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Personal Financial Assistant Jobs in Washington (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

$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 ...

PrideStaff

Executive Personal Assistant

Falls Church, VA · On-site

$28/hr

We are hiring for an Executive Personal Assistant on behalf of our client, a fast-paced technology ... Safeguard sensitive business, financial, legal, and family information with extreme discretion ...

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

Assistant Branch Manager

Washington, DC · On-site

Assistant Branch Manager Department(s): Retail Reports to: Branch Manager About Us: Since opening ... 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 ...

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 ...

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Personal Financial Assistant information

See Washington salary details

$11

$26

$46

How much do personal financial assistant jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for personal financial assistant in Washington is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $29.42 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 the most commonly searched types of Personal Financial jobs in Washington?

The most popular types of Personal Financial jobs in Washington are:

What are popular job titles related to Personal Financial Assistant jobs in Washington?

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

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

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

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

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

Personal Financial Assistant jobs near you

Emergency Case Management Personal Financial Educator

Zeiders Enterprises

Woodbridge, VA • On-site

Full-time

Re-posted 13 days ago

Job description

Job Title: Emergency Case Management Personal Financial Educator (Remote)
Summary
Emergency Case Management Personal Financial Educators (ECM PFEs) provides one-on-one consultation, education, training, information, referral, advocacy, and crisis intervention services in support of the Fleet and Family Support Program (FFSP). ECM PFEs shall have demonstrated experience providing advocacy or case management services. ECM PFEs provide support via various forms of service delivery, including virtual services via webinar, video, email, and phone, as well as in-person services, and deliver mobile training and emergency case management support to service members and their families in remote locations throughout the world and aboard Navy ships (in port, at sea, or in foreign countries). In this dual-capacity role, ECM PFEs assess client needs during financial crises or critical life transitions, develop individualized action plans, coordinate with installation and community resources, and provide follow-up support to ensure continuity of care while collaborating with FFSP stakeholders to plan, schedule, and execute effective and efficient delivery of educational programs and supportive services to service members and families.
Essential Duties and Responsibilities
  • Serve as the designated POC for an individual Sailor or family, DoD Civilian or family to support them in obtaining necessary financial services for current status and future permanent transition.
  • Participate in emergency response exercises carried out by the Region or Installation.
  • Serve as a liaison with other military community agencies. Provide intensive case management services for assigned sailors or family members.
  • Coordinate and integrate family services and referrals utilizing on- and off installation resources, state, intra-state, and federal services as necessary.
  • Facilitate FFSP participation and activities in support of public awareness campaigns such as Ready Navy
  • Implement emergency response plans in the event of an actual situation requiring humanitarian response
  • Using existing resources, supporting family by providing necessary required forms, obtaining explanation and directions from subject matter experts, and advising them through the official requirements associated with displacement or transition.
  • Execute Emergency Family Assistance Center assigned responsibilities as exercised and directed
  • Prepare and conduct management briefings in order to communicate recommendations on training and exercises
  • Operate as part of a larger system with continual communication with CNIC, Naval Intelligence (N1), and local military installations, keeping in touch with changes and additions to resources and policies
  • Ensure that all information and referral, individual consultation and group education services, including those related to IDS or Emergency Preparedness and Response are entered and counted in Fleet and Family Support Management Information System (FFSMIS) and Navy Family Accountability and Assessment System (NFAAS).
  • Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops.
  • Provide initial and refresher Command Financial Specialist (CFS) training and assist Command Financial Specialists.
  • Provide in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R).
  • Provide individualized financial counseling and assistance to service members and families while maintaining the highest ethical standards.
  • Utilize various technological tools (collaboration platforms, video conferencing software, project management tools) to effectively communicate with stakeholders and to provide virtual service delivery.
  • Perform basic troubleshooting steps when technology challenges occur.
  • Maintain up-to-date knowledge in the fields of personal finance and financial counseling.
  • Support marketing and outreach initiatives to promote awareness and utilization of program services.
  • Provide rotational coverage for the Family Information Call Center (FICC) to ensure uninterrupted support.
  • Other duties as assigned.

Supervisory Responsibilities
  • This job has no supervisory responsibilities.

Travel Requirements
  • This job may require 50% travel for specified periods of time to provide in-person support worldwide and aboard Navy ships.
  • This job may require travel for up to 6 months to provide in-person support at worldwide locations.
  • Must be able to obtain health screening requirements, to include medical and dental, for travel to remote locations.
  • Candidate must currently possess or be able to obtain a US passport for travel.

Required Qualifications
  • Bachelor's degree from an accredited college or a combination of education and experience equivalent to a bachelor's which equips the incumbent to serve as a personal financial management counselor.
  • Must possess and maintain national certification as an Accredited Financial Counselor
  • Two years of experience providing financial education and training, and one on one financial counseling.
  • Experience making presentations and facilitating training for large and small groups in the areas of financial management.
  • Experience using various forms of digital technology to facilitate virtual training.
  • Experience in providing one-on-one consultations with varied levels of complexity.
  • Knowledge of the development and execution of assessment tools (i.e. surveys)
  • Knowledge of the military and the challenges of the military lifestyle
  • Thorough understanding of the personal financial management issues facing service members and their families and the ability to support them with individual assistance or through training in seminars, workshops, or appropriate referral
  • Proficiency in various forms of technological tools to support virtual service delivery, communication, and collaboration.
  • Knowledge of social services and/or community resources.
  • Knowledge of the tenets of adult education and the development of training curricula based on the adult learning model.
  • Ability to use verbal and written communication skills effectively.
  • Proficiency in Microsoft Office Suite software and demonstrated ability to use software to prepare management reports and provide information.
  • Schedule flexibility, including the ability to work some weekends, after-hours, and extended shifts as operational needs dictate to support the FICC.
  • Must be able to meet naval shipboard requirements if deployed on navy ship.

Preferred Qualifications:
  • Prior experience working with the Fleet and Family Support Programs.
  • Experience providing emergency case management services.

Other Skills and Abilities
  • This position requires access to U.S. Government facilities and systems. U.S. Citizenship, a valid driver's license, passport, transportation, and auto insurance are required.
  • Ability to successfully complete a pre-employment and government background investigation to include FBI fingerprints.

Competencies
To perform the job successfully, an individual should demonstrate the following competencies:
  • Ability to work both independently and as part of a team.
  • Technological Proficiency: Ability to use various technological tools to effectively communicate with stakeholders and to provide virtual service delivery; Experience with collaboration platforms, project management tools, and video conferencing software; Able to perform basic troubleshooting steps; Willingness to learn new forms of digital tools to perform job duties.
  • Presentation Skills: Ability to deliver effective in person and virtual presentations; know your audience and tailor content as necessary; deliver presentation with enthusiasm and confidence; incorporate anecdotes, examples, and personal stories to illustrate key points; encourage audience interaction through questions, discussion, or activities.
  • Time Management: Ability to manage time effectively, prioritize tasks, and meet deadlines with minimal supervision.
  • Self-Motivation: Must be able to stay focused and productive without constant oversight or the traditional office structure; Can set goals and working independently.
  • Organizational Skills: Must be able to keep track of tasks, documents, and deadlines with digital and physical organization tools and techniques
  • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Delivers on commitments.
  • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
  • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
  • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
  • Resilience: Able to manage stress, maintain motivation and stay connected with colleagues.

Physical Demands: Sits, stands, bends, lifts, and moves intermittently during working hours. Uses personal computer, telephones, other office equipment. Physical demands may differ at various locations throughout the world or aboard Navy ships. Lifting up to 20 pounds may be required.
Work Environment: The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must have a quiet space with stable internet connection when not traveling.
Zeiders Enterprises, Inc. is an Equal Opportunity Employer
Compensation is based on geographic location and experience. Wages are available upon request.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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