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Personal Financial Assistant Jobs in Boca Raton, FL

Calvary Chapel Church

Ministry Assistant

Boca Raton, FL · On-site

Ministry Assistant DEPARTMENT: CC West Boca REPORTS TO: Campus Pastor STATUS: Salary Exempt HOURS ... An excellent and generous steward of your personal finances * Obedient to God to take a Sabbath and ...

Synovus

Financial Advisor Associate

Fort Lauderdale, FL · On-site

Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist ...

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Personal Financial Assistant information

See Boca Raton, FL salary details

$9

$21

$38

How much do personal financial assistant jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for personal financial assistant in Boca Raton, FL is $21.92, according to ZipRecruiter salary data. Most workers in this role earn between $15.67 and $24.57 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 the most commonly searched types of Personal Financial jobs in Boca Raton, FL? The most popular types of Personal Financial jobs in Boca Raton, FL are:
What are popular job titles related to Personal Financial Assistant jobs in Boca Raton, FL? For Personal Financial Assistant jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Personal Financial Assistant jobs in Boca Raton, FL look for? The top searched job categories for Personal Financial Assistant jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Personal Financial Assistant jobs? Cities near Boca Raton, FL with the most Personal Financial Assistant job openings:
Personal Financial Assistant jobs near you
Infographic showing various Personal Financial Assistant job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% 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 $45,603 per year, or $21.9 per hour.

Personal Trainer

YMCA of South Palm Beach County

Boca Raton, FL • On-site

Full-time

Re-posted 19 days ago

Job description

POSITION SUMMARY

Under the direct supervision of the Director of Healthy Living and in harmony with the Christian values and purpose of the association of South Palm Beach County, the incumbent’s primary responsibility is the development and execution of personalized exercise programs to members.

ESSENTIAL FUNCTIONS

  • Design and implement individual fitness programs for members concentrating on current fitness levels and fitness goals.
  • Maintain written documentation of each member’s fitness program.
  • Communicate promptly and effectively with members.
  • Display a professional image through conduct and appearance.
  • Maintain a positive attitude towards members and co-workers.
  • Seek member feedback continuously.
  • Accurately record member-training sessions for payroll purposes.
  • Attend all staff meeting and in-service training programs as implemented by the Director of Healthy Living. 
  • Perform other duties as assigned by the Director of Healthy Living. 
  • Maintain certifications as required.

YMCA COMPETENCIES (LEADER):

  • Mission and Community Oriented: Accepts and demonstrates YMCA values. Works effectively with people of different backgrounds, abilities, opinions and perceptions. Demonstrates a desire to serve others and fulfill community needs. Recruits volunteers and builds effective, supportive working relationships with them.

People Oriented: Seeks first to understand the other person’s point of view, and remains calm in challenging situations. Builds rapport and relates well to others. Listens for understanding and meaning; speaks and writes effectively. Takes initiative to assist in developing others.

  • Results Oriented: Strives to meet or exceed goals and deliver a high-value experience for members. Embraces new approaches and discovers ideas to create a better member experience. Makes sound judgments, and transfers learning from one situation to another. Establishes goals, clarifies tasks, plans work and actively participates in meetings. Supports fundraising. Follows budgeting policies and procedures, and reports all financial irregularities immediately.

Personal Development Oriented: Accurately assesses personal feelings, strengths and limitations and how they impact relationships. Pursues self-development that enhances job performance. Demonstrates an openness to change, and seeks opportunities in the change process.

DISCLAIMERS

  • Must complete successful criminal background check and drug screen.
  • All of the above duties and responsibilities are essential job functions subject to reasonable accommodation. The YMCA promotes an equal employment opportunity work place which includes reasonable accommodation of otherwise qualified disabled applicants and employees. Please see your manager should you have any questions about this policy or these job duties.
  • This job description may not be all-inclusive and employees are expected to perform all other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.

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