ZipRecruiter

Log In

1

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

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 ...

FHI 360

Finance Analyst III

Durham, NC · On-site

S/he provides financial management and guidance, conducts analyses of financial data, provides ... Personal Computer/Laptop, Microsoft applications (i.e., Office 365, SharePoint, Skype/Zoom/Teams ...

Pwc

FP&A Tech, OneStream Director

Raleigh, NC · On-site

$155K - $410K/yr

Industry/Sector Not Applicable Specialism Finance Management Level Director & Summary The ... personal and family sick leave, and more. To view our benefits at a glance, please visit the ...

New

Embark

Manager - Financial Advisory Services

Raleigh, NC

$140K - $160K/yr

We encourage our team to balance work with personal life. 95% of our employees feel they can take ... To be a good fit for our Manager - Financial Advisory role you will have: * 5+ years of experience ...

DuPont

Manager - Financial Advisory Services

Raleigh, NC · On-site

$140K - $160K/yr

We encourage our team to balance work with personal life. 95% of our employees feel they can take ... To be a good fit for our Manager - Financial Advisory role you will have: * 5+ years of experience ...

Life Time, Inc.

Personal Training Leader

Apex, NC · On-site

... General Manager in ensuring the department meets it overall financial targets. Job Duties/Responsibilities * Develops safe, professional, exciting and comprehensive personal training programs.

previous page

Showing results 41-60

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 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

Financial Analyst - Finance/Fuel

Circle K

Raleigh, NC

Full-time

Re-posted 27 days ago

Circle K rating

4.8

Company rating: 4.8 out of 10

Based on 1,378 frontline employees who took The Breakroom Quiz

35th of 47 rated convenience stores

Job description

Job Description:

Job Description Summary
Demonstrate thought leadership and be an Ambassador to Data Driven Finance /Fuel initiatives and an enabler for data-driven decision making. Analyze Finance/Fuel performance at the department, cluster, vendor, items and location level, including analyzing store, regional and business performance and metrics. Support Finance/Fuel Leadership Team in documenting BU level strategic decisions. Leverage available tools and reporting to provide timely insights on Finance / Fuel performance in a way that facilitates data-driven decision making. Organize, summarize, and visualize data into meaningful insights that communicate complex findings to non-analytical peers. Mechanize driving insights into actions by working with cross-functional partners to identify gaps and make recommendations to improve existing Finance/Fuel tools and processes. Use technical expertise to conceptualize and develop new, reusable tools, models, and approaches to provide out partners with insights and recommendations to meet business goals. Actively support Finance Manager on the annual Budget Planning Process. Join our Global Analytical network on data and analytics issues and share experiences with other Business Units. All other duties as assigned to achieve operation excellence in the business unit. Maintain professional and technical knowledge by attending educational workshops, reading professional publications, establishing personal networks; or participating in professional societies. Contributes to team effort by accomplishing determined Financial and Key results area targets pursuant to company plan guidelines. Analyze, research, correct fuel variances, partnering with Operations and Fuel Accounting.

Qualifications:

Bachelor's degree or foreign equivalent, in Mathematics, Computer Science, Engineering, Statistics, Business Analytics or a related subject area followed by 2+ years of work experience on data analysis. Computer skills in include navigational ability in a networked environment and proficiency in Microsoft Word and email applications. Intermediate to advanced skills in Microsoft Excel, Access and other data visualization platforms (Powe BI, Tableau). Experience in SQL/Enterprise Management Software (Longview) is a plus. Demonstrated ability to communicate effectively both verbally and in writing. Ability to manage multiple activities and prioritize projects and tasks. Demonstration of outstanding analytic skills, logical reasoning, data interpretation and the ability to resolve complex issues. Experience working with individuals from Different organizational functions and at different levels. Retail experience is an asset.

Physical Requirements:

The physical demands described here are representative of those that must be met by a n employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Complete physical activity inventory of the position includes:

  • Sit for long periods of time

  • Operate computer keyboard and mouse for date entry

  • View computer monitor

  • Hear and speak via telephone

  • Reach forward and/or overhead

  • Occasionally lift up to 20 pounds

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Working conditions inventory of the position includes:

  • The noise level in the work environment is usually moderate at a normal range.


Circle K is an Equal Opportunity Employer.
The Company complies with the Americans with Disabilities Act (the ADA) and all state and local disability laws.  Applicants with disabilities may be entitled to a reasonable accommodation under the terms of the ADA and certain state or local laws as long as it does not impose an undue hardship on the Company. Please inform the Company's Human Resources Representative if you need assistance completing any forms or to otherwise participate in the application process.

Click below to review information about our company's use of the federal E-Verify program to check work eligibility:

In English

In Spanish

What Circle K employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Circle K logo

About Circle K

Sourced by ZipRecruiter

Circle K Stores are owned by Alimentation Couche-Tard, the largest convenience store operator in Canada. We are recognized for our strong food service brands, Simply Great Coffee, and of course our icy cold, flavour abundant Frosters. Our innovative store design and merchandising is second to none.

Industry

Retail

Company size

10,000+ Employees

Headquarters location

Tempe, AZ, US

View All Circle K Jobs

Apply