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
Staff WriterUnited States
Product DesignerSan Francisco, CA
Research Analyst (Contract)San Francisco, CA
Health Content StrategistSan Francisco, CA
Software Engineer InternSan Francisco, CA
See all 64 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.

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

Job TitleLocation
PR SpecialistNew York, NY
Office ManagerNew York, NY
PR/Marketing InternshipNew York, NY
Personal Finance WriterNew York, NY
Software DeveloperNew York, NY
See all 10 job postings

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

No current job openings.

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

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

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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