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Personal Financial Manager Jobs (NOW HIRING)

Wellby

Personal Financial Advisor

Webster, TX

Meets with clients to gather, discuss, and understand personal financial information such as ... Provide regular feedback to the branch employees, credit union executives and sales manager ...

Magellan Health Services

$58K - $93K/yr

Provides personal financial counseling and management services directly to service members and their families. * Assists service members in establishing a spending plan for extended absences.

Valor Family Financial

Personal Financial Planner

$77K - $104K/yr

The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is ...

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$25K

$98.1K

$171K

How much do personal financial manager jobs pay per year?

As of Jul 21, 2026, the average yearly pay for personal financial manager in the United States is $98,103.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $112,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Personal Financial Manager, and why are they important?

To thrive as a Personal Financial Manager, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a degree in finance or accounting and relevant certifications like CFP or CPA. Familiarity with financial planning software, portfolio management systems, and tax preparation tools is typically required. Excellent interpersonal skills, trustworthiness, and the ability to communicate complex concepts clearly set top performers apart. These skills ensure you can build strong client relationships, develop effective financial plans, and help clients achieve their financial goals.

How does a Personal Financial Manager typically collaborate with clients to develop effective financial plans?

Personal Financial Managers work closely with clients to understand their financial goals, risk tolerance, and current financial situation. They conduct in-depth assessments, gather relevant financial documents, and facilitate open discussions to identify short- and long-term objectives. Collaboration is ongoing, with regular meetings to review progress, update plans based on life changes, and adjust investment strategies or budgeting as needed. This client-focused approach ensures that financial plans remain personalized and effective over time.

What is the difference between Personal Financial Manager vs Financial Advisor?

AspectPersonal Financial ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentPrivate clients, wealth management firmsFinancial institutions, independent practice
Employer & IndustryWealth management firms, banks, private clientsFinancial planning firms, banks, investment firms

Both roles involve financial planning and client advising, but Personal Financial Managers typically handle comprehensive wealth management for high-net-worth individuals, while Financial Advisors may serve a broader client base with a focus on investment and retirement planning. The roles often overlap, but the scope and client profile can differ.

What is a Personal Financial Manager?

A Personal Financial Manager is a professional who helps individuals and families manage their finances, create budgets, plan for retirement, and make informed financial decisions. They assess a client's financial situation, set achievable financial goals, and develop strategies for saving, investing, and debt management. Personal Financial Managers may also advise on tax planning, insurance needs, and estate planning, offering tailored advice to help clients achieve financial security and growth.
What cities are hiring for Personal Financial Manager jobs? Cities with the most Personal Financial Manager job openings:
What are the most commonly searched types of Personal Financial jobs? The most popular types of Personal Financial jobs are:
What states have the most Personal Financial Manager jobs? States with the most job openings for Personal Financial Manager jobs include:
Personal Financial Manager jobs near you

Personal Financial Readiness Specialist

CNIC Careers

Joint Base Pearl Habor Hickam, HI • On-site

$77K/yr

Other

Posted 19 days ago

Job description

This position is assigned to Commander, Navy Installations Command (CNIC), Fleet and Family Readiness Department (N9), Family Readiness Division (N91), Work and Family Life Branch (N911). Incumbent serves as the primary resource or as part of the team for the local installation Fleet and Family Support Center (FFSC) Personal Financial Management (PFM) Program for Joint Base Pearl Harbor Hickam.Qualifications:

Resumes must include information which demonstrates experience and knowledge, skills, and ability (KSAs) as they relate to this position. Applicants are encouraged to be clear and specific when describing their experience level and KSAs.
A qualified candidate possesses the following:

  • Must have at least one (1) year specialized experience in providing professional personal financial management services.
Education:This position does not have a positive education requirement.Employment Type: OTHER

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