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Personal Finance Manager Jobs (NOW HIRING)

Lake Ford

Finance Manager

Milwaukee, WI

Professional personal appearance and extraordinary verbal/written communication skills * Expertise ... Lake Finance Managers earn above average pay compared to other dealerships in Wisconsin * Family ...

Magellan

Finance Manager

Corona, NY

$125K - $135K/yr

We know that personal development is fundamental to the success of every individual and invest in ... Manage the Finance, Costing, Payroll, IT, and Office Clerical functions for the division * Weekly ...

Magellan Aerospace Corporation

Finance Manager

Corona, NY · On-site

$125K - $135K/yr

We know that personal development is fundamental to the success of every individual and invest in ... Manage the Finance, Costing, Payroll, IT, and Office Clerical functions for the division * Weekly ...

INFINITI of Memphis

Finance Manager

Bartlett, TN · On-site

Automotive Finance Manager accurately desks deals, submits deals to lenders for approval, makes ... Professional personal appearance & excellent communication skills. * Basic MS Office knowledge ...

PALFINGER

Finance Manager

New Iberia, LA · On-site

With us, you can expect a dynamic working environment full of opportunities for personal and ... We are searching for an experienced and strategic Finance Manager to lead financial planning ...

Magellan

Finance Manager

Corona, NY · On-site

$125K - $135K/yr

We know that personal development is fundamental to the success of every individual and invest in ... Manage the Finance, Costing, Payroll, IT, and Office Clerical functions for the division * Weekly ...

University at Buffalo

Finance Manager

Buffalo, NY · On-site

$80K - $87K/yr

There are personal rewards including comprehensive health and retirement plan options. We also ... Experience in research administration or post-award financial management, preferably in a higher ...

INFINITI of Memphis

Finance Manager

Bartlett, TN

Automotive Finance Manager accurately desks deals, submits deals to lenders for approval, makes ... Professional personal appearance & excellent communication skills. * Basic MS Office knowledge ...

INFINITI of Memphis

Finance Manager

Bartlett, TN · On-site

Automotive Finance Manager accurately desks deals, submits deals to lenders for approval, makes ... Professional personal appearance & excellent communication skills. * Basic MS Office knowledge ...

INFINITI of Memphis

Finance Manager

Bartlett, TN

Automotive Finance Manager accurately desks deals, submits deals to lenders for approval, makes ... Professional personal appearance & excellent communication skills. * Basic MS Office knowledge ...

Family Care Network

Finance Manager

Bellingham, WA · On-site

$87K - $129K/yr

Finance Manager Location : Administrative Office Meridian - Finance Department (on-site) City ... Paid Time Off (PTO) and Extended Illness Bank (EIB) to support your vacation, health, and personal ...

INFINITI of Memphis

Finance Manager

Bartlett, TN · On-site

Automotive Finance Manager accurately desks deals, submits deals to lenders for approval, makes ... Professional personal appearance & excellent communication skills. * Basic MS Office knowledge ...

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Personal Finance Manager information

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How much do personal finance manager jobs pay per year?

As of Aug 15, 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 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 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.
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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?

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What states have the most Personal Finance Manager jobs?

States with the most job openings for Personal Finance Manager jobs include:

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Personal Finance Manager jobs near you
Infographic showing various Personal Finance Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $124,326 per year, or $59.8 per hour.

Finance Manager

Lake Ford

Milwaukee, WI

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 26 days ago

Job description

Lake Auto Group is looking for a Finance Manger to join our team! (GREAT PAY, ONLY OPEN UNTIL 7PM M-F and DEMO OFFERED!!)
 
Responsibilities

  • Provide recommendations and assistance to customers in order to arrange the financing of their purchases. Present customers with additional product offerings to enhance their vehicle and ownership experience.
  • Ensure sales are structured to produce the highest profitability.
  • Maintains proficiency and certifications as required for the position.
  • Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals.
  • Ensure every deal is fully aligned with local, state and federal guidelines.
  • Prepares paperwork, contracts and delivers deals.
  • Accurately audit team deals Post-Sale and deeply analyze for improvements.
  • Guarantee the expeditious funding of all contracts.

Qualifications

  • Eagerness to improve
  • College degree preferred or equivalent experience
  • Knowledge of dealership finance and insurance procedures
  • Proficient at structuring deals for maximum profitability
  • Well-versed in title laws and registration process
  • Professional personal appearance and extraordinary verbal/written communication skills
  • Expertise in negotiation and presentation skills
  • Valid driver’s license

Benefits

  • Medical Plan
  • Dental Plan
  • Vision Plan
  • 401(K) Plan
  • Promote from Within
  • Partners In Our Community
  • Top Rated Dealer recognized by Car Gurus
  • Annual Employee Appreciation Events


What Lake Chevrolet has to offer a Finance Manager:

  • NO LATE NIGHTS...our sales floor closes at 7pm during the week
  • NO EARLY MORNINGS...our sales floor opens at 9am 
  • Lake Finance Managers earn above average pay compared to other dealerships in Wisconsin
  • Family friendly, flexible work schedule...45 to 50 hours a week
  • Company Vehicle (DEMO) and automobile insurance provided
  • Health / Dental / Vision Insurance...we contribute over 50% of your premium cost
  • Paid Time Off (PTO)