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Personal Financial Assistant Jobs in Rhode Island

The Fly Initiative

Personal Finance Educator

Providence, RI · On-site

$55K - $63K/yr

Facilitate financial literacy programming aligned to FLY's curriculum * Customize lessons to meet ... Represent FLY at community events, partner meetings, or professional development sessions * Assist ...

YMCA OF PAWTUCKET

Personal Trainer

Lincoln, RI · On-site

$18 - $27/hr

Actively looking to assist all members on the proper use of equipment and ensure the safety ... Follows budgeting policies and procedures, and reports all financial irregularities immediately.

YMCA OF PAWTUCKET

Personal Trainer

Lincoln, RI · On-site

$18 - $25/hr

Actively looking to assist all members on the proper use of equipment and ensure the safety ... Follows budgeting policies and procedures, and reports all financial irregularities immediately.

YMCA OF PAWTUCKET

Personal Trainer

Lincoln, RI

$18 - $25/hr

Actively looking to assist all members on the proper use of equipment and ensure the safety ... Follows budgeting policies and procedures, and reports all financial irregularities immediately.

YMCA OF PAWTUCKET

Personal Trainer

Lincoln, RI

$18 - $27/hr

Actively looking to assist all members on the proper use of equipment and ensure the safety ... Follows budgeting policies and procedures, and reports all financial irregularities immediately.

Washington Trust

Flex Banker I - Bristol

Bristol, RI · On-site

$21.50 - $25/hr

... successfully assist you to grow into this role, this opportunity may be for you. What your ... An understanding of personal finance which includes bank products and services * Experience ...

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All JobsPersonal Financial JobsPersonal Financial Assistant JobsPersonal Financial Assistant Jobs in Rhode Island

Personal Financial Assistant information

See Rhode Island salary details

$9

$22

$40

How much do personal financial assistant jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for personal financial assistant in Rhode Island is $22.69, according to ZipRecruiter salary data. Most workers in this role earn between $16.25 and $25.43 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 popular job titles related to Personal Financial Assistant jobs in Rhode Island?

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

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

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

Personal Financial Assistant jobs near you
Infographic showing various Personal Financial Assistant job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $47,194 per year, or $22.7 per hour.

Personal Finance Educator

The Fly Initiative

Providence, RI • On-site

Full-time

Re-posted 11 days ago

Job description

 
TITLE:

Personal Finance Educator

DEPARTMENT:

Education

REPORTS TO:

Education and Curriculum Manager

FLSA STATUS:

Exempt

Summary:  The Personal Finance Educator delivers FLY's core financial literacy curriculum to students in schools and community-based settings. This role is central to ensuring young people gain essential knowledge, confidence, and skills to make informed financial decisions. The educator works closely with partners, site staff, and the FLY team to deliver engaging and culturally responsive instruction.Core Values:

All FLY roles are expected to uphold and model our organizational values:

  • Trust – We build trust through consistency, accountability, and
  • Respect – We honor diverse perspectives and treat one another with
  • Authenticity – We bring our whole selves to the work we
  • Inclusivity – We embrace and uplift every voice, experience, and
  • Transparency – We communicate openly and honestly, even when it is
  • Self-Directedness – We lead with initiative and take ownership of our

These values are not just aspirational-they are embedded in how we lead, collaborate, and show upfor our students, partners, and one another every day.

Essential Duties:

Essential job duties for this position include the following items. Other duties must be performed as assigned or required.

Instruction & Curriculum Delivery:
  • Facilitate financial literacy programming aligned to FLY's curriculum
  • Customize lessons to meet student needs while maintaining fidelity to learning objectives
  • Ensure inclusive and interactive classroom environments that support diverse learners
Classroom & Site Engagement:
  • Collaborate with site personnel to support student participation and program logistics
  • Maintain classroom management and instructional pacing aligned to the program schedule
  • Track attendance, participation, and student progress
Data & Reporting:
  • Complete session summaries and student engagement logs
  • Support pre/post assessments and share key learnings with the instructional team
  • Provide feedback for program improvement and curriculum development
Team Collaboration:
  • Attend instructional team meetings and contribute to professional learning sessions
  • Share best practices and participate in ongoing training
Other Duties and Contractual Details:
  • Support outreach activities, special events, or public workshops as needed
  • Participate in curriculum reviews, feedback sessions, or pilot testing of new materials
  • Represent FLY at community events, partner meetings, or professional development sessions
  • Assist in mentoring new educators and onboarding volunteers
  • Contribute to cross-functional projects that support organizational priorities
  • Perform other duties as assigned by the Director of Programming and Operations or Executive Leadership
Supervisory Responsibilities:

The Personal Finance Educator has no supervisory responsibilities

Qualifications:

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily.

Education/Experience:
  • Bachelor's degree in Education, Finance, Youth Development, or a related field
  • 1–3 years of teaching, training, or youth facilitation experience
  • Strong content knowledge in personal finance or willingness to be trained
Language Skills:
  • Effective communication and interpersonal skills with youth and adults
  • Ability to adapt to diverse environments and learning needs
Mathematical Skills:
  • Basic financial literacy and numeracy skills
Reasoning Ability:
  • Ability to adapt curriculum to meet student needs
  • Strong classroom management and problem-solving skills
Computer Skills:
  • Proficiency in Google Workspace or Microsoft Office
Certificates, Licenses, Registrations:
  • None required
Intellectual Demands:
  • Frequent problem solving
  • Strong written and verbal communication
  • High level of organization and interpersonal skills
  • Ability to concentrate and maintain focus
  • Creativity in instructional delivery
  • Flexibility to work with interruptions
Physical Demands:
  • Ability to stand and walk for portions of the day
  • Ability to sit for extended periods
  • Frequent talking and listening
  • Use of hands for handling materials and technology
  • Occasional reaching with arms
  • May occasionally lift up to 10 pounds
Vision Requirements:
  • Close and distance vision
  • Ability to adjust focus
  • Primarily applied to use of computers and instructional materials
Work Environment:
  • Little to no exposure to hazardous environmental conditions
  • Occasional travel required to school and community sites

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