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Personal Financial Manager Jobs in Texas (NOW HIRING)

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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 Sep 7, 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 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 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 Operations Manager

Moss Consulting

Dallas, TX • On-site

$40 - $55/hr

Part-time, Contractor

Re-posted 16 days ago

Job description

PERSONAL FINANCIAL OPERATIONS MANAGERDallas, TX (Remote-Open)   •   Part-Time   •   $40–$55/Hour, Based on Experience

A private family in the Dallas area is looking for a steady, detail-oriented professional to take charge of their personal finances — starting from scratch. There's no formal budget or system in place today, and the family's top priorities are getting organized, paying down debt, and landing on a sustainable budget they can stick to going forward. This is a hands-on, high-trust, build-it-yourself role for someone who genuinely enjoys bringing order to household finances and can be counted on to keep it all confidential.

Why You'll Love This Role
  • Meaningful, high-trust work directly supporting a family's financial peace of mind.
  • Flexible, part-time schedule that works around your existing commitments.
  • Remote-friendly, with occasional in-person availability in Dallas a plus.
  • A quiet, confidential environment — no sales pressure, no advisory obligations.
  • Competitive hourly pay, based on experience.
What You'll Do
  • Build a personal budget from the ground up and get the family fully organized, there's no formal system in place today.
  • Create and manage a debt payoff plan, tracking progress until it's paid off.
  • Manage day-to-day cash flow, bill payments, and account monitoring.
  • Build and maintain ongoing financial trackers and reporting tools the family can rely on long-term.
  • Work closely with the family's business CPA on where personal and business finances intersect.
  • Monitor accounts and flag anything that needs attention before it becomes a problem.
  • Keep all financial information strictly confidential.
Who You Are
  • Solid, hands-on bookkeeping or financial-operations experience including building budgets and debt payoff plans from scratch, not just maintaining existing systems.
  • Experience with QuickBooks and Monarch a plus; the family is open to your preferred tools and workflow.
  • Highly discreet. You understand the sensitivity of managing someone else's personal finances.
  • Organized, detail-oriented, and proactive about flagging issues early.
  • Able to work independently with minimal oversight once systems are in place.
  • Dallas-based preferred for occasional in-person meetings; open to strong remote candidates.
  • Successful completion of a background check is required prior to employment, given this role's direct access to sensitive financial information.
Compensation & Logistics
  • $40–$55/hour, based on experience.
  • Part-time; weekly hours to be finalized based on candidate availability and family needs.
  • Engaged as a 1099 independent contractor.
Interested?

If you'd enjoy bringing order and confidence to a family's financial life, we'd love to hear from you!