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Personal Financial Manager Jobs in California (NOW HIRING)

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Personal Financial Manager information

See California salary details

$24.7K

$96.8K

$168.8K

How much do personal financial manager jobs pay per year?

As of Aug 11, 2026, the average yearly pay for personal financial manager in California is $96,818.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $111,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a personal financial manager?

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.

What does a personal financial manager do?

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 are the most commonly searched types of Personal Financial jobs in California? The most popular types of Personal Financial jobs in California are:
What are popular job titles related to Personal Financial Manager jobs in California? For Personal Financial Manager jobs in California, the most frequently searched job titles are:
What job categories do people searching Personal Financial Manager jobs in California look for? The top searched job categories for Personal Financial Manager jobs in California are:
What cities in California are hiring for Personal Financial Manager jobs? Cities in California with the most Personal Financial Manager job openings:
Personal Financial Manager jobs near you

Personal Financial Readiness Specialist

CNIC Careers

Coronado, CA

$85K/yr

Full-time

Posted 7 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 Naval Base Coronado.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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