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Personal Financial Assistant Jobs (NOW HIRING)

voagny

Financial Assistant/Case Manager

Bronx, NY · On-site

Financial Assistant/Case Manager The Financial Assistant/Case Manager Specialist ensures that each ... being, and personal growth. Full-time employees enjoy: * Medical, Dental, & Vision Coverage

landmarkcu

Personal Financial Officer

Franklin, WI

... 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 ...

landmarkcu

Personal Financial Officer

Franklin, WI · On-site

... 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 ...

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Personal Financial Assistant information

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$10

$23

$40

How much do personal financial assistant jobs pay per hour?

As of Jul 22, 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.

Is FP&A an entry level job?

Financial Planning and Analysis (FP&A) roles are often entry-level positions, especially for recent graduates with a degree in finance, accounting, or related fields. However, some FP&A roles may require prior experience or advanced skills in Excel, financial modeling, or data analysis, and higher-level positions typically demand more experience. Entry-level FP&A jobs usually focus on supporting senior analysts and managers with budgeting, forecasting, and reporting tasks.

What does a financial assistant do?

A financial assistant supports clients or organizations by managing financial records, preparing reports, and assisting with budgeting and financial planning. They often use accounting software and require strong organizational and communication skills to ensure accurate financial operations.

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.

How much do finance assistants get paid?

Finance assistants typically earn a median annual salary of around $40,000 to $50,000, depending on experience, location, and employer. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher wages. Salaries often increase with certifications such as the CFA or CPA and proficiency in financial software like Excel or QuickBooks.

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.

Is $50,000 enough to work with a financial advisor?

For a Personal Financial Assistant, $50,000 can be a reasonable starting salary depending on experience, location, and the scope of responsibilities. Working with a financial advisor typically involves managing client assets or providing financial planning, which may require additional certifications or skills but does not directly depend on a specific salary threshold. The salary level is separate from the client assets or services involved in the role.

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 July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $48,191 per year, or $23.2 per hour.

Financial Assistant/Case Manager

voagny

Bronx, NY • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Job description

Position: Financial Assistant/Case Manager

The Financial Assistant/Case Manager Specialist ensures that each client obtains entitlements clearance at intake and that resident’s benefits are maintained for eligibility. The position will ensure that each TFA package has all the required documentation to assess Veterans’ eligibility for Financial Assistance. Also assists veterans through the process and assist them in getting require documentation to determine their eligibility. Must communicate effectively and sensitively with both clients and staff and be particularly attuned to the client’s varied and changing abilities to process the often difficult and complex TFA process.

Supportive Services for Veteran Families (SSVF) is a community-based outreach program, we identify low-income veteran households and connect them with a range of supportive services to promote housing stability and prevent homelessness. To learn more about the program, copy and paste this link into a browser https://www.voa-gny.org/ssvf

Location: Bronx, NY 10451

 

Minimum Qualifications:

  • Associate's degree or 60 college credits courses in Human Services field or High School Diploma or GED with 2 years of experience in Finance, HRA Public Assistance, Supplemental Social Income (SSI), Social Security Disability Insurance (SSDI), service-connected and or non-service connected veteran’s disability claims application process, VA benefit and regulations.
  • Demonstrated experience in effective communication, proficient computer skills, organization, and multitasking. 

Financial Assistant / Case Manager Principal Responsibilities:

  • Review Temporary Financial Assistance Package for all veterans, and submit TFA Package to the business office and account payables for review and approval.
  • Maintain and update TFA log.
  • Deliver and pick up TFA checks to the landlord and third-party vendors.
  • Work with program, Business Office and Accounts Payable to ensure timely disbursement of TFA funds.

 

We are committed to offering our employees an exceptional comprehensive benefits package that supports their health, well-being, and personal growth. Full-time employees enjoy:

  • Medical, Dental, & Vision Coverage
  • Prescription Coverage
  • Life Insurance
  • Retirement Plan
  • Tuition Reimbursement
  • Paid Time Off, including a Paid Birthday Holiday

And much more!

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