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

Akoya

Strategic Financial Institution Sales

Raleigh, NC · On-site

... personal financial data to third-party financial apps. If you are inspired and fascinated by ... Define and manage strong sourcing strategy, one that leverages available resources and effectively ...

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

Planright

Sales Agent (Insurance)

Raleigh, NC · On-site +1

$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

Plan Right

Sales Agent (Insurance)

Raleigh, NC · On-site

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

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

Socket.dev

Finance Manager- 2025791

Durham, NC · On-site

$70 - $90/hr

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.

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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 Sep 4, 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 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 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

Strategic Financial Institution Sales

Akoya

Raleigh, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago

Job description

Meet the future
Akoya is an API-based network backed by major financial institutions that creates a safer and more transparent way for people to safely send their personal financial data to third-party financial apps. If you are inspired and fascinated by innovative technology that solves complex, real-world problems, then join us as we transform how financial data is accessed and shared. Akoya offers a highly collaborative, fast-paced, and fun working environment and our team is comprised of diverse, creative, and driven professionals with expertise in the banking, securities, fintech, and data aggregation industries. We are an equal opportunity employer. Come join us and be part of this exciting journey - check out www.akoya.com for more information!
The Role
We're growing and need a sales leader to sell our services into financial institutions. As a key member of the Growth Team, we are looking for an experienced, strategic, high-energy, hands-on, results-oriented sales executive with a proven track record of institutional sales success. You will also be asked to form sales strategies to meet our client growth goals within our financial institutions' segment, all leading to strong product adoption and continuous revenue growth. You will be responsible for developing and executing a sales plan that leverages the application of a consistent approach to identifying and engaging with prospect decision-makers and effectively negotiating contracts. You will also act as a key contributor to the growth strategy of Akoya, building brand awareness and industry relationships. This job has the potential for serious impact and growth at a scaling company on an honorable mission!
As a Strategic Financial Institution Sales, you will:
Development and Execution of Sales Plan:
  • Build a high-quality pipeline through a strong prospecting strategy with structured sales activities that yield results
  • Present knowledgeably on all aspects of Akoya's product solutions and its relative value to prospective clients
  • Work across internal and external product, marketing, legal, risk, technology, customer success, operations, finance and procurement teams to execute agreements
  • Demonstrate knowledge of the Open Banking/Open Finance space, with understanding of client's business and how to add value to client's existing organizational objectives
  • Define and manage strong sourcing strategy, one that leverages available resources and effectively identifies sales opportunities with relative value to the Akoya offering
  • Proactively follow-up on leads, with structured sales activities that yield results, bringing prospects to next step in decision-making
  • Consistently define (and redefine) success factors for prospect decisions, with course correction as needed
  • Effectively apply sales methodology to negotiate and close deals that will positively impact Akoya's contribution margin
  • Detail all interactions in Salesforce

Consultative Selling:
  • Proactively consult to and engage prospect by gathering needs and wants, establishing credibility, recommending solutions and developing a contract that produces mutually beneficial results for Akoya and prospective client
  • Conduct prospect interviews with informed dialogue that demonstrates baseline understanding of prospect's business and enables us to further pinpoint potential value and determine appropriate solutions
  • Apply consistent approach to identifying and engaging with decision-makers at prospect organizations; demonstrate knowledge about the factors that influence these decision-makers

Business Development Strategy:
  • Increase the profile of Akoya within the industry; build and maintain relationships by partnering, understanding, anticipating and meeting their needs on a timely basis
  • Act as resource for marketing, product development, technology and client success teams by identifying new opportunities and reviewing the competitive landscape
  • Increase market awareness and enhance Akoya brand, by hosting and/or attending targeted industry events and conferences
  • Regularly provide feedback to Akoya leadership team on the market and competitive landscape in order to identify current and future business opportunities
Required Experience & Skills
  • Bachelor's degree required; advanced degree preferred
  • Requires experience with successfully selling into the banking/credit union, core/digital banking provider and broader financial services space
  • 10+ years of successful sales experience in an established technology startup or commercial B2B.
  • Proven track record with consultative sales and success with complex sales cycles
  • Exposure to software products and tools in the data management space.
  • Ability to travel up to 40% of the time.
Preferred Experience/Skills
  • Financial services institutional sales experience with a SaaS provider a strong plus
  • Data aggregation/data sharing experience a plus
  • Preferred experience in marketing/selling products and services as part of a commercial business
Additional Information
Our Commitment
Akoya is proud to be an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other legally protected status. We're committed to building an inclusive, welcoming workplace where people feel supported, respected, and empowered to do their best work.
We know that experience can come from many different paths. We value diverse perspectives and encourage candidates from all backgrounds to apply, even if they don't meet all of the qualifications. If you're excited about this role but don't meet every single requirement, we still encourage you to apply. You may be the right candidate for this role or another opportunity at Akoya.
Where We Work
Akoya is remote-first, with this role open to candidates currently located within commuting distance of Boston, MA, New York, NY, and Raleigh, NC. While our teams work primarily remote, we are building talent hubs in these locations to create opportunities for in-person collaboration, team connection, and professional development.
Compensation & Benefits
The expected base salary for this role is $140,000 to $180,000. The actual base salary offered takes into account the candidate's work location, relevant education, job-related knowledge, skills, and experience, among other factors. Base salary is one component of the total compensation package, which includes employer-subsidized medical, dental, and vision coverage, company-sponsored life insurance, 401(k) matching, flexible PTO, and paid parental leave. Some roles may be eligible for a performance-based bonus or commissions.
Candidates who receive offers must complete successful criminal background, drug, and credit screenings.
The actual base pay offered may take into account the candidate's work location, relevant education, job-related knowledge, skills, and experience, among other factors.
Hiring Range:
$140,000-$180,000 USD

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