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Personal Financial Assistant Jobs in Virginia (NOW HIRING)

dynamicaviation

Executive Assistant

Bridgewater, VA · On-site

$31.25 - $52.88/hr

... personal finances, taxes, and recordkeeping under strict confidentiality • Scan, organize, and distribute news articles or publications as needed • May support other Senior Management with ...

DSV A/S

Facility Assistant

Chester, VA · On-site

$20.46/hr

We do not require any form of payment and will not ask for personal financial information, such as ... Facility Assistant - 118559 Time Type: Full Time Summary : The purpose of the Housekeeping ...

DSV Global Transportation

Facility Assistant

Chester, VA · On-site

$20.46/hr

We do not require any form of payment and will not ask for personal financial information, such as ... Facility Assistant - 118559 Time Type: Full Time Summary : The purpose of the Housekeeping ...

Park Lawn Corporation

General Manager

Waynesboro, VA · On-site

$70 - $90/hr

Financial assistant programs encouraging employees through education and development in industry ... Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of ...

Erickson Senior Living

Personal Care Assistant

Ashburn, VA · On-site

$18 - $20.75/hr

As a Personal Care Worker (M), you will assist residents with daily activities, foster meaningful ... financial stability, and focused health and well-being services for those who live and work with us.

Erickson

Personal Care Assistant

Ashburn, VA

$20.75/hr

As a Personal Care Worker (M), you will assist residents with daily activities, foster meaningful ... financial stability, and focused health and well-being services for those who live and work with us.

Erickson Senior Living

Personal Care Assistant

Ashburn, VA · On-site

$18 - $20.75/hr

As a Personal Care Worker (M), you will assist residents with daily activities, foster meaningful ... financial stability, and focused health and well-being services for those who live and work with us.

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Personal Financial Assistant information

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How much do personal financial assistant jobs pay per hour?

As of Aug 19, 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, 68% Full Time, 27% Part Time, 3% Contract, and 1% Nights. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $47,777 per year, or $23 per hour.

Executive Assistant

dynamicaviation

Bridgewater, VA • On-site

$31.25 - $52.88/hr

Full-time

Re-posted 16 days ago

Job description

 

Job Details:

The Executive Assistant supports the Chairman and CEO by competently performing a variety of administrative, clerical, and personal support tasks promptly and efficiently. This position provides direct assistance to the Chairman & CEO and their family, ensuring seamless coordination of both business and personal activities.  This position also supports the front office.

Job Responsibilities:

• Coordinate domestic and international business and personal travel, including preparing detailed itineraries and managing changes as needed
• Maintain Travel Planner for Chairman & CEO, including family and personal travel schedules
• Maintain and manage business and personal calendars, ensuring all confirmations, appointments, and events are current and accurate
• Create and update daily checklists for Chairman & CEO to ensure priorities and deadlines are met
• Prepare travel arrangements for trade shows, conferences, family trips, and other functions
• Coordinate arrangements for customer visits, Advisory Board, VIP guests, or family visitors (including meals, lodging, transportation, and other host responsibilities)
• Collect and submit expense reports for Chairman & CEO, including reconciliation of both business and personal accounts
• Assist with scheduling and coordination of family appointments and events, including medical appointments, personal commitments, and social engagements
• Manage personal and household-related logistics such as errands, reservations, and vendor coordination as needed
• Provide Level 1 IT support for the Chairman & CEO and family members, including basic troubleshooting of personal devices (computers, tablets, phones), Wi-Fi connectivity, printing, and software setup
• Support a variety of personal and professional projects and interests of the Chairman & CEO as requested
• At the direction of the Chairman & CEO, assist with composing and sending letters or correspondence
• Purchase and maintain necessary office and household supplies, ensuring items are organized and replenished
• Manage invoices, receipts, and documentation to match monthly credit card statements; code and submit to Accounting
• Assist with personal finances, taxes, and recordkeeping under strict confidentiality
• Scan, organize, and distribute news articles or publications as needed
• May support other Senior Management with administrative needs as assigned

• Provide support to the front office to include answering the phones, checking in visitors, sorting mail and other related duties as needed
• Perform all other related duties as assigned

Job Requirements:

• High School Diploma or GED required; college degree preferred
• 5+ years of previous experience as an Executive Assistant or Personal Assistant
• Experience handling confidential and sensitive materials and information with discretion
• Extensive experience coordinating complex domestic and international travel
• Experience managing business and personal calendars with frequent, dynamic changes
• Demonstrated ability to multi-task and work effectively with complex details while meeting critical, non-negotiable deadlines
• Strong organizational and prioritization skills, with the ability to adapt to shifting priorities
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite and comfort with new technology and devices
• Basic knowledge of IT troubleshooting (e.g., Wi-Fi, device setup, software installation, printing)
• High attention to detail and accuracy
• Ability to maintain professionalism and discretion in all personal and business matters
• Dependable, proactive, and able to work independently in a fast-paced environment

Pay Band: $31.25 - $52.88 per hour. Starting pay is determined by experience, qualifications, and internal equity, and typically falls between the minimum and midpoint of the pay range.

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