Daily Money Manager Financial Advocate

Job Description

Job Description

Are you looking for a part-time career where your knowlege of personal finance can directly improve the daily lives of others? We are seeking  professionals to join our small team of Daily Money Managers, also known as Financial Advocates, Financial Social Workers, Financial Caregivers and Personal Assistants. Serving seniors and others with disabilities across Montgomery County and Washington, D.C. We provide individual support that helps individuals with financial organization and safety. Learn more from our website Backgrounds in many areas including financial social work, finance, banking, investments, insurance, management, teaching and tutoring are helpful. 

This role is not about complex investment strategies or portfolio management. As a Daily Money Manager, you will making sure bills are paid on time, insurance claims are submitted, finances kept secure, and cash flow is positive. 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 a plus. Willingness to grow into a leadership role is a plus! 

Requirements: You must reside in Montgomery County, Maryland, or Washington, D.C., or within 20 minutes of Riderwood, 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 in a field requiring similar strengths.

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
- CEU's 

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.