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Personal Financial Assistant Jobs (NOW HIRING)

LifeWise Academy

Volunteer Financial Assistant

Luck, WI · On-site

Overview As the Program Financial Assistant, you will assist the Program Director with managing and ... A mature personal Christian faith in agreement with the "What We Believe" section of the LifeWise ...

Federal Guardian

Personal Financial Counselor

Otis, MA · On-site

$65K - $75K/yr

Our Personal Financial Counselors (PFC) provide personal financial counseling services at assigned ... and families. * Assist service members in establishing an extended absence financial plan.

LoanBud

Administrative Financial Assistant

Manhattan, NY · On-site

$50K - $65K/yr

Administrative Financial Assistant Location: New York City, NY (In-Office) Salary Range: $50,000 ... Discretion handling sensitive financial and personal data. Nice to Have: Payroll/benefits exposure ...

landmarkcu

Personal Financial Officer

Milwaukee, WI

$19 - $23.25/hr

... Assistant Branch Manager. Responsible for assisting members with their financial needs while ... providing exceptional member service. Accepts and inputs loan applications; and assists members in ...

Landmark Credit Union

Personal Financial Officer

Wauwatosa, WI · On-site

$18.75 - $22.75/hr

... Assistant Branch Manager. Responsible for assisting members with their financial needs while ... providing exceptional member service. Accepts and inputs loan applications; and assists members in ...

Uofl

$32.17/hr

The Financial Assistant III will work with Kentucky Cancer Program (KCP) leadership to exercise ... Process and renew personal services contracts. Preferred Qualifications: * Experience working with ...

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How much do personal financial assistant jobs pay per hour?

As of Jun 6, 2026, the average hourly pay for personal financial assistant in the United States is $23.17, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $25.96 per hour, depending on experience, location, and employer.

What are personal financial assistants?

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.
More about Personal Financial Assistant jobs
What cities are hiring for Personal Financial Assistant jobs? Cities with the most Personal Financial Assistant job openings:
What are the most commonly searched types of Personal Financial jobs? The most popular types of Personal Financial jobs are:
What states have the most Personal Financial Assistant jobs? States with the most job openings for Personal Financial Assistant jobs include:
What job categories do people searching Personal Financial Assistant jobs look for? The top searched job categories for Personal Financial Assistant jobs are:
Personal Financial Assistant jobs near you
Infographic showing various Personal Financial Assistant job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 78% Full Time, 20% Part Time, and 1% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $48,191 per year, or $23.2 per hour.

Volunteer Financial Assistant

LifeWise Academy

Danville, KY • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Overview As the Program Financial Assistant, you will assist the Program Director with managing and maintaining financial records for the LifeWise program. Job Responsibilities Overview
  • Prepare and maintain an annual budget
  • Log donations and manage records online in The LIST
  • Monitor "declined" donations on The LIST and contact those who had declined donations
  • Send thank-you notes and log sent date in The LIST
  • Oversee payment requests submitted on behalf of the program and respond promptly with any adjustments needed to the request
  • Oversee and approve program expense card purchases as the Expense Admin, ensuring the appropriate fund and budget line was selected for each transaction
  • Review monthly financial reports for accuracy and alignment with the program budget
  • Attend regular board meetings and give a financial update based on an assessment of the program's most recent financial report in relation to the planned budget
  • Use Google Workspace apps such as Gmail, Drive, Meet, Calendar, Sheets and Docs
  • Use a variety of websites keeping records and logging hours worked
  • Lead the processes for collection and record-keeping of donations for fundraising events
Qualifications and Experience
  • A mature personal Christian faith in agreement with the "What We Believe" section of the LifeWise Academy Statement of Faith
  • Active participation in and commitment to a local church whose doctrine aligns with the "What We Believe" section of the LifeWise Academy Statement of Faith
  • Leadership experience in either a professional or volunteer capacity
  • Experience with budgets, financial reports, spreadsheets, virtual meeting platforms and Google Workspace
LifeWise Academy's hiring practices and EEO Statement are fully in compliance with both federal and state law. Federal law creates an exception to the "religion" section of employment discrimination laws for religious organizations and permits them to give employment preference to members of their own religion. LifeWise Academy is in that category. Grid Level: 1a

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