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Personal Financial Assistant Jobs in Virginia (NOW HIRING)

FVCBANK

Assistant Controller

Fairfax, VA · On-site

$135K - $165K/yr

Assistant Controller Department(s): Accounting Reports to: Controller Job Summary The Assistant ... The Bank has determined that personal financial responsibility is substantially related to ...

Wells Fargo

Personal Banker Arlington District

Arlington, VA · On-site

$22.25 - $27/hr

... financially * Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications * Receive direction from managers and exercise ...

DSV A/S

Administrative Assistant-Accounting

Ridgeway, VA · On-site

$17 - $21.75/hr

We do not require any form of payment and will not ask for personal financial information, such as ... Administrative Assistant-Accounting - 108692 Time Type: Full Time POSITION SUMMARY Support local ...

FVCBANK

VP / Loan Portfolio Manager

Manassas, VA · On-site

$110K - $150K/yr

... assist commercial loan officers in identifying and gathering sufficient information from the ... Analyze business and personal financial statements, cash flows and tax returns using Bank ...

Wells Fargo

PERSONAL BANKER - ALEXANDRIA DISTRICT

Lorton, VA · On-site

$19.50 - $23.75/hr

... financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise ...

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Personal Financial Assistant information

See Virginia salary details

$10

$22

$40

How much do personal financial assistant jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for personal financial assistant in Virginia is $22.97, according to ZipRecruiter salary data. Most workers in this role earn between $16.44 and $25.72 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 Virginia? For Personal Financial Assistant jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Personal Financial Assistant jobs in Virginia look for? The top searched job categories for Personal Financial Assistant jobs in Virginia are:
What cities in Virginia are hiring for Personal Financial Assistant jobs? Cities in Virginia with the most Personal Financial Assistant job openings:
Personal Financial Assistant jobs near you
Infographic showing various Personal Financial Assistant job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 19% 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 $47,777 per year, or $23 per hour.

Finance Assistant

Abilities Abound Physical Therapy & Wellness Center

Callao, VA

$15/hr

Part-time

Posted 13 days ago

Job description

Finance Assistant Job Summary

Abilities Abound is seeking an experienced, part-time finance professional to work with our Operations Manager and CEO. The Financial Assistant is responsible for day-to-day financial administration across the organization. This will involve providing support

with various tasks including Payroll, QuickBooks Monitoring, and the

preparation of all supplier payments and budgeting. The Finance Assistant

handles serves as the lead of all accounts receivable functions and will regularly

interface with management, staff, and patients.

Finance Assistant Duties and Responsibilities

  • Post daily transactions in QuickBooks and update financial spreadsheets.
  • Check and scrutinize invoices for accuracy.
  • Generate regular reports with accounting software.
  • Set client fees and adjust fees as needed.
  • Create, send, and follow up on invoices.
  • Create, review and observe department budgets.
  • Assist with the collection and management of client account balances.
  • Investigate and resolve any client account discrepancies.
  • Assist management in transferring and/or closing client files.
  • Prepare monthly statements and invoices to vendors.
  • Answers questions and aid customers and clients as requested.
  • Verify daily credit card reports against merchant and receipts.
  • Assist company Accountant in preparation of annual Audit.
  • Process and reconcile bank deposits.
  • Attend finance department and company-wide meetings.
  • Assist with financial reporting to Operations Manager and CEO.

Finance Assistant Requirements and Qualifications

  • Associate degree or Higher in Accounting, Finance, Business Management or equivalent experience.
  • Proficient in Microsoft Word, Excel and QuickBooks-REQUIRED.
  • One year of customer service experience minimum.
  • Familiarity with business principles and practices.
  • Superior attention to detail.
  • Organizational, planning skills and problem-solving skills.
  • Good verbal and written communication skills.
  • Time management and prioritization skills.

Abilities Abound is a Physical-Therapist owned, outpatient facility located in Callao, VA. We strive to provide our area with the latest and most effective physical therapy techniques that are comprehensive and individualized according to the patient needs. In addition to Physical Therapy, we also offer Massage Therapy, Personal Training, Nutritional Wellness Coaching, and Holistic wellness services including Reiki and Reflexology.
There is no shortage of career opportunities in our organization.! We have positions ranging from supporting roles that work with the larger healthcare community as well as clinicians who provide excellence and leadership to our patients.
We are seeking motivated team players who can help us achieve our company mission, and that is where you come in! The mission of Abilities Abound Physical Therapy and Wellness Center is to enhance the overall physical health, fitness, and quality of life of adults by treating and educating them with high quality, comprehensive and individualized physical therapy services.