Part-Time Daily Money Manager

Are you looking for a career where your financial acumen can directly improve the daily lives of others? We are seeking dedicated and highly skilled professionals to join our small but impactful team as Daily Money Managers. Serving seniors and others with disabilities across Montgomery County and Washington, D.C., we provide essential financial support that helps individuals maintain control over their daily financial lives.

This role is not about complex investment strategies or portfolio management. Instead, it is about delivering practical, compassionate, and consistent financial caregiving. See our website for more about what we do.

As a Daily Money Manager, you will serve as a trusted financial partner—offering clarity, structure, and empathy in everyday financial situations. Your responsibilities may include creating and managing personal budgets, organizing financial records, preparing documentation for tax or legal purposes, and supporting clients through transitions such as retirement, disability, or caregiving. 

We are a small, collaborative team of 4 professionals committed to excellence in both service and practice. We value integrity, kindness, and commitment to learning new things. Candidates must have strong organizational skills, ability to work independently, understanding of personal finance, and must love using technology. Proficiency with Microsoft Excel and Word is essential and experience with financial software such as Quicken, Monarch or QuickBooks is preferred.

To be eligible, you must reside in Montgomery County, Maryland, or Washington, D.C., and be able to drive within a 30-minute drive of your home. A valid driver’s license and auto insurance are required. Work is conducted during weekday hours (9:00 a.m. – 5:00 p.m.)in clients' homes and from your home, with a minimum availability of 25 hours per week. You must have at least 5 years of professional experience.

We offer a collegial environment where growth into a leadership position is encouraged! Opportunities for advancement are available based on performance and demonstrated dedication. Our team fosters a culture of mutual respect, continuous learning, and shared purpose.

Benefits include:

- Flexible scheduling with some of the work being remote

- Competitive compensation

- IRA with company match

- Meeting interesting people

 

This is more than a job—it is a meaningful opportunity to support individuals in achieving financial safety and peace of mind. If you are a compassionate, detail-oriented professional with a strong foundation in personal finance and a genuine desire to make a lasting difference in people’s lives, we invite you to apply.