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Personal Finance Manager Jobs (NOW HIRING)

The Fly Initiative

Personal Finance Educator

Providence, RI · On-site

$55K - $63K/yr

Education and Curriculum Manager FLSA STATUS: Exempt Summary: The Personal Finance Educator delivers FLY's core financial literacy curriculum to students in schools and community-based settings. This ...

DSV A/S

Finance Manager

Edwardsville, IL · On-site

We do not require any form of payment and will not ask for personal financial information, such as ... Finance Manager - 114524 Time Type: Full Time POSITION SUMMARY The Manager, Finance provides ...

Kirby-Smith Machinery, Inc.

Finance Manager

Tulsa, OK · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Finance Manager Benefits * Comprehensive benefits package (including medical/dental/vision) * 401K ... Ability to adhere to personal protective equipment (PPE) policy This is a safety-sensitive position.

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$124.3K

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How much do personal finance manager jobs pay per year?

As of Aug 15, 2026, the average yearly pay for personal finance manager in the United States is $124,326.00, according to ZipRecruiter salary data. Most workers in this role earn between $94,500.00 and $168,000.00 per year, depending on experience, location, and employer.

What are some common challenges personal finance managers face when working with clients, and how can these be addressed?

Personal Finance Managers often encounter challenges such as helping clients overcome emotional decision-making, managing unrealistic financial expectations, and navigating complex regulatory environments. Building strong communication skills and educating clients about long-term financial planning can help address these issues. Additionally, staying updated on financial regulations and using robust financial planning tools ensures clients receive accurate, reliable advice.

What is a personal finance manager?

Personal finance managers are professionals who help individuals manage their financial lives, including budgeting, saving, investing, retirement planning, and debt management. They work closely with clients to assess their financial goals, create personalized plans, and provide ongoing advice to help achieve those objectives. By analyzing spending habits and financial situations, personal finance managers help clients make informed decisions, reduce financial stress, and build long-term wealth.

What is the difference between Personal Finance Manager vs Financial Advisor?

AspectPersonal Finance ManagerFinancial Advisor
CredentialsCertifications like CFP, CPA, or CFP®CFP, CFA, or other financial planning certifications
Work EnvironmentPrivate clients, wealth management firms, or financial institutionsIndependent or firm-based, serving individual or corporate clients
Employer & IndustryFinancial services, banking, wealth managementFinancial planning, investment advisory, wealth management

While both roles involve financial planning and advising clients, Personal Finance Managers typically focus on managing individual clients' personal finances, including budgeting, debt management, and savings. Financial Advisors often provide broader investment advice and financial planning services. The roles overlap in credentials and work environments, but their primary focus and client interactions differ slightly.

What are the key skills and qualifications needed to thrive as a personal finance manager, and why are they important?

To thrive as a Personal Finance Manager, you need strong analytical skills, financial planning expertise, and a background in finance or accounting, often supported by certifications like CFP or CFA. Familiarity with budgeting software, investment platforms, and financial management tools is typically required. Excellent interpersonal skills, discretion, and clear communication help build trust and effectively guide clients through financial decisions. These skills and qualities are crucial for providing tailored advice, ensuring client satisfaction, and achieving positive financial outcomes.
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What are the most commonly searched types of Personal Finance jobs?

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What states have the most Personal Finance Manager jobs?

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Personal Finance Manager jobs near you
Infographic showing various Personal Finance Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $124,326 per year, or $59.8 per hour.

Part Time Personal Finance Manager

Innovative Outsourcing

Atlanta, GA • On-site

$38 - $40/hr

Full-time, Part-time

Retirement, PTO

Posted 29 days ago

Job description

Job Description Are you an accounting professional who is ready for a new challenge and a mostly remote and flexible work environment. Would you love to use your accounting knowledge and skills in new and different ways, plus also have the opportunity to be involved in some new tasks that you might not have done before. Then this opportunity might be a great fit for you.

Our client, a metro-Atlanta financial firm that caters to high-net-worth clients, is looking for a Permanent, Part-time Personal Finance Manager to join its team. This individual will act as a personal CFO to some clients' family units to handle their accounting needs, assist with tax preparation, and complete a wide variety of other tasks associated with insurance, rental properties, and other areas. The job requires approximately 25 hours of work each week and can be worked on a flexible schedule during normal business hours.

( 30 hours a week is also an option, if desired.) About 75% of your work can be done from your home office. The remaining 25% of your work schedule will be: attending twice monthly team meetings at the ROAM facility in the Galleria area making in-person visits to clients' homes in the Buckhead, Midtown and Northside Drive areas If you are in a season of life where a part-time work schedule is ideally what you need or want, this opportunity will provide the flexibility you need. If you ideally need full-time work hours and health insurance, please don't apply

JOB RESPONSIBILITIES Assist clients with managing their complex personal finances Perform general bookkeeping duties such as bill paying, reviewing and posting transactional data in Quicken, Quickbooks, Google Sheets & Excel, account reconciliation, and general ledger balancing Create general financial statements and conduct analyses Assist with gathering documents needed for tax filing purposes Respond promptly to ad hoc client requests and maintain ongoing communication Become a trusted advisor JOB REQUIREMENTS Bachelor's degree in Accounting or Finance Previous experience performing full-charge bookkeeping or accounting services for high net-worth individuals would be ideal, but previous small business bookkeeping experience is suitable Professional experience in the personal/trust tax preparation arena is desired Proficient in the Google Suite of products, to include Google Sheets Willingness to learn and become proficient with Quicken, Quickbooks & Excel Willing to wear many hats in servicing the clients - some bookkeeping in nature, some more analytical, some more administrative Confidence in interacting with executive personalities and demeanors and being able to challenge/push back when necessary Professional experience interacting with internal and external customers is desired Must be available to work and travel to clients' homes during normal business hours Compensation: $38-40 per hour, mileage reimbursements, PTO, and the opportunity to participate in a SIMPLE IRA plan with a 3% company match.

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