Careers in Personal Finance


Looking for an entry level job or internship in personal finance? Here's an overview of how to approach the search and a list of companies that might have entry level and internship opportunities that will interest you.

See companies with personal finance careers or search the latest personal finance jobs and internships.

Personal Finance Careers

Photo Credit: Flickr user Images_of_Money

Personal finance deals with the financial decisions of individuals or families. If you’re interested in a career in personal finance, there are many paths you can take depending on your interests.

If you’d like to help others personally with their finances, you could become an accountant, financial advisor, or financial planner. These careers involve a bachelor’s degree and additional study along with certification.

You can also work with a company that creates personal finance products–that is, products that help people manage their money, from everyday budgets to investments. You can work in product design and development, financial support, marketing, or sales. You’ll need a bachelor’s degree for just about all of these positions and an interest in the company’s mission.

Companies with Entry Level Jobs and Internships in Personal Finance

inDinero Logo

inDinero - inDinero is a San Francisco, CA based company that will "take care of your accounting, file your corporate tax returns, and manage your payroll.”

See the complete inDinero profile

Doorways to Dreams Fund Logo

Doorways to Dreams Fund - D2D Fund is an Allston, MA non-profit that is using innovative ideas to "increase the financial security and opportunity of low- and moderate-income households."

See the complete Doorways to Dreams Fund profile


NerdWallet - NerdWallet is based in San Francisco, CA and “empowers consumers to make better decisions about their personal finances, travel plans, health bills, or higher education.”

See the complete NerdWallet profile

Job TitleLocation
Commercial Lines Account ManagerDes Moines, IA
Assistant Assigning EditorSan Francisco, CA
WriterUnited States
Business RecruiterSan Francisco, CA
Assigning EditorSan Francisco, CA
See all 55 job postings

Bailard Logo

Bailard - Bailard is a Foster City, CA based “employee-owned investment firm that has served institutions and private investors for over forty years.”

See the complete Bailard profile

Job TitleLocation
Accounting ManagerFoster City, CA
See all 1 job postings

HelloWallet Logo

HelloWallet - HelloWallet is a Washington, DC. based company that offers a “financial wellness” tool designed with the help of behavioral economists.

See the complete HelloWallet profile

Job TitleLocation
Community Manager Fall InternWashington, DC
Quality Control EngineerWashington, DC
Product ManagerWashington, DC
Software EngineerWashington, DC
Senior Software EngineerWashington, DC
See all 9 job postings

Smart Asset Logo

SmartAsset - SmartAsset is a New York, NY based company that provides “all the information and analysis you need to make the best possible financial decisions.”

See the complete SmartAsset profile

Blueleaf Logo

Blueleaf - Blueleaf is a Cambridge, MA based company that provides super simple software that helps financial advisors more easily communicate information to clients.

See the complete Blueleaf profile

LearnVest Logo

LearnVest - LearnVest is based in New York, NY and helps women "live a richer life" by providing personal finance content and tools, and they're hiring.

See the complete LearnVest profile

Job TitleLocation
Mortgage Loan ProcessorSan Francisco, CA
UX ResearcherNew York, NY
Data AnalystNew York, NY
Product ManagerNew York, NY
Product DesignerNew York, NY
See all 23 job postings

Cardlytics Logo

Cardlytics - Now, you may want to consider sending some personally identifiable information to Cardlytics if you want to work for them.

See the complete Cardlytics profile

Job TitleLocation
Creative Design InternAtlanta, GA
Marketing AssociateAtlanta, GA
Sales PlannerAtlanta, GA
Product ManagerAtlanta, GA
Account ManagerAtlanta, GA
See all 24 job postings

Financial Engines Logo

Financial Engines - If you’re intrigued by what Financial Engines is doing with retirement investing, you should check out their Careers page.

See the complete Financial Engines profile

Swipely Logo

Swipely - You should check out jobs at Swipely. With the $7.5 million in financing they’re looking to add fresh talent to their team of industry veterans.

See the complete Swipely profile

No current job openings.

Blippy Logo

Blippy - Blippy is still in its early stages, so they aren’t very specific on their Jobs page. You'll have to reach out to them and tell them where you can add value.

See the complete Blippy profile

No current job openings.

BillShrink Logo

BillShrink - If BillShrink sounds like something that you’d like to be a part of, you should check out their Jobs page.

See the complete BillShrink profile

Job TitleLocation
Software Implementation EngineerRedwood City, CA
Senior Product ManagerRedwood City, CA
Senior Software EngineerRedwood City, CA
See all 3 job postings

Wayne Hummer Wealth Management Logo

Wayne Hummer Wealth Management - Wayne Hummer has a Wealth Manager Training and Development Program that looks like an awesome way for a new grad to break into the wealth management field.

See the complete Wayne Hummer Wealth Management profile

No current job openings.

Thrive Logo

Thrive - Thrive’s Jobs page says that they’re looking for Junior Software Engineers, so there’s a huge opportunity for you to help them build a point of differentiation.

See the complete Thrive profile

Check out the latest job and internship postings in personal finance.

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