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Personal Financial Manager Jobs in Texas (NOW HIRING)

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 ...

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 ...

MSCCN

Personal Financial Counselor - Dallas, TX

Dallas, TX · 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 ...

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Personal Financial Manager information

See Texas salary details

$23.3K

$91.4K

$159.3K

How much do personal financial manager jobs pay per year?

As of Aug 11, 2026, the average yearly pay for personal financial manager in Texas is $91,398.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,900.00 and $104,800.00 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 Texas? The most popular types of Personal Financial jobs in Texas are:
What are popular job titles related to Personal Financial Manager jobs in Texas? For Personal Financial Manager jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Personal Financial Manager jobs in Texas look for? The top searched job categories for Personal Financial Manager jobs in Texas are:
What cities in Texas are hiring for Personal Financial Manager jobs? Cities in Texas with the most Personal Financial Manager job openings:
Personal Financial Manager jobs near you

Personal Financial Advisor

Wellby

Webster, TX • On-site

Full-time

Life, Retirement

Re-posted 15 days ago

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Duties/Responsibilities:
  • Experience with high quality service standards in all interactions with members, personal and all departments within the Credit Union
  • Educate members and credit union employees on investment products and services through seminars, branch trainings and other scheduled events.
  • Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other information necessary for financial planning.
  • Assesses clients' financial objectives, assets, liabilities, cash flow, insurance coverage, and tax status.
  • Based on analysis of financial data, develops strategies and plans to help clients meet financial goals.
  • Effectively communicate information about the risks, attributes, features and benefits of investment products and services.
  • Monitors plan performance for clients; realigns and redistributes funds to maintain objectives.
  • Develop and execute a systematic approach to verbal and written client communication (min 7 contacts per year).
  • Provide regular feedback to the branch employees, credit union executives and sales manager regarding sales practices and business development initiatives.
  • Drive investment and credit union integration initiatives, e.g. Retail Experience training, seminars, Retail team focus days, etc.
  • Refer and Cross sell Credit Union products and services the member has an immediate need for at this moment in time.
  • Maintains knowledge of new and emerging investment trends and opportunities.
  • Builds additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate.
  • Performs other related duties as required.
Required Skills/Abilities:
  • Excellent verbal and written communication skills.
  • Excellent interpersonal and customer service skills.
  • Extensive knowledge of financial markets and investment strategies.
  • Excellent organizational skills and attention to detail.
  • Strong analytical and problem-solving skills.
  • Proficient with Microsoft Office Suite or related software.
Minimum Requirements:
  • Bachelor's degree in Business or related field preferred.
  • Two years of related experience preferred.
  • License to sell at least one financial product (Series 6, Series 7, Series 63 and Series 65, state insurance license, etc.) preferred, but not required.
Preferred Requirements:
  • Professional industry designations are preferred including CFP, ChFC, CLU, etc.
  • Knowledge of a wide array of brokerage/banking products and services.
  • Proficient in fee-based Investment Advisory accounts including wrap accounts, SMA's, professionally managed solutions, mutual funds, ETF's, UIT's and structured investment products.
  • Fixed and Variable Annuities, Life Insurance, and Long-Term Care Insurance
  • Small Business Retirement plans including 401k's, Individual 401K's, SEP's, and SIMPLE IRA's
Physical Requirements:
  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

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