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Money Management Jobs (NOW HIRING)

CAPECO

Money Management Specialist

Pendleton, OR · On-site

$3.6K/mo

MONEY MANAGEMENT SPECIALIST Supervised by: Program Manager & Director of Programs Department: Services for Independence Classification: Regular Full Time Position Status: Non-Exempt Location:

CAPECO

Money Management Specialist

Pendleton, OR

$3.6K/mo

MONEY MANAGEMENT SPECIALIST Supervised by: Program Manager & Director of Programs Department: Services for Independence Classification: Regular Full Time Position Status: Non-Exempt Location:

CFS

Money Management Specialist

Akron, OH · On-site

$37K - $39K/yr

Money Management Specialist Location: On Site in Akron, OH Schedule: Monday - Friday Salary: $37,440 - $39,520 Why This Opportunity Stands Out: * Thrive in a dynamic work environment where every day ...

Berkshire Money Management

Front Office Coordinator

Dalton, MA · On-site

$17.50 - $23/hr

This role requires exceptional organizational and communications skills, as well as the ability to manage multiple tasks. Duties and Responsibilities * Greet and welcome guests with professionalism ...

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How much do money management jobs pay per hour?

As of Jul 6, 2026, the average hourly pay for money management in the United States is $57.95, according to ZipRecruiter salary data. Most workers in this role earn between $44.23 and $67.79 per hour, depending on experience, location, and employer.

What is the salary of a money manager?

The salary of a money manager varies based on experience, location, and the size of the firm, but typically ranges from $60,000 to over $150,000 annually. Experienced managers with certifications like the CFA can earn higher salaries, and many also receive performance-based bonuses.

What are the key skills and qualifications needed to thrive as a Money Manager, and why are they important?

To thrive as a Money Manager, you need strong analytical skills, financial acumen, and a relevant degree in finance, economics, or business, often paired with certifications like CFA. Proficiency with financial modeling software, portfolio management systems, and analytical tools such as Bloomberg Terminal is typically required. Excellent communication, decision-making, and client relationship skills help set top performers apart. These competencies are crucial for making informed investment decisions, managing risk, and building trust with clients in a dynamic financial environment.

What jobs manage money?

Jobs that manage money include financial analysts, accountants, financial advisors, bank managers, and investment managers. These roles involve budgeting, financial planning, investment analysis, and overseeing financial transactions, often requiring relevant certifications or degrees in finance or accounting.

What is the difference between Money Management vs Financial Advisor?

AspectMoney ManagementFinancial Advisor
CredentialsOften no formal certification required, but certifications like CFP or CFA are commonTypically holds certifications such as CFP, CFA, or CPA
Work EnvironmentCan be independent or part of financial firms, focusing on managing client assetsWorks in financial planning firms, banks, or as independent consultants
Employer & IndustryFinancial services, investment firms, or self-employedFinancial planning, wealth management, or investment advisory firms

Money Management involves overseeing and investing clients' assets, often with less formal certification, while Financial Advisors provide comprehensive financial planning and advice, usually holding specific certifications. Both roles operate within the financial industry but differ in scope and credentials.

How many financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, but such high earnings are typically achieved by those with extensive experience, a large client base, or specialization in high-net-worth individuals. Top earners often work in private wealth management and hold certifications like the CFP or CFA, with income influenced by commissions, fees, and assets under management.

What is money management?

Money management refers to the process of budgeting, saving, investing, spending, and overseeing the capital usage of an individual or group. It involves creating financial plans, setting goals, tracking income and expenses, and making informed decisions to ensure financial stability and growth. Effective money management helps individuals avoid debt, build savings, and achieve long-term financial objectives.

What are some common challenges faced by professionals in money management roles, and how can they effectively address them?

Professionals in money management often encounter challenges such as adapting to rapidly changing market conditions, managing client expectations, and staying current with regulatory requirements. Effectively addressing these challenges requires continuous professional development, strong analytical skills, and proactive communication with clients and team members. Collaboration with other financial experts and leveraging advanced financial tools can also help mitigate risks and improve decision-making in this dynamic field.

What jobs make $1,000,000 a year?

In the field of money management, high-level roles such as hedge fund managers, private equity partners, and chief investment officers can earn over $1 million annually through salaries, bonuses, and profit sharing. These positions typically require extensive experience, advanced financial skills, and often involve managing large investment portfolios or firms. Compensation varies widely based on performance, firm size, and geographic location.
More about Money Management jobs
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What states have the most Money Management jobs? States with the most job openings for Money Management jobs include:
What job categories do people searching Money Management jobs look for? The top searched job categories for Money Management jobs are:
Money Management jobs near you

Money Management Specialist

CAPECO

Pendleton, OR • On-site

$3.6K/mo

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

CAPECO is a diverse group of people who are committed to creating a thriving community by providing education, resources, and services dedicated to eliminating poverty and contributing to the success of our community members. We hire people from all walks of life not because we must, but because we know it makes us stronger. If you share our passion for community, then we would love to meet you!
POSITION: MONEY MANAGEMENT SPECIALIST
Supervised by: Program Manager & Director of Programs
Department: Services for Independence
Classification: Regular Full Time
Position Status: Non-Exempt
Location: Pendleton Main Office
Salary: $3,625/month
Benefits: Health, Dental, RX, Vision, FSA, Life Insurance, 401K Plan, Vacation, Sick and Holidays
POSITION OVERVIEW:
This position will work with the Money Management team as a Representative Payee. The candidate chosen for this position will work with individuals who have been determined to need assistance with their finances and bill payments as determined by Social Security, Adult and People with Disabilities, and/or the Veteran's Administration. The majority of this position is spent working directly with clients and utilizing a specialized software program. This position requires that you effectively interact with clients with diverse backgrounds and treat each client with respect, dignity, and compassion.
ESSENTIAL JOB FUNCTIONS:
An employee in this position may be called upon to do any or all of the following essential functions. These examples do not include all the duties which the employee may be expected to perform. Other duties, responsibilities and activities may change or be assigned at any time with or without notice. To perform this job successfully, an individual must be able to perform each essential function satisfactorily with or without reasonable accommodation.
  • Work with clients on a one-on-one basis to maintain budget and determine possible weekly allotments.
  • Manage client bills and issue payments according to policies and procedures.
  • Advocate on client's behalf with landlords, creditors, and legal system.
  • Use Representative Payee Manager Software, on-line banking, and computer on a daily basis to update clients' information and complete transactions.
  • Maintain client files accurately, ensuring appropriate documentation is present.
  • Complete and maintain reports in a timely manner.
  • Pick up and distribute mail, as necessary.
  • Attend trainings as assigned.
  • Work with all departments of CAPECO to provide wrap around services to participants.
  • Other duties as assigned

REQUIRED KNOWLEDGE, SKILLS, ABILITIES & MINIMUM QUALIFICATIONS:
The requirements listed below are representative of the knowledge, skills, abilities, and minimum qualifications necessary to perform the essential functions of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Associate degree in related field which can be substituted for two years of comparable experience and/or training or equivalent combination of education and experience.
  • Must have experience using a computer extensively.
  • Excellent customer service skills.
  • Ability to communicate effectively, both written and verbally.
  • General knowledge of household budgeting and daily money management.
  • Accuracy in maintaining financial records.
  • Ability to work cooperatively with a wide variety of individuals including people with significant physical and mental impairments and varying socioeconomic backgrounds.
  • Must have the ability to manage multiple clients/accounts simultaneously and respond to immediate requests for specific program information.
  • Must have basic math skills and be able to reconcile bank statements and accounts.

WORK ENVIRONMENT AND PHYSICAL DEMANDS:
The physical demand and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to bend, kneel, and crouch. Specific vision abilities required by this job include close vision and distance vision. The noise level in the work environment is usually moderate. The employee must occasionally lift, and/or carry/move objects up to 25 pounds.
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, smart phones, photocopiers/scanners, shredders and filing cabinets.
SPECIAL REQUIREMENTS:
  • Must pass a criminal history background investigation however, a conviction of a crime may not necessarily disqualify an individual from this position.
  • CAPECO is a drug free workplace and pre-employment drug screening will be required.
  • Due to federal funding, our drug screenings include the use of marijuana.
  • Possession of or ability to obtain a valid driver's license and insurable driving record is required.

EQUAL OPPORTUNITY EMPLOYER
CAPECO does not discriminate in employment opportunities or practices based on race, color, national origin, religion, sex, sexual orientation, gender identity/transgender status, age, disability, veteran or marital status, genetic information or any other characteristic protected by applicable law.

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