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Personal Financial Assistant Jobs in Virginia (NOW HIRING)

Securiport

Personal Accountant (Executive)

Reston, VA · On-site

... * Assist with financial analysis and special projects as requested by the executive or Finance ... Handle all personal, financial, and executive information with the highest level of confidentiality ...

Securiport LLC

Personal Accountant (Executive)

Reston, VA · On-site

$90 - $130/hr

The Personal Accountant (Executive) is responsible for providing confidential, accurate, and timely ... * Assist with financial analysis and special projects as requested by the executive or Finance ...

Securiport LLC

Personal Accountant (Executive)

Reston, VA · On-site

$65K - $85K/yr

... * Assist with financial analysis and special projects as requested by the executive or Finance ... Handle all personal, financial, and executive information with the highest level of confidentiality ...

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 ...

FVCBANK

VP / Loan Portfolio Manager

Manassas, VA · On-site

... 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 ...

Life Time, Inc.

Assistant PT Manager

Centreville, VA · On-site

... personal 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 ...

ADP, Inc.

VP / Loan Portfolio Manager

Manassas, VA · On-site

$110 - $150/hr

... 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 ...

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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 31, 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 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 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, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $47,777 per year, or $23 per hour.

Personal Financial Readiness Specialist

Commander, Navy Installations Command

Norfolk, VA • On-site, Remote

$36.32 - $41.16/hr

Full-time

Posted 6 days ago

Commander, Navy Installations Command rating

8.3

Company rating: 8.3 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

11th of 49 rated military and defense

Job description

Summary
This position is assigned to Commander, Navy Installations Command (CNIC), Fleet and Family Readiness Department (N9), Family Readiness Division (N91), Work and Family Life Branch (N911). Incumbent serves as the primary resource or as part of the team for the local installation Fleet and Family Support Center (FFSC) Personal Financial Management (PFM) Program for Naval Station Norfolk.
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Duties
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In order to qualify for this position, resumes must provide sufficient experience and/or education, knowledge, skills, and ability to perform the duties of the position. Applicant resumes are the key means for evaluating skills, knowledge, and abilities as they relate to this position therefore, applicants are encouraged to be clear and specific when describing experience.
Duties include but are not limited to:
  • Support all FFSC programs by serving as the primary resource and subject matter expert for financial-related education and materials and support local commands and area command financial specialists by serving as the primary resource and subject matter expert in tailoring personal financial management information, materials, and education programs to the local area. Develop and implement a program of direct counseling assistance to the total military family, providing financial literacy and education and training to individuals and groups on credit management, savings and investments, consumer affairs, debt liquidation, financial counseling, budget counseling, and other financial-related topics.
  • Utilize PFR course curricula to conduct training and prepare accompanying resource materials in accordance with the personal and professional training points across the military lifecycle, ensuring only CNIC approved financial educational content and material are used in all training and counseling activities. Provide nonbiased-financial counseling to military members, and upon request, to entitled military family members and other individuals. Handle privacy and confidentiality of all PII provided by the client or encountered during a counseling session in accordance with USN policy. Offer military members, civilians, and their family members referrals to approved external or on-installation agencies for cases that exceed the scope of the PFM program, to ensure clients receive specialized assistance and support, as needed.
  • Conduct Command Financial Specialist (CFS) training. Hold, at least quarterly, an area-wide personal financial management awareness forum or meeting to address current command issues, training on new developments, initiatives, or specific topics of interest, and answer questions CFSs may have. Conduct, at least semi-annually, an informational seminar for area command leaders to provide an introduction and overview of PFM Program services, assistance, and initiatives. Support return and reunion (R&R) efforts underway and active Emergency Family Assistance Center (EFAC) events, when necessary.
  • Serve as the primary point of contact for financial education and counseling services, connecting clients with appropriate resources within the Navy and in the broader community. Liaison with financial institutions located on the installation to promote military and family member awareness and use of their personal financial management counseling and information services. Assist military members with developing the financial portions of their family care plan and appropriate duty screenings. Develop local networks to enhance program delivery. Work with Staff Judge Advocate Legal Assistance in managing complex cases involving foreclosures, evictions, garnishment, and repossessions. Coordinate and refer clients to authorized local agencies, DON counterparts, and client creditors. Collaborate with and provide advice to command leadership and program personnel to leverage insights and coordinate financial readiness programs and services based on policy requirements and unique local area needs.
  • Conduct financial training and transition financial plan reviews for the Transition Assistance Program. Maintain and update records, e.g., training attendees, training evaluations, etc., utilizing the Fleet and Family Support Management Information System (FFSMIS) and applicable databases, in a timely and accurate manner. Establish and maintain a library or resource center of current financial information and resources (e.g., bankruptcy laws and options, consumer protection laws, money management, etc.) and provide authorized physical or digital materials to service members. Maintain local PFM Program certification standards IAW with CNIC FFSP certification standards. Attend DOD, DON, and CNIC financial training conferences, meetings, planning sessions, etc.
  • Disseminate pertinent financial management information within the local area via newsletters, emails, and/or social media to inform the local military community of programs and services. Conduct thorough reviews of Standard Operating Procedures (SOPs) and service delivery, based on local area needs, to ensure adherence to established policy, confidentiality, and quality assurance guidelines. Utilize CNIC approved self-assessments, feedback from required quarterly personal financial awareness forums, and various measurement tools to identify trends and utilize resources required to meet organizational needs.
  • Perform other duties as assigned.

Requirements
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Conditions of employment
  • This position requires incumbents to obtain and maintain an official passport.
  • Must be a U.S. Citizen to obtain and maintain a Secret Security clearance.
  • Must pass all applicable records and background check.
  • Valid, state-issued driver's license is required.
  • Obtain an Accredited Financial Counselor (AFC) (or other Nationally Accredited Financial Certification, pending approval) certification within 2 years of assignment, and maintain AFC continuing education requirements for the duration of employment.

Qualifications
Resumes must include information which demonstrates experience and knowledge, skills, and ability (KSAs) as they relate to this position. Applicants are encouraged to be clear and specific when describing their experience level and KSAs.
A qualified candidate possesses the following:
  • Must have at least one (1) year specialized experience in providing professional personal financial management services.

Education
This position does not have a positive education requirement.
Additional information
Salary is dependent on experience and/or education.
Some positions have special requirements. Selectee may be required to complete a one (1) year probationary period. Participation in Direct Deposit/Electronic Fund Transfer within the first 30 days of employment is required. We utilize E-Verify to confirm selectee's eligibility to work in the United States. Salary is dependent on experience and/or education.
This announcement may be used to fill additional vacancies within 60 days of issuance of selection certificate. For positions requiring travel more than twice per year, selectee may be required to obtain and maintain in good standing a Government-issued Travel Card for official government travel purposes.
Executive Order 12564 requires a Federal workplace free of illegal drugs. According to the Executive Order, all Federal employees are required to remain drug free throughout their employment. Commander, Navy Installations Command is a Drug-Free Federal Workplace. The use of illegal drugs will not be tolerated, and use of or intoxication by illegal drugs will result in penalties up to and including removal from Federal Service.
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Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution.
Benefits
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A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.
Review our benefits
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

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