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Personal Financial Manager Jobs (NOW HIRING)

U.S. Department of Defense (DOD)

$29.67/hr

A Bachelors degree in a related personal financial management discipline and three years experience that demonstrates knowledge of and skill to: serve as the responsible point of contact for ...

US Department of the Navy

$29.67/hr

A Bachelors degree in a related personal financial management discipline and three years experience that demonstrates knowledge of and skill to: serve as the responsible point of contact for ...

U.S. Marine Corps

PERSONAL FINANCIAL MGMT SPEC NF4

Yuma, AZ · On-site

$29.67 - $33.63/hr

Serves as Personal Financial Management (PFM) Specialist, responsible for the overall management of the installations comprehensive financial, consumer affairs services, and information and referral ...

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$25K

$98.1K

$171K

How much do personal financial manager jobs pay per year?

As of Jun 30, 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:
Personal Financial Manager jobs near you
PERSONAL FINANCIAL MGMT SPEC NF4

PERSONAL FINANCIAL MGMT SPEC NF4

U.S. Department of Defense (DOD)

$29.67/hr

Other

Posted 6 days ago

U.S. Department Of Defense rating

7.8

Company rating: 7.8 out of 10

Based on 529 frontline employees who took The Breakroom Quiz

25th of 46 rated military and defense

Job description

Marine Corps Community Services (MCCS) is looking for the best and brightest to join our Team! MCCS is a comprehensive program that supports and enhances the quality of life for Marines, their families, and others in the Marine Corps Community. We offer a team oriented environment comprised of military personnel, civilian employees, contractors and volunteers who keep the organization functioning smoothly and effectively.Qualifications:

MINIMUM QUALIFICATIONS:
A Bachelors degree in a related personal financial management discipline and three years experience that demonstrates knowledge of and skill to: serve as the responsible point of contact for oversight, development and administration of a personal financial management program to include management of program services: providing education and training, information and referral, and counseling on basic consumer skills and how to prudently manage finances with primary focus on prevention of financial difficulties and mismanagement through education; or an appropriate combination of education and experience that demonstrates possession of knowledge and skill equivalent to that gained above. Within two years of hire, obtain and maintain a nationally recognized financial counselor certification in accordance with policy. Current financial counselor certification, such as Accredited Financial Counselor (AFC), is preferred.

Knowledge of available consumer and community resources, organizations and materials to assist clients with financial problems. Knowledge of personal budget and financial management and accounting principles, procedures, and techniques. Skill in interpreting regulations and other written instructions on personal financial management and consumer education. Ability to perform personal financial analysis. Ability to interview personnel to obtain information needed to develop a personal budget. Knowledge of the theories and principles of consumer studies as well as financial counseling and techniques. Ability to work with creditors in negotiating acceptable repayment plans. Skill in providing direct services to individuals and families, including work with individuals in groups, based on a strong background in social service. Expertise in oral and written communication.

Education:Employment Type: OTHER

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