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Personal Finance Manager Jobs in Reston, VA (NOW HIRING)

We are professionalizing the finance function and investing in the people, systems, and reporting ... We process personal information submitted as part of your application in accordance with the ...

Stay current on personal finance topics, financial wellness trends, and coaching best practices ... HubSpot CRM experience. * Strong organizational and time management skills in a remote or hybrid ...

Provide technical and financial guidance to managers, analysts, and customers on complex financial ... At Markon, we don't just offer jobs - we offer opportunities for personal and professional ...

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Personal Finance Manager information

See Reston, VA salary details

$43.7K

$129.3K

$175.8K

How much do personal finance manager jobs pay per year?

As of Aug 20, 2026, the average yearly pay for personal finance manager in Reston, VA is $129,343.00, according to ZipRecruiter salary data. Most workers in this role earn between $98,300.00 and $174,800.00 per year, depending on experience, location, and employer.

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 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.

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 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.

How much is a personal finance manager paid?

A personal finance manager's salary varies based on experience, location, and employer, but typically ranges from $50,000 to $120,000 annually. Senior or specialized managers with certifications like CFP may earn higher salaries, and some work on a commission or fee-based structure.

What are popular job titles related to Personal Finance Manager jobs in Reston, VA?

For Personal Finance Manager jobs in Reston, VA, the most frequently searched job titles are:

What job categories do people searching Personal Finance Manager jobs in Reston, VA look for?

The top searched job categories for Personal Finance Manager jobs in Reston, VA are:

What cities near Reston, VA are hiring for Personal Finance Manager jobs?

Cities near Reston, VA with the most Personal Finance Manager job openings:

Infographic showing various Personal Finance Manager job openings in Reston, VA as of August 2026, with employment types broken down into 82% Full Time, 17% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $129,343 per year, or $62.2 per hour.

Daily Money Manager for Seniors & Busy Professionals in N. Virginia and DC

Everyday Money Management

Fairfax, VA • On-site

$42/hr

Part-time

Medical, Retirement

Re-posted 29 days ago


Job description


Daily Money Manager for seniors & busy professionals with part-time, flexible hours in Northern Virginia and DC
Are you a financially savvy person looking to take control of your work week with part-time, flexible hours?Are you seeking challenging, rewarding work where you can make a real difference for your clients and their families? Look no further -- a great opportunity awaits!
We are a team of 24 and we ease our clients' financial stresses through organization and day-to-day financial management.Everyday Money Management is the largest daily money management firm in the metro Washington, DC area providing personal financial management to seniors and busy professionals. We are looking to hire a Daily Money Manager to service clients in person in Northern Virginia, DC, and remotely throughout the U.S. First, please go to our website to learn about the type of financial work we do.
As a daily money manager, no two days - or clients - are alike. One day you might be helping a recent widow pay her bills. The next day you might be tracking expenses for a busy professional couple. The third day you might be locating and organizing tax documents to send to a CPA. The variety of the work allows you to establish a flexible work schedule that meets your needs.
Please note that this position involves serving members of vulnerable groups, and involves close interaction with clients and their families and caregivers.
You should:
- have great interpersonal skills and a desire to provide "financial care management" to seniors and busy professional clients,
- have the personal finance knowledge needed to guide your clients and to manage engagements independently, and
- be proficient in PC-based (Office 365) and web-based applications.
This is a 25 hr/week job (minimum work requirement), weekday hours, serving clients in Northern Virginia. You MUST live in one of the Northern Virginia suburbs of DC in order to qualify for this position. Our daily money managers serve some clients in person within a 30-minute drive from their home. Some work can be performed in your home office.
Requirements
Must live in the Northern Virginia suburbs of DC
Proficiency using a PC
Microsoft Office 365 (especially Excel and Word)
Quicken or Quickbooks a plus
Benefits
Flexible schedule
Some work from home
Annual Bonus
Paid Sick Leave
401K with company match
Health Reimbursement Arrangement (HRA)