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Personal Financial Manager Jobs in Raleigh, NC (NOW HIRING)

World Relief

Finance Manager- 2025791

Durham, NC · Hybrid

Act as financial representative on the office leadership team * Oversee basic HR functions for ... Mature and personal Christian faith * Committed to the mission, vision, and values of World Relief

World Relief

Finance Manager- 2025791

Durham, NC · On-site

Act as financial representative on the office leadership team * Oversee basic HR functions for ... Mature and personal Christian faith * Committed to the mission, vision, and values of World Relief

WB Agency

Sales Agent (Insurance)

Raleigh, NC

$70K - $100K/yr

Conduct client interviews to gather personal, financial, and medical information for insurance ... Proficient in using CRM software and digital applications for client management. Work Environment

World Relief

Finance Manager- 2025791

Durham, NC · Hybrid

Act as financial representative on the office leadership team * Oversee basic HR functions for ... Mature and personal Christian faith * Committed to the mission, vision, and values of World Relief

Planright

Sales Agent (Insurance)

Raleigh, NC · On-site

$70K - $100K/yr

Conduct client interviews to gather personal, financial, and medical information for insurance ... Proficient in using CRM software and digital applications for client management. Work Environment

Fort Fisher Aquarium

Chief Financial Officer

Raleigh, NC · On-site

$130 - $150/hr

Manage all financial aspects of the ongoing relationship with the State of North Carolina. * Ensure ... Candidate Profile The ideal candidate will have the following professional and personal qualities ...

WB Agency

Sales Agent (Insurance)

Raleigh, NC · On-site

$70K - $100K/yr

Conduct client interviews to gather personal, financial, and medical information for insurance ... Proficient in using CRM software and digital applications for client management. Work Environment

Akoya

Strategy & Partnerships Manager

Raleigh, NC · On-site

$80K - $80K/yr

... personal financial data to third-party financial apps. If you are inspired and fascinated by ... The Role Akoya is seeking a Strategy & Partnerships Manager to report to the Head of Corporate ...

Truist

Commercial Banker III

Raleigh, NC

Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - III) should be differentiated based ...

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Showing results 21-40

All JobsPersonal Financial JobsPersonal Financial Manager JobsPersonal Financial Manager Jobs in Raleigh, NC

Personal Financial Manager information

See Raleigh, NC salary details

$24.3K

$95.4K

$166.2K

How much do personal financial manager jobs pay per year?

As of Aug 14, 2026, the average yearly pay for personal financial manager in Raleigh, NC is $95,359.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,900.00 and $109,400.00 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 popular job titles related to Personal Financial Manager jobs in Raleigh, NC?

For Personal Financial Manager jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Personal Financial Manager jobs in Raleigh, NC look for?

The top searched job categories for Personal Financial Manager jobs in Raleigh, NC are:

Personal Financial Manager jobs near you

Finance & Insurance Manager

Asbury Automotive Group

Durham, NC

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 24 days ago

Asbury Automotive rating

6.1

Company rating: 6.1 out of 10

Based on 84 frontline employees who took The Breakroom Quiz

99th of 151 rated car dealerships

Job description

Company Description

Crown Ford is seeking quality technicians primarily with Diesel and General Automotive experience. Any diagnostic technician committed to "Fix it right the first time" and properly diagnosing and repairing our fun and challenging product would be considered.


Job Description

Crown Honda of Southpoint, a subsidiary of Asbury Automotive Group, which is the 5th largest automotive retailer in the country with over 80 stores and over 29 brands, is currently looking for an Experienced Finance Manager!
We are looking for a driven Experienced Finance Manager to join us in supporting our sales staff, and assist us in building and representing the brand.
We can provide a highly competitive compensation plan that includes a base, plus commission and bonus pay, incentives from the manufacturer, along with the security of being a part of an award winning location and brand.
Job Responsibilities
Work directly with our employees and customers to develop relationships and help bridge disconnects in the sales process
Build rapport with customers to build a base of referrals to establish customer network
present finance and product options to customers
Maintain impeccable reputation with lenders
Produce & submit accurate paperwork for title work and to secure funding from finance sources in a timely manner
Meet monthly objectives
Adhere to all local and national regulations and work with sales management to ensure maximum profit
Work with service advisors to address customer inquiries with regard to warranty and service contracts


Qualifications
Job Qualifications
Current Auto Finance Experience Required
Be Able to Develop and Maintain Customer Relationships
Strong Computer Skills (Internet, MS Outlook, Dealertrack, ADP)
Must be able to present a proper menu presentation
Provide desk support when needed and work with management team
Deal with local and national bankers and manufacturer representatives
Understand tag and title laws; DMV
Working Knowledge of subprime finance
Qualified candidate is looking for an organization that will allow them to maximize their personal potential
Full-Time Benefits
Medical, Dental and Vision Insurance Available
401K Retirement
Flexible Medical Spending Accounts
Supplemental Life Insurance
Short Term and Long Term Disability Packages
Paid Vacation Time Off After 90 Days
Promotions from Within
*Paid Training
If you have experience in the following apply now! Banks, Lenders, ADP, Finance, Insurance, Tag, Title, DMV, Sales Person, Sales Consultant, Accounts Executive, Commissioned Sales, Auto Sales, Car Sales, Sales Management, Auto Business, Operations, F&I, Financial Services.
Apply Here: http://www.Click2Apply.net/jmqkkgr


Additional Information

Contact Person: Mark Clapp

Email Address: [email protected]

What Asbury Automotive employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Asbury Automotive

Sourced by ZipRecruiter

Asbury Automotive Group, based in Duluth, GA, US, is an eminent player in the automotive industry. Founded in 1995, it has evolved into one of the largest automotive retail and service companies in the US as featured on their website, asburyauto.com. Specializing in automotive dealership and related services, the company’s product line ranges across an extensive array of new and used vehicles, offering vehicle financing and insurance, as well as parts and service. Their mission is centered on enhancing the car ownership experience through a strategic blend of best-in-class results, operational excellence, and superior customer satisfaction.

Industry

Automobile dealers

Company size

10,000+ Employees

Headquarters location

Duluth, GA, US

Year founded

1995

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