ZipRecruiter

Log In

1

Personal Finance Manager Jobs (NOW HIRING)

Desjardins Group

As a personal finance advisor at Caisse Desjardins de la Chaudiere, you're responsible for ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...

Desjardins Group

Personal Finance Advisor

Alma, GA · Hybrid

As a personal finance advisor, you're responsible for developing and maintaining lasting and ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...

Desjardins Group

As a personal finance advisor at Caisse Desjardins de la Chaudiere, you're responsible for ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...

The Fly Initiative

Personal Finance Educator

Manhattan, NY · On-site

$35 - $40/hr

Personal Finance Educator 1099 Independent Contractor • Part-Time • New York Metropolitan Area ... Maintain classroom management and instructional pacing aligned to the program schedule. * Track ...

Desjardins Group

As a personal finance advisor at Caisse Desjardins de Minganie--Basse-Cote- Nord, you're ... Manage business relationships, assess member/client satisfaction and service quality, follow up and ...

The Fly Initiative

Personal Finance Educator

Manhattan, NY · On-site

$35 - $40/hr

Personal Finance Educator 1099 Independent Contractor • Part-Time • New York Metropolitan Area ... Maintain classroom management and instructional pacing aligned to the program schedule. * Track ...

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 ...

next page

Showing results 1-20

All JobsPersonal Finance JobsPersonal Finance Manager Jobs

Personal Finance Manager information

See salary details

$42K

$124.3K

$169K

How much do personal finance manager jobs pay per year?

As of Jun 12, 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 is the salary range for a finance manager?

The salary range for a finance manager typically falls between $70,000 and $150,000 annually, depending on experience, location, and industry. Senior finance managers or those in high-cost areas may earn higher salaries, and certifications like CFA or CPA can influence compensation.

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 are personal finance managers?

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.

Which position is higher, CFO or finance manager?

A CFO (Chief Financial Officer) is a senior executive responsible for the overall financial strategy and decision-making of an organization, making it a higher position than a finance manager, who typically oversees daily financial operations and reporting. The CFO usually reports to the CEO and has broader strategic responsibilities, while the finance manager focuses on managing finance teams and implementing policies.

What does a personal finance manager do?

A personal finance manager helps individuals plan and manage their financial activities, including budgeting, saving, investing, and debt management. They analyze clients' financial situations, develop strategies to meet financial goals, and often use financial planning tools and software. Certification such as CFP can enhance credibility, and strong analytical and communication skills are essential for the role.

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.

Can AI replace finance?

A Personal Finance Manager uses AI tools to analyze financial data, automate tasks, and provide insights, but AI cannot fully replace the human judgment, interpersonal skills, and ethical considerations essential in finance roles. AI enhances efficiency and accuracy but still requires oversight and strategic decision-making from finance professionals. Human expertise remains critical for complex financial planning, client interactions, and ethical considerations.
More about Personal Finance Manager jobs
What cities are hiring for Personal Finance Manager jobs? Cities with the most Personal Finance Manager job openings:
What are the most commonly searched types of Personal Finance jobs? The most popular types of Personal Finance jobs are:
What states have the most Personal Finance Manager jobs? States with the most job openings for Personal Finance Manager jobs include:
What job categories do people searching Personal Finance Manager jobs look for? The top searched job categories for Personal Finance Manager jobs are:
Personal Finance Manager jobs near you
Infographic showing various Personal Finance Manager job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, 1% Temporary, and 4% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $124,326 per year, or $59.8 per hour.
Personal Finance Literacy

Personal Finance Literacy

Lancaster Independent School District

Lancaster, TX

Other

Posted 18 days ago

Job description

Position Type:
Teacher - Middle School/Middle School - Personal Finance Literacy
Date Posted:
3/25/2026
Location:
Elsie Robertson Middle School
Date Available:
2026 - 2027 School Year
Closing Date:
until filled
Primary Purpose
Provide students with appropriate learning activities and experiences in the core academic subject area assigned to help them fulfill their potential for intellectual, emotional, physical, and social growth. Enable students to develop competencies and skills to function successfully in society.
Qualifications
Education/Certification
Bachelor's degree from accredited University
Valid Texas teaching certificate with required endorsements or related training and work experience
for certification waivers under the District of Innovation Plan (DOI)
Demonstrated competency in the core academic subject area assigned
[Physical Education Teachers: Current automated external defibrillator(AED) and cardiopulmonary resuscitation (CPR) certificate]
Special Knowledge/Skills
Knowledge of core academic subject assigned
Knowledge of curriculum and instruction
Ability to instruct students and manage their behavior
Strong organizational, communication, and interpersonal skills
Experience:
Student teaching, approved internship, or related work experience
View Full Job Description

Apply