Daily Money Manager for Seniors & Busy Professionals in MD and DC

Daily Money Manager for seniors & busy professionals with part-time, flexible hours in MD and DC

Are you a financially savvy person looking to take control of your work week with part-time, flexible hours?  Are you seeking challenging, rewarding work where you can make a real difference for your clients and their families — and grow into a leadership role over time? Look no further -- a great opportunity awaits!  

We are a team of 24 and we ease our clients’ financial stresses through organization and day-to-day financial management.  Everyday Money Management is the largest daily money management firm in the metro Washington, DC area providing personal financial management to seniors and busy professionals. We are looking to hire a Daily Money Manager to service clients in person in MD and DC, and remotely throughout the U.S. 

This is not an accounting job or an investment management job!  Please go to our website to learn about the type of financial work we do.

As a daily money manager, no two days - or clients - are alike. One day you might be helping a recent widow pay her bills. The next day you might be tracking expenses for a busy professional couple. The third day you might be locating and organizing tax documents to send to a CPA. The variety of the work allows you to establish a flexible work schedule that meets your needs.

We are a growing firm, and we invest in the people who join our team. As you build expertise and relationships with clients, there is a clear path to take on greater responsibility. High performers have the opportunity to mentor newer team members, take on a team lead role, and — for those with the ambition and aptitude — advance into management positions that shape the direction of our firm. If you are looking for a role where your hard work and initiative are recognized and rewarded, this is the place for you.

Please note that this position involves serving members of vulnerable groups, and involves close interaction with clients and their families and caregivers. 

You should:

- have great interpersonal skills and a desire to provide "financial care management" to seniors and busy professional clients,

- have the personal finance knowledge needed to guide your clients and to manage engagements independently, and

- be proficient in PC-based (Office 365) and web-based applications.

- have an interest in growing with the company — whether that means taking on a team lead role, helping to onboard and mentor new hires, or eventually moving into a management position as our team continues to expand.

This is a 25 hr/week job (minimum work requirement), weekday hours, serving clients in Montgomery County and DC. You MUST live in Montgomery County, MD or DC in order to qualify for this position. Our daily money managers serve some clients in person within a 30-minute drive from their home. Some work can be performed in your home office. 

Requirements

Must live in Montgomery County, MD or DC

Must be available to meet with clients during normal business hours of Mon-Fri from 9:00 am - 5:00 pm

Benefits

Flexible schedule

Some work from home

Annual Bonus

Paid Sick Leave

401K with company match

Health Reimbursement Arrangement (HRA)