At Everyday Money Management, we are always on the lookout for passionate and excited team members to support our clients. If you have experience as a daily money manager and are interested in joining our team, please send your resume and a cover letter detailing your background and why you think you’d be a great fit for our team to firstname.lastname@example.org.
New to daily money management and interested in exploring a career as a DMM? Here are some qualities that are essential for success in this business.
Patience - finance can be a confusing topic for anyone, and it can be overwhelming for elderly or disabled clients. Being patient and non-judgmental is critical.
Integrity - you are handling sensitive financial and personal information about clients. Individuals and their family members must be able to trust you.
Meticulous attention to detail - you’re hired to track details, so your organization of them must be impeccable.
Knowledge of personal finance - while you will learn a lot on the job, a basic understanding of personal finance is key.
Team player - working with family members and other professionals in the client’s life is part of the job. Ensuring effective communication between your client and her “team” is one of the most valuable benefits of the DMM-client relationship.
A career as a daily money manager can be very rewarding. It requires both hard and soft skills, and you can often create a schedule that works for you, your family and your clients. The market is currently underserved, and people across the United States are looking for trusted and experienced DMMs to help with their daily finances. Most importantly, you are helping those who need it, and what could be more gratifying?
For more details and information on a career as a DMM, please read our blog post on becoming a daily money manager.