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Personal Financial Manager Jobs (NOW HIRING)

Federal Guardian

Personal Financial Counselor

Otis, MA · On-site

$65K - $75K/yr

Provide personal financial counseling and management services directly to adults, children, and youth of service members. * Provide individualized financial counseling and assistance to service ...

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.

Wellby

Personal Financial Advisor

Webster, TX · On-site

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 ...

Valor Family Financial

Personal Financial Planner

$70K/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 ...

NYL-Jian Guan

Personal Financial Planner

Tampa, FL · On-site

$120K/yr

... CRM systems, and financial planning software is essential • Superior customer service skills ... Spanish, Portuguese, Chinese, Vietnamese, and Korean • Success as a financial planner, personal ...

NYL-Jian Guan

Personal Financial Planner

Tampa, FL · On-site

$120K/yr

Spanish, Portuguese, Chinese, Vietnamese, and Korean • Success as a financial planner, personal financial advisor, or financial consultant is desired • Bank Manager, Relationship Banker, Mortgage ...

Foster Klima

Personal Financial Planner

Bismarck, ND · On-site +1

$80K - $105K/yr

Our firm is rapidly expanding, and we are currently looking for a new full time Personal Financial ... wealth management to help clients achieve their monetary goals. Successful financial planning is ...

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How much do personal financial manager jobs pay per year?

As of Jun 6, 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 Counselor

Personal Financial Counselor

Ladgov Corporation

Salem, OR • On-site

Full-time

Posted 6 days ago

Job description

Job Title: Personal Financial Counselor

Location: Salem, Oregon (Anderson Readiness Center & various military locations statewide)

Key Responsibilities

  • Provide personal financial counseling and education to service members and their families

  • Assist clients with budgeting, debt reduction, and financial planning

  • Educate clients on credit, interest rates, and responsible financial management

  • Provide referrals to financial resources, military aid programs, and support services

  • Conduct follow-ups on urgent financial cases within required timelines

  • Deliver outreach, workshops, and financial education sessions

  • Maintain awareness of federal, state, and military financial programs and resources

  • Ensure all counseling is confidential and compliant with policies and regulations

  • Submit required reports and documentation, including client contact records

Schedule

  • Core hours:

    • Monday–Friday: 0800–1630

  • Flexible schedule required to support:

    • Client meetings

    • Outreach events

    • Workshops and briefings (may occur outside core hours)

  • Work performed:

    • Primarily at Anderson Readiness Center (Salem, OR)

    • Additional travel to military sites across Oregon as needed

  • Telework may be authorized with approval

Qualifications

  • Bachelor’s degree from an accredited institution

  • One of the following certifications:

    • Certified Financial Planner (CFP®)

    • Chartered Financial Consultant (ChFC®)

    • Accredited Financial Counselor (AFC®)

  • Strong knowledge of personal finance, budgeting, and debt management

  • Familiarity with military financial systems and benefits (e.g., BRS, TSP, SGLI)

  • Ability to provide professional, ethical, and unbiased financial guidance

  • Strong communication and interpersonal skills

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About LADGOV

Sourced by ZipRecruiter

Ladgov Corporation is a Small business headquartered in Williamsburg, VA. We provide solutions to our clients in the U.S and around the globe. Ladgov’s Capabilities span from providing Public Health services in Biomedical Engineering, Bio-Pharmaceutical Research to IT & Cyber Security Solutions, Project Management, Data Analytics as well as Religious Services, Facility Management, Education Support services, and Infrastructure Management Services. LADGOV Corporation is dedicated to supporting its customers both in the private and federal space by fulfilling its commitment to each requirement and achieving exceptional results. Our staff uses modern cutting-edge technology to provide the best solutions to your mission needs. Satisfaction guaranteed!

Industry

Professional, scientific, and technical services

Company size

11 - 50 Employees

Headquarters location

Williamsburg, VA, US

Social media

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