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Personal Financial Assistant Jobs in Boca Raton, FL

Synovus

Financial Advisor Associate

Weston, 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 ...

New

Synovus

Financial Specialist - Margate

Margate, 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 ...

US Claims Capital LLC

FP&A Analyst

Boca Raton, FL · On-site

JOB SUMMARY USClaims is a leading provider of advances to personal injury victims and their ... * Assist in the preparation of board materials, investor reporting, and executive-level ...

Synovus

Financial Specialist - Delray

Delray Beach, 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 ...

gpac

Personal Lines Account Manager

Fort Lauderdale, FL · On-site

$42K - $58K/yr

Review and assess client insurance needs, recommend coverage options, and prepare quotes. * Assist ... Preferred Qualifications: * Bachelor's degree in Business, Finance, or a related field.

Calvary Chapel Church

Administrative Assistant

Parkland, FL · On-site

$16.50 - $22/hr

Administrative Assistant DEPARTMENT: Parkland REPORTS TO: Campus Pastor STATUS: Non-exempt, Hourly ... An excellent and generous steward of your personal finances * Obedient to God to take a Sabbath and ...

Northern Trust

Personal Banker

Boca Raton, FL · On-site

$18.25 - $22.25/hr

With more than 135 years of financial experience and over 24,000 partners, we serve the world ... servicing. 6. Assist with maintenance and servicing of Safe Deposit Boxes in offices where ...

Northern Trust

Personal Banker

Boca Raton, FL · On-site

$18.25 - $22.25/hr

With more than 135 years of financial experience and over 24,000 partners, we serve the world ... servicing. 6. Assist with maintenance and servicing of Safe Deposit Boxes in offices where ...

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Personal Financial Assistant information

See Boca Raton, FL salary details

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How much do personal financial assistant jobs pay per hour?

As of Aug 11, 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.

Financial Advisor Associate

Synovus

Weston, FL • On-site

Full-time

Posted 3 days ago

New

Synovus rating

8.9

Company rating: 8.9 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

12th of 171 rated banks

Job description

Job Summary:
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.
Job Duties and Responsibilities:
  • Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Prepare new and renewal loan documents. Create a superior client experience with accurate and timely processing of loan packages, while mitigating the firm's risk by following compliance, loan policies, legal and regulatory requirements. Close and disburse loan proceeds and process booking loans within 10 days. Assist Financial Advisors (FAs) in establishing new deposit relationships. Open depository accounts, verify client credentials, obtain all supporting documentation with zero CIP and deposit exceptions over 45 days. Effectively monitor portfolio risk in terms of delinquencies, maturities, and overdrafts. Ensure the accuracy of critical data (i.e., risk ratings, non-accruals, pricing, etc.) to minimize negative impact on the client or firm. Clear all controllable collateral exceptions within 90 days and all collateral exceptions within 180 days. Prepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors. 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 other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: High School Diploma or Equivalent -- College degree is preferred.
Minimum Experience: Minimum of 10 years' experience in financial services.
Required Knowledge, Skills & Abilities: Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Broad knowledge of bank products and services. Knowledge of federal and state banking regulations and compliance requirements. Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with problem-solving ability. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check.

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