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Personal Financial Manager Jobs in California (NOW HIRING)

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Personal Financial Counselor - Fresno, CA

Fresno, CA · On-site

$45K - $60K/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. Develops ...

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.

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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 Sep 2, 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 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 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 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 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 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 Advocate

Kinecta Federal Credit Union

El Segundo, CA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted yesterday

New

Job description

Kinecta Federal Credit Union is one of the nation’s leading Credit Unions. We recently expanded our Southern California operations to the East Coast and Northern California and are seeking Personal Financial Advocates to join our team. Kinecta has earned the prestigious award of Great Place to Work 2021 three years in the row. At Kinecta we help our members and employees fulfill their dreams. A place where community giving is celebrated and where diversity really counts. A place with a great future and a place for you!

Under general supervision of Mgr. Retail Service or Mgr. Asst Retail Services, perform duties related to member services and sales production; the development of Select Employer Groups and business expansion; act as a financial advocate to members; and perform related work as assigned. This position will also fulfill members’ needs, complete standard teller transactions accurately and provide information on all products and services to members in a timely, courteous, and efficient manner.

MINIMUM QUALIFICATIONS:

Knowledge, Skills, and Abilities:

  • Knowledge of features and benefits of Credit Union or Banking products and services to solicit, explain, and discuss with members. This information may be acquired through on-the-job and formal training programs.
  • Strong communication skills (written and orally)
  • Basic computer skills needed for accurate data entry of member and loan account information, and to create and revise general correspondence.
  • Effective interpersonal skills.
  • Strong cash handling/customer/member service skills.
  • Ability to analyze members’ financial needs and provide related information and/or data to demonstrate product and service benefits.
  • Ability to listen, observe and interpret people and situations.
  • Ability to analyze and solve problems.
  • Ability to interact with staff, members and others encountered in the course of work.
  • Ability to learn and apply new information or skills.
  • Ability to perform highly detailed work on multiple, concurrent tasks.
  • Ability to use math and apply mathematical reasoning and abstract statistical concepts.

 

Education, Training and Experience: 

Potential candidates for this position must meet the following requirements:

  • A minimum of two years of credit union or banking experience preferably at a financial institution.
  • 1–2-year experience in customer service and cash handling; or equivalent combination of education and experience.
  • One year of relevant professional-level work experience may be substituted for one year of required education.

 

If You: Are looking to join an organization that offers, then this is the position for you!

  • Competitive Salary Structures
  • Generous Incentive Plan
  • Excellent Career Development Opportunity
  • Medical, Dental, and Vision Insurance
  • Flexible Spending Account / Health Savings Account
  • Education Reimbursement / Student Loan Repayment
  • Generous Paid Time Off program
  • Company Matching 401k.
  • Generous Employee Discounts on Credit Union Services / Referral Bonus Programs
  • Rewarding Community / Volunteer programs
  • Employee Assistance Programs – EAP
  • Total Wellness Programs
  • Rideshare Programs
  • Onsite Employee Gym & Cantina at Headquarters


Disclaimer: 

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.