced environment with the ability to multitask and meet deadlines
  • Ability to close 10+ loans per month ad meet minimum daily call requirements

What's in it for you?
  • Competitive compensation and full benefits package include medical, dental, and vision.
  • 100% company-paid life insurance and disability coverage!
  • 401K with company matching!
  • 17 days PTO (increases with tenure) and 9 company paid holidays!
  • Professional but fun, casual work environment and great team culture!

About BSI Financial
Founded in 1986, we provide financial services that support our vision of enabling sustainable home ownership by practicing core values that embody doing what is right; emphasizing problem solving; delivering on expectations and winning with humility. Our clients include lenders and investors who make home financing possible.
BSI Financial was ranked multiple times in the SMU Dallas 100 list of the fastest growing
companies in North Texas and was twice named to the Inc. 5000 list of the fastest growing U.S. companies.
EEO Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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