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

NCSU

Budget and Finance Manager

Raleigh, NC · On-site

The Business Office in the College of Natural Resources has ultimate financial and human resources ... to enhance your personal and professional well-being. As you consider this opportunity, we ...

NCSU

Budget and Finance Manager

Raleigh, NC

The Business Office in the College of Natural Resources has ultimate financial and human resources ... to enhance your personal and professional well-being. As you consider this opportunity, we ...

Truist

Commercial Banker III

Raleigh, NC · On-site

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 ...

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

$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 ...

Pwc

FP&A Tech, Anaplan Director

Raleigh, NC

$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 ...

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.

First Bank

Personal Banker I

Fuquay Varina, NC · On-site

$16 - $19.50/hr

... financial needs assessment and recommending the most appropriate products and services that ... Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate ...

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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

Budget and Finance Manager

NCSU

Raleigh, NC • On-site

Full-time, Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

North Carolina State University rating

6.8

Company rating: 6.8 out of 10

Based on 33 frontline employees who took The Breakroom Quiz

458th of 618 rated colleges and universities

Job description

Posting Information
Posting Number PG194789EP Internal Recruitment No Working Title Budget and Finance Manager Anticipated Hiring Range Commensurate with education and experience ($86,000 - $96,000) Work Schedule Monday - Friday; 8AM - 5PM Job Location Raleigh, NC Department College of Natural Resources About the Department
The College of Natural Resources at North Carolina State University is a world leader in the sustainable use of natural resources. The College's comprehensive approach to teaching, research and service encompass the many and varied ways in which people's physical, economic and social needs are met through the wise use of natural resources.
The Business Office in the College of Natural Resources has ultimate financial and human resources responsibility for the College. This involves hundreds of projects and phases, and management of almost all funding types totaling annual expenditures of approximately $58 million.
Wolfpack Perks and Benefits
As a Pack member, you belong here, and can enjoy exclusive perks designed to enhance your personal and professional well-being. As you consider this opportunity, we encourage you to review our Employee Value Proposition and learn more about what makes NC State the best place to learn and work for everyone.

What we offer:
  • Medical, Dental, and Vision
  • Flexible Spending Account
  • Retirement Programs
  • Disability Plans
  • Life Insurance
  • Accident Plan
  • Paid Time Off and Other Leave Programs
  • 12 Holidays Each Year
  • Tuition and Academic Assistance
  • And so much more!

Attain Work-life balance with our Childcare benefits, Wellness & Recreation Membership, and Wellness Programs that aim to build a thriving wolfpack community.
Disclaimer: Perks and Benefit eligibility is based on Part-Time or Full-Time Employment status. Eligibility and Employer Sponsored Plans can be found within each of the links offered.
Essential Job Duties
The Budget and Finance Manager serves as the College of Natural Resources' central resource for budget planning, financial management, and fiscal strategy within the Dean's Office. Reporting to the Assistant Dean for Finance and Business, this role provides leadership and oversight for the college's complex portfolio of state, federal, trust, receipts, sales and service, and other funding sources. Working closely with college leadership, department business offices, Human Resources, Procurement, and Research Administration, the Budget and Finance Manager ensures sound financial stewardship while supporting informed decision-making across the college.
In this role, you'll help shape the college's financial direction by transforming complex financial data into meaningful insights that guide strategic decisions. You'll serve as a trusted advisor to administrators and departmental leadership, balancing long-term planning with day-to-day fiscal oversight while identifying opportunities to improve financial processes, strengthen internal controls, and support the college's academic, research and extension mission.
Key Responsibilities fall within the following functional areas.
Strategic Budget Planning & Financial Management:
  • Lead college-wide budget planning, forecasting, and financial analysis across multiple funding sources to support strategic and operational priorities.
  • Direct the development, monitoring, and reconciliation of college and departmental budgets, ensuring resources are allocated effectively and funding commitments are maintained.
  • Provide comprehensive financial reporting, projections, variance analyses, and recommendations that support executive decision-making.
  • Oversee budget structures, including Department IDs, projects, phases, and funding allocations, ensuring financial integrity and accurate budget administration.
Position Budget Management & Workforce Financial Planning:
  • Provide financial oversight of position budgets and recurring personnel commitments to ensure alignment between HR position funding and college financial plans.
  • Review and approve salary funding changes, personnel-related budget actions, and workforce funding requests while ensuring budget availability and compliance with funding source requirements.
  • Monitor personnel expenditures, vacancy funding, reserves, and future-year salary commitments to support workforce planning and fiscal sustainability.
  • Coordinate salary release funding and other personnel-related financial activities in partnership with the College Research Office.
Financial Oversight, Compliance & Business Operations:
  • Provide fiscal guidance to departmental business and personnel staff, promoting consistent financial practices and sound stewardship across the college.
  • Ensure compliance with federal, state, university, and college financial policies while maintaining effective internal controls and responsible use of institutional resources.
  • Exercise financial approval authority for budget revisions, journal activity, procurement transactions, and other financial actions within delegated authority.
  • Monitor financial activity to identify potential risks, resolve issues proactively, and ensure expenditures remain within authorized funding and spending guidelines.
Financial Leadership & Operational Excellence:
  • Serve as a strategic financial advisor to college leadership by interpreting fiscal data, evaluating financial impacts, and recommending practical solutions to complex budget challenges.
  • Lead continuous improvement initiatives that strengthen financial processes, enhance operational efficiency, and support consistent business practices across the college.
  • Foster collaborative relationships with campus partners, including Human Resources, Procurement, and Research Administration, to ensure coordinated financial and operational support.
  • Provide leadership and operational continuity for the finance function as delegated by the Assistant Dean for Finance and Business.
This role is ideal for someone who takes initiative, exercises sound judgment, responds quickly and communicates effectively communicates with confidence, and is committed to responsible stewardship of university resources while helping others succeed. If you are a strategic financial leader who enjoys solving complex challenges, building collaborative partnerships, has a passion for accuracy and turning data into informed decisions, we encourage you to apply. 

Other Responsibilities
In addition to the core responsibilities of this role, there will be occasional opportunities to take on additional duties. Some of those responsibilities include: 
 
  • Acting on behalf of the Assistant Dean for Finance and Business during periods of absence.
  • Developing or revising business practices and procedures as organizational or regulatory needs evolve.
  • Assisting with special financial analyses, projects, or initiatives assigned by college leadership.

This offers an opportunity to build on your skills, explore new areas, and gain a deeper understanding of the department's operations.

Qualifications
Minimum Education and Experience
Bachelor's degree with 12 credit hours of accounting coursework; or Associate's degree in Accounting; or Associate's degree in Business or related discipline with 12 credit hours of accounting coursework; or equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.
Other Required Qualifications
  • Extensive knowledge of business administration, budgeting, accounting, financial planning, budget development, and fiscal management principles
  • Demonstrated success developing, implementing, and evaluating administrative programs, financial processes, or business operations that improve effectiveness and support organizational goals.
  • Proven relationship-building skills that foster effective collaboration with faculty, staff, administrators, and campus partners to resolve complex issues and support sound financial decision-making.
  • Excellent written and verbal communication skills with experience presenting complex financial information and recommendations in a clear, concise manner to a variety of audiences.
Preferred Qualifications
  • Extensive experience in higher education finance, with broad knowledge of university funding models and the financial management of state, federal, trust, auxiliary, receipts, grants, contracts, and other funding sources.

Required License(s) or Certification(s)
N/A
Valid NC Driver's License required No Commercial Driver's License required No
Recruitment Dates and Special Instructions
Job Open Date 08/06/2026 Anticipated Close Date 8/19/2026; if posting is still active, we are accepting and reviewing applications. Special Instructions to Applicants
Candidates will be required to submit the following:

  • Cover letter: In your cover letter, please highlight your experience with financial management, budgeting, and account oversight, including the scope of responsibilities and types of accounts managed. Please also describe your experience advising faculty, students, or other stakeholders on financial and budget-related matters.
  • Resume
  • Contact information for three (3) professional references. (References will not be contacted without prior knowledge and approval of candidates.)
Position Details
Position Number 00109448 Position Type EPS/SAAO Full Time Equivalent (FTE) (1.0 = 40 hours/week) 1.0 Appointment 12 Month Recurring Mandatory Designation - Adverse Weather Non Mandatory - Adverse Weather Mandatory Designation - Emergency Events Non Mandatory - Emergency Event Department ID 150101 - College of Natural Resources EEO
NC State University is an equal opportunity employer. All qualified applicants will receive equal opportunities for employment without regard to age, color, disability, gender identity, genetic information, national origin, race, religion, sex (including pregnancy), sexual orientation, and veteran status. The University encourages all qualified applicants, including protected veterans and individuals with disabilities, to apply. Individuals with disabilities requiring disability-related accommodations in the application and interview process are welcome to contact 919-513-0574 to speak with a representative of the Office of Equal Opportunity.
If you have general questions about the application process, you may contact Human Resources at (919) 515-2135 or workatncstate@ncsu.edu.
Final candidates are subject to criminal & sex offender background checks. Some vacancies also require credit or motor vehicle checks. Degree(s) must be obtained prior to start date in order to meet qualifications and receive credit.
NC State University participates in E-Verify. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States.

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About North Carolina State University

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North Carolina State University (NCSU), located in Raleigh, NC, US, is a leading educational institution with a strong emphasis on research, academics, and public service. Established in 1887, NCSU operates in the education industry and endeavors to foster student success, and promote economic development by providing high-quality, affordable education, and conducting groundbreaking research across a variety of disciplines. With more than 100 majors, its academic offerings range from undergraduates to postgraduates along with doctoral studies - in various fields like engineering, natural resources, humanities, and social sciences. NCSU is firmly anchored on the core values of respect, responsibility, integrity, and innovation. Its mission is to create economic, societal, and intellectual prosperity for the people of North Carolina and the nation.

Industry

Colleges, universities, and professional schools

Company size

5,001 - 10,000 Employees

Headquarters location

Raleigh, NC, US

Year founded

1887

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