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

... personal and professional development, thereby creating new pathways for growth. In this ever ... Identify key stakeholders, organizational improvement in financial management & operations, process ...

... personal and professional development, thereby creating new pathways for growth. In this ever ... KPMG is currently seeking a Manager to join our Structured Finance practice. Responsibilities

... personal and professional development, thereby creating new pathways for growth. In this ever ... Work on financial risk management advisory and audit engagements related to financial instrument ...

FinPath Financial Coach

Washington, DC · On-site

$65K - $68K/yr

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 ...

Showing results 21-40

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 Sep 9, 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.

Finance Manager - Patriot Harley-Davidson

Fairfax, VA • On-site

Patriot Harley-Davidson
Motor Vehicle Manufacturing • 51 - 200 employees

$140K - $200K/yr

Full-time

Re-posted 19 days ago


Job description

Job Title: Finance Manager
Department: Business/F&I
Supervisor: General Sales Manager and/or General Manager
Summary Description
Helping to provide credit for customers who want to purchase motorcycles. Structure deals that are in compliance with lender guidelines and the dealership policies, resulting in quick funding, and a high level of customer satisfaction and to uphold the highest ethical standards. Products to be sold include pre-paid maintenance, extended service plans, GAP, tire/wheel protection among others.
Duties & Responsibilities
  • Produce acceptable levels of revenue and profits for the dealership by selling Finance, Insurance, and Extended Service and Warranty programs to new and used motorcycle customers.
  • Establish and maintain good working relationships with finance sources, factory and other appropriate contracts.
  • Maintain files of active insurance and financial agencies.
  • Proactively recruit and maintain sources for other Finance and Insurance Products.
  • Meet or exceed monthly sales objectives and attain goals. Provide reports as requested.
  • Pursue a continuing programs of formal and informal education in the area of expertise to maintain, strengthen and broaden service. Join any relevant associations.
  • Submit paperwork to/obtain approval from finance sources on all finance deals.
  • Make a reasonable effort to convert cash deals to financed deals by selling the merits of financing versus paying cash.
  • Setup finance forecasting in conjunction with the sales department forecasting to achieve the desired percent of penetration and income. This is to be done on a monthly and quarterly basis.
  • Maintain a Finance & Insurance Logbook.
  • Establish and maintain procedures to ensure timely and proper completion of all related paperwork. Check paperwork for correct title, line information, taxes, etc.
  • Handle all Rate and Payment Quotations.
  • Act as a liaison to all departments in matters concerning Finance & Insurance.
  • Assists and supports overall company policies and procedures and supports the dealership's philosophy.
  • Able to work cross-functionally with all departments with an emphasis on the Sales Department and Service Department.
  • Institute and employ a feature/benefit selling methodology so that all customers receive consistent treatment.
  • Ensure that the delivery of any new or used motorcycle is a "custom experience" that will create a customer for life.
  • Contact customers using mailing lists, tickler files, and personal follow-up to encourage additional sales and ensure customer satisfaction.
  • Demonstrates commitment to the Dealership's Mission Statement and Core Values and acts as a role model to the other Dealership Employees.
  • Handle customer complaints quickly and courteously, demonstration empathy, a positive attitude and our commitment to "making things right".
  • Perform other related duties as assigned or requested.

Supervisory Responsibilities
  • None

Qualifications & Job Requirements
  • Confidence in ability to be successful.
  • Great attitude and outstanding work ethic.
  • Ability to work well in a process driven environment.
  • Self-starter and self-motivated.
  • Adhere to a standard of professional ethics and be respectful to customers.
  • Be knowledgeable of state regulations regarding finance and the Fair Credit Reporting Act.
  • Structure deals in accordance with lender and dealership guidelines.
  • Have a strong menu presentation and use the 300% rule at all times.
  • Disclose financial information to customers.
  • Maintain good lender relations and evaluate new lender programs.
  • Prepare weekly and monthly reports as requested by management.
  • Must be computer literate and proficient with Microsoft Office Suite, along with general email/internet.
  • Experience using various Google Drive applications to include but not limited to Google Sheets and Google Docs a plus.
  • 2 years Finance and Insurance experience preferred.

Physical Demands
  • Requires the use of both hands.
  • Frequently works on a computer in a typical office environment.

Working Conditions
  • The noise level in the work environment is usually loud.
  • Potential exposure to battery acid, gasoline, chemical cleaning materials or other toxic materials commonly found in a motor vehicle service department.
  • Occasionally exposed to exhaust fumes or other airborne particles.

In addition to the outlined essential job functions, the employee is required to complete all additional tasks assigned by his/her supervisor, as the supervisor sees fit for the position. Failure to comply will result in immediate discipline at the discretion of dealership management.
I have read and understand the duties, responsibilities and qualifications of this position and acknowledge that I can perform the essential functions of the job with or without an accommodation.