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Personal Finance Manager Jobs (NOW HIRING)

Kirby-Smith Machinery, Inc.

Finance Manager

Tulsa, OK · On-site

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.

Cardone Ventures

Finance Manager

Scottsdale, AZ · On-site

$90K - $120K/yr

The Finance Manager role plays a critical role in financial performance analysis, process ... ABOUT CARDONE VENTURES Our mission is to help business owners achieve their personal, professional ...

Hawk Volkswagen of Monroeville

Finance Manager

Pittsburgh, PA · On-site

$100K - $200K/yr

EXPERIENCED Automotive Finance Manager Hawk of Monroeville is looking for its next Automotive ... Paid Vacation and Personal Day * Life Insurance provided by Employer * Employee Assistance Program ...

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Kirby-Smith Machinery, Inc.

Finance Manager

Dallas, TX · On-site

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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Personal Finance Manager information

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$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:
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, 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.

Finance Manager

Kirby-Smith Machinery, Inc. - Ft. Worth, TX

Fort Worth, TX

Other

Medical, Dental, Vision, Retirement, PTO

Posted 27 days ago

Job description

Who We Are

Kirby-Smith Machinery, Inc. is a leading distributor of heavy equipment and cranes in the central United States. We are at the forefront of today's construction industry growth and have several exciting job opportunities for talented, energized professionals across the region who want to join our #WeAre1KirbySmith family!

Finance Manager Benefits 

  • Comprehensive benefits package (including medical/dental/vision)
  • 401K Plans with Company Match
  • Generous PTO Package/Paid Holidays
  • Short/Long Term Disability
  • Growth Opportunities
  • Paid Training
  • Family Owned and Operated
  • Health and Wellness

Finance Manager Position Purpose 

The Finance Manager is responsible for assisting customers with financing options.

Finance Manager Essential Functions

Communicates and supports the Kirby Smith vision and core values of One Mission, One Team, One Plan, One Goal

  • Works with Territory Managers and customers to obtain financing for the purchase of equipment
  • Provides customers with financing options and assists in defining the best solution
  • Collects and submits all information to the financial institution(s) to facilitate financing for customers.
  • Provides all financial information collected on Kirby-Smith customers to the Credit Department to inform their decisions on our unsecured credit exposure
  • Identifies, establishes, and cultivates relationships with customers. When necessary, leverage the relationship to coach customers to improve their financing position
  • Cultivates and maintains relationships with Branch Managers, Sales Managers, and Territory Managers to ensure effective communication and optimum use of finance expertise
  • Obtains and maintains knowledge of available financing options and the current competitive market environment. i.e., rates
  • Obtains and maintains knowledge of all internal financing options, special programs, and promotions, i.e., Komatsu financial programs, as well as the requirements for filing documents specific to the financial institution, such as credit applications, etc.
  • Maintains relationships with financial institutions. Attends vendor functions for self-education and current industry trends
  • Coordinates with Sales Managers on RPO conversions with funding options
  • Conducts periodic training in financial merchandising with sales representatives
  • Performs other job-related duties as assigned
  • Ensures consistent and reliable on-site attendance

Finance Manager Minimum Qualifications

  • Bachelor’s degree in business administration, Finance, or Accounting preferred. Experience may be considered in place of formal education
  • Five (5) years of related experience
  • Proficient with Microsoft Office - Word, Excel, PowerPoint, Outlook, and various web-based applications
  • Exceptional Interpersonal skills and excellent communication skills

Finance Manager Physical Requirements

  • Pushing/Pulling/Lifting/Carrying up to 20 pounds without assistance
  • Sitting long periods
  • Driving (local/long distance)
  • Ability to adhere to personal protective equipment (PPE) policy

This is a safety-sensitive position.

We are an equal opportunity employer and prohibit discrimination and harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. 

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