Part-Time Daily Money Manager

MINDFUL MONEY MANAGEMENT LLC•Potomac, MD

10d•$34 - $38•Hybrid

About The Position

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. 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.

Requirements

Reside in Montgomery County, Maryland, or Washington, D.C.
Able to drive within a 30-minute drive of your home
Valid driver’s license and auto insurance
Minimum availability of 25 hours per week
At least 5 years of professional experience
Strong organizational skills
Ability to work independently
Understanding of personal finance
Love using technology
Proficiency with Microsoft Excel and Word

Nice To Haves

Experience with financial software such as Quicken, Monarch or QuickBooks

Responsibilities

Creating and managing personal budgets
Organizing financial records
Preparing documentation for tax or legal purposes
Supporting clients through transitions such as retirement, disability, or caregiving