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Personal Financial Assistant Jobs (NOW HIRING)

Landmark Credit Union

Personal Financial Officer

Wauwatosa, WI · On-site

$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 ...

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 ...

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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.
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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.
Personal Financial Representative (Personal Banker)

Personal Financial Representative (Personal Banker)

GESA CREDIT UNION

Centralia, WA • On-site

$20 - $28.23/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

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

Gesa Credit Union rating

8.4

Company rating: 8.4 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Take a leap and join our team!
At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.
Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.
Get to know us: About - Gesa Credit Union
Role Summary:
The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. Additionally, the PFR can fluidly transition between tasks assisting members, and supporting the branch as an MSA and Sr. MSA. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.
What You Will Be Doing:
  1. Provide exceptional member service to all whom we serve.
  2. Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior team members and leadership.
  3. Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures.
  4. Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate.
  5. Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships.
  6. Ensure branch equipment is always working properly and escalates non-repairable issues to leadership.
  7. Assist non-members with establishing membership.
  8. Accurately take consumer lending applications.
  9. Review credit reports for concerns and obtains approvals and submit loan documentation.
  10. Close loans and effectively communicates with members regarding the next steps.
  11. Discusses IRAs and HSAs with members and non-members and meets predetermined goals.
  12. Process international and domestic requests.
  13. Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies.
  14. Observe and monitor cash activity to ensure the branch and team members are following established cash limits.
  15. Opens consumer deposit accounts and performs consumer account maintenance.
  16. Places cash and supply orders, balances vault cash, and maintains ATMs.
  17. Review and process overrides/approvals within authority while minimizing risk.
  18. Mentor and help train new Member Service Associates (MSAs)
  19. Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports.
  20. Fluidly transition between tasks as an MSA or Sr. MSA.
  21. Perform transactions and service requests on member accounts in an accurate and timely manner.
  22. Accurately follow all cash handling procedures and balance your cash drawer at the end of every day.
  23. Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act.
  24. Assist members with Digital Banking enrollment, navigation, resets, and maintenance.
  25. Assist members with complex and sensitive fraud disputes.

About You:
  1. Professional written and verbal communication.
  2. Make sound decisions that minimizes risk in a timely manner.
  3. Ability to ask open-end and clarifying questions to understand member needs and deepen relationships.
  4. Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership.
  5. Respect and support all areas of diversity in the workplace and our membership.
  6. Complete assigned training programs in timely and accurate manner
  7. Participate in and support a team environment.
  8. Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work.
  9. Exercises the utmost discretion and sensitivity when assisting with member transactions.

What You Will Need:
  1. Education: High School Degree (or equivalent) required.
  2. Experience:
    • Sales/relationship building experience required.
    • Cash handling experience preferred.
    • At least one year of customer service experience preferred.
  3. Demonstrate and support credit union values and service standards.
  4. Attend and engage in community events on behalf of the credit union.
  5. Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements.
  6. Demonstrate a high level of personal integrity and ethics.
  7. Report for work on time and maintain a schedule of regular attendance.
  8. Some travel may be required.
  9. Proficient with varying levels of technology.
  10. Notary Public.

Our Team Member Value Proposition:
In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:
  • Competitive Pay
  • Medical, Dental, Vision, and Life Insurance
  • 20 days/year accrual of Paid Time Off - Plus 10 Paid Holidays!
  • 401(k) Match
  • Incentive Program
  • Tuition Assistance and Student Loan Repayment
  • Commuter Benefits
  • Paid Time Off to Volunteer in the Community
  • Product discounts
  • Engaging Work Environment
  • Rewards and Recognition Programs

Full Salary Range:
$20.00-$28.23
*While our full pay range is listed, most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!"
Get wise to what's possible with a career at Gesa. Join us!
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at (509) 378-3100 or hrmail@gesa.com to request an accommodation.
Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.
Selected candidate(s) must be able to pass a pre-employment credit/background check.
Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.
Equal Employment Opportunity (gesa.com)

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