Careers in Personal Finance

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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

DaveRamsey Logo

DaveRamsey - The Lampo Group is Dave Ramsey's Brentwood, TN based company that provides "biblically based, common-sense education and empowerment" with a focus on finance.

See the complete DaveRamsey profile



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


No current job openings.

Tree.com Logo

Tree.com - Tree.com is a Charlotte, NC based company that aims to be the place “where good decisions start” whether you're buying a home, new car, or college education.

See the complete Tree.com profile


Job TitleLocation
Rock Star!United States
Front-end DeveloperCharlotte, NC
Sales Operations AnalystCharlotte, NC
Contract PhotographerCharlotte, NC
Operations SpecialistCharlotte, NC
See all 12 job postings

NerdWallet

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
Marketing Analyst/AssociateSan Francisco, CA
Economics WriterSan Francisco, CA
Copy Desk ChiefSan Francisco, CA
Research RecruiterSan Francisco, CA
Front Office CoordinatorSan Francisco, CA
See all 32 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


No current job openings.

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
Behavioral ResearcherWashington, DC
User ResearcherWashington, DC
Product ManagerWashington, DC
Quality Control EngineerWashington, DC
Software EngineerWashington, DC
See all 8 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








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
Media AnalystAtlanta, GA
Data AnalystAtlanta, GA
Vice President, TalentAtlanta, GA
Associate Account ManagerAtlanta, GA
Account ManagerAtlanta, GA
See all 37 job postings

The Financial Clinic Logo

The Financial Clinic - The Financial Clinic has a ton of resources and partnerships to help them focus their programs, but the real work is done through their Fellowship Program.

See the complete The Financial Clinic profile



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



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
Senior Product ManagerRedwood City, CA
Software Implementation EngineerRedwood 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



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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