1

Personal Finance Manager Jobs (NOW HIRING)

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 ...

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

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

Finance Manager Competencies: * Ownership - Takes personal responsibility for their work, commitments, actions, and the results that follow. * Customer Focus - Understands who their external and ...

Finance Manager

Milford, OH · On-site

$80K - $90K/yr

Finance Manager Competencies: * Ownership - Takes personal responsibility for their work, commitments, actions, and the results that follow. * Customer Focus - Understands who their external and ...

Finance Manager

Milford, OH · On-site

$80K - $90K/yr

Finance Manager Competencies: * Ownership - Takes personal responsibility for their work, commitments, actions, and the results that follow. * Customer Focus - Understands who their external and ...

next page

Showing results 1-20

Personal Finance Manager information

See salary details

$42K

$124.3K

$169K

How much do personal finance manager jobs pay per year?

As of Jul 5, 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 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.

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.
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:
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, 92% Full Time, 1% Part Time, and 6% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $124,326 per year, or $59.8 per hour.
Personal Finance Teacher

Other

Posted 12 days ago


Job description

Position Summary

The High School Personal Finance Teacher is responsible for providing engaging, standards-based instruction in Personal Financial Responsibility to students in grades 9-12. The teacher equips students with the knowledge and skills necessary to make informed financial decisions regarding budgeting, banking, credit, taxes, insurance, investing, debt management, and career planning. Instruction shall be aligned with Indiana Academic Standards and the Indiana Personal Financial Responsibility course requirements while preparing students for postsecondary success and financial independence.


Essential Duties and Responsibilities

The Personal Finance Teacher shall:

  1. Develop and deliver lessons aligned to Indiana Personal Financial Responsibility standards and district curriculum.
  2. Teach students financial literacy concepts, including:
    • Budgeting and money management
    • Savings strategies and emergency funds
    • Banking and financial institutions
    • Checking and savings accounts
    • Credit reports and credit scores
    • Debt management
    • Consumer loans and loan applications
    • Interest rates and interest calculations
    • Insurance principles
    • Income taxes and tax preparation
    • Retirement planning
    • Investments and wealth building
    • Contracts and consumer rights
    • Financial decision-making and goal setting

These content areas are specifically required under Indiana law for Personal Financial Responsibility instruction.

  1. Provide students with authentic learning experiences through:
    • Simulated budgeting activities
    • Investment and savings projects
    • Career and salary exploration
    • Tax preparation exercises
    • Banking simulations
    • Consumer finance case studies
  2. Use instructional technology and digital resources to enhance student engagement and financial literacy skills.
  3. Assess student progress using formative and summative assessments and maintain accurate records of grades and attendance.
  4. Differentiate instruction to meet the academic, social, and emotional needs of diverse learners.
  5. Establish and maintain a positive classroom environment that promotes responsibility, respect, and academic achievement.
  6. Collaborate with counselors, administrators, and other teachers to support Graduation Pathways and college and career readiness initiatives.
  7. Participate in professional development and remain current on changes to Indiana Academic Standards and financial literacy requirements.
  8. Communicate regularly with students, parents, and staff regarding student progress and classroom expectations.

Required Knowledge and Skills

The successful candidate will demonstrate:

  • Strong knowledge of personal finance and financial literacy principles
  • Understanding of Indiana Academic Standards for Personal Finance
  • Knowledge of budgeting, taxes, credit, banking, insurance, and investing
  • Effective classroom management skills
  • Strong oral and written communication abilities
  • Ability to integrate technology into instruction
  • Ability to analyze student achievement data and adjust instruction accordingly

Education and Certification Requirements

Required:

  • Bachelor's degree from an accredited institution.
  • Valid Indiana Teaching License.
  • Appropriate Indiana secondary licensure in one of the following areas:
    • Business Education
    • Economics
    • Mathematics
    • Family and Consumer Sciences
    • Other content area approved by the Indiana Department of Education for Personal Financial Responsibility instruction.

Preferred:

  • Master's degree in Education, Business, Finance, Economics, or related field.
  • Experience teaching financial literacy or business courses at the secondary level.

Physical Requirements

The employee must be able to:

  • Stand and walk for extended periods.
  • Lift instructional materials weighing up to 25 pounds.
  • Operate computers and classroom technology.
  • Communicate effectively with students, staff, and parents.

Work Environment

The work environment is primarily a classroom setting with exposure to:

  • Standard school noise levels.
  • Frequent interaction with students, parents, and staff.
  • Use of instructional technology and digital learning platforms.

Course Standards Alignment

This position supports Indiana's requirement that all school corporations provide Personal Financial Responsibility instruction as a separate course addressing:

  • Money management and banking
  • Debt management
  • Savings and investment accounts
  • Income taxes
  • Insurance
  • Credit and credit scores
  • Loan applications
  • Interest calculations
  • Consumer contracts

Additionally, Indiana requires students in the graduating cohorts beginning in 2028 and beyond to successfully complete Personal Financial Responsibility instruction as part of graduation requirements. 

Required Testing                                                    Certificates & Licenses

  • Drug Test

  • See Above

  • Pre-placement Medical Exam

 

Continuing Educ./Training                                   Clearances

  • See Above

  • Fingerprinting/Background Clearance