Bakersfield, CA · On-site
$50K - $100K/yr
... Part-Time Empower Educators. Build Your Business. Make an Impact. Join a proven system where ... Our proven model combines unmatched market access with the support and independence that ...
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Bakersfield, CA · On-site
$50K - $100K/yr
... Part-Time Empower Educators. Build Your Business. Make an Impact. Join a proven system where ... Our proven model combines unmatched market access with the support and independence that ...
... modeling support. * Comptroller Support: Financial planning, budget development, reporting ... Eligible part-time employees are able to participate in the 401(k) retirement plans and may be ...
... modeling support. * Comptroller Support: Financial planning, budget development, reporting ... Eligible part-time employees are able to participate in the 401(k) retirement plans and may be ...
... modeling support. * Comptroller Support: Financial planning, budget development, reporting ... Eligible part-time employees are able to participate in the 401(k) retirement plans and may be ...
... modeling support. * Comptroller Support: Financial planning, budget development, reporting ... Eligible part-time employees are able to participate in the 401(k) retirement plans and may be ...
Unit 3 - CFA - California Faculty Association, Temporary, Part Time, Faculty - Business/Management ... Financial modeling * Data analytics or machine learning applications in finance * Prior teaching ...
Unit 3 - CFA - California Faculty Association, Temporary, Part Time, Faculty - Business/Management ... Financial modeling * Data analytics or machine learning applications in finance * Prior teaching ...
Unit 3 - CFA - California Faculty Association, Temporary, Part Time, Faculty - Business/Management ... Financial modeling * Data analytics or machine learning applications in finance * Prior teaching ...
Unit 3 - CFA - California Faculty Association, Temporary, Part Time, Faculty - Business/Management ... Financial modeling * Data analytics or machine learning applications in finance * Prior teaching ...
Unit 3 - CFA - California Faculty Association, Temporary, Part Time, Faculty - Business/Management ... Financial modeling * Data analytics or machine learning applications in finance * Prior teaching ...
Unit 3 - CFA - California Faculty Association, Temporary, Part Time, Faculty - Business/Management ... Financial modeling * Data analytics or machine learning applications in finance * Prior teaching ...
San Bernardino, CA · On-site
$40 - $50/hr
Excluded, Administrative, At-Will, Temporary, Part Time, On-site (work in-person at business ... Financial Modeling for Scale: Develop scenario-based financial projections, advise on capital ...
San Bernardino, CA · On-site
$40 - $50/hr
Excluded, Administrative, At-Will, Temporary, Part Time, On-site (work in-person at business ... Financial Modeling for Scale: Develop scenario-based financial projections, advise on capital ...
San Bernardino, CA · On-site
$40 - $50/hr
Excluded, Administrative, At-Will, Temporary, Part Time, On-site (work in-person at business ... Financial Modeling for Scale: Develop scenario-based financial projections, advise on capital ...
San Bernardino, CA · On-site
$40 - $50/hr
Excluded, Administrative, At-Will, Temporary, Part Time, On-site (work in-person at business ... Financial Modeling for Scale: Develop scenario-based financial projections, advise on capital ...
San Bernardino, CA · On-site
$40 - $50/hr
Excluded, Administrative, At-Will, Temporary, Part Time, On-site (work in-person at business ... Financial Modeling for Scale: Develop scenario-based financial projections, advise on capital ...
San Bernardino, CA · On-site
$40 - $50/hr
Excluded, Administrative, At-Will, Temporary, Part Time, On-site (work in-person at business ... Financial Modeling for Scale: Develop scenario-based financial projections, advise on capital ...
Riverside, CA · On-site +1
$650/wk
Ensure all course content accurately addresses the distinct administrative, financial, and legal frameworks governing California's K-16 systems, including comparative models (e.g., LCFF vs. PFE) and ...
Riverside, CA · On-site +1
$650/wk
Ensure all course content accurately addresses the distinct administrative, financial, and legal frameworks governing California's K-16 systems, including comparative models (e.g., LCFF vs. PFE) and ...
Financial modeling, capital planning, revenue strategy, organizational financial health, and long ... Fractional (part-time), with a minimum commitment of approximately 10-20 hours per week. Retainer ...
Quick apply
Financial modeling, capital planning, revenue strategy, organizational financial health, and long ... Fractional (part-time), with a minimum commitment of approximately 10-20 hours per week. Retainer ...
... of models and estimating relationships. 4. Ability to develop and utilize data collection ... PART-TIME OR UNPAID EXPERIENCE: Credit will be given for appropriate unpaid and or part-time work.
... of models and estimating relationships. 4. Ability to develop and utilize data collection ... PART-TIME OR UNPAID EXPERIENCE: Credit will be given for appropriate unpaid and or part-time work.
Edwards, CA · On-site
$49K/yr
... of models and estimating relationships. 4. Ability to develop and utilize data collection ... PART-TIME OR UNPAID EXPERIENCE: Credit will be given for appropriate unpaid and or part-time work.
Edwards, CA · On-site
$49K/yr
... of models and estimating relationships. 4. Ability to develop and utilize data collection ... PART-TIME OR UNPAID EXPERIENCE: Credit will be given for appropriate unpaid and or part-time work.
Burbank, CA · On-site
$20 - $25/hr
Familiarity with financial modeling, forecasting, or business intelligence tools * Basic ... Job Type: Part-time The hourly pay rate ranges from $20 to $25/hour. We adhere to all applicable ...
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Burbank, CA · On-site
$20 - $25/hr
Familiarity with financial modeling, forecasting, or business intelligence tools * Basic ... Job Type: Part-time The hourly pay rate ranges from $20 to $25/hour. We adhere to all applicable ...
Manteca, CA · On-site
$18.50 - $20.50/hr
It starts with modeling exemplary service and selling behaviors, but it also means hiring, training ... We offer a 401k plan as your financial security is our priority. Employee Discounts: Shop to your ...
Manteca, CA · On-site
$18.50 - $20.50/hr
It starts with modeling exemplary service and selling behaviors, but it also means hiring, training ... We offer a 401k plan as your financial security is our priority. Employee Discounts: Shop to your ...
Long Beach, CA · On-site
$18.50 - $20.50/hr
It starts with modeling exemplary service and selling behaviors, but it also means hiring, training ... We offer a 401k plan as your financial security is our priority. Employee Discounts: Shop to your ...
Long Beach, CA · On-site
$18.50 - $20.50/hr
It starts with modeling exemplary service and selling behaviors, but it also means hiring, training ... We offer a 401k plan as your financial security is our priority. Employee Discounts: Shop to your ...
San Luis Obispo, CA · On-site
$18.50 - $20.50/hr
It starts with modeling exemplary service and selling behaviors, but it also means hiring, training ... We offer a 401k plan as your financial security is our priority. Employee Discounts: Shop to your ...
San Luis Obispo, CA · On-site
$18.50 - $20.50/hr
It starts with modeling exemplary service and selling behaviors, but it also means hiring, training ... We offer a 401k plan as your financial security is our priority. Employee Discounts: Shop to your ...
Concord, CA · On-site
$18.50 - $20.50/hr
It starts with modeling exemplary service and selling behaviors, but it also means hiring, training ... We offer a 401k plan as your financial security is our priority. Employee Discounts: Shop to your ...
Concord, CA · On-site
$18.50 - $20.50/hr
It starts with modeling exemplary service and selling behaviors, but it also means hiring, training ... We offer a 401k plan as your financial security is our priority. Employee Discounts: Shop to your ...
Chico, CA · On-site
$18.50 - $20.50/hr
It starts with modeling exemplary service and selling behaviors, but it also means hiring, training ... We offer a 401k plan as your financial security is our priority. Employee Discounts: Shop to your ...
Chico, CA · On-site
$18.50 - $20.50/hr
It starts with modeling exemplary service and selling behaviors, but it also means hiring, training ... We offer a 401k plan as your financial security is our priority. Employee Discounts: Shop to your ...
Stockton, CA · On-site
$18.50 - $20.50/hr
It starts with modeling exemplary service and selling behaviors, but it also means hiring, training ... We offer a 401k plan as your financial security is our priority. Employee Discounts: Shop to your ...
Stockton, CA · On-site
$18.50 - $20.50/hr
It starts with modeling exemplary service and selling behaviors, but it also means hiring, training ... We offer a 401k plan as your financial security is our priority. Employee Discounts: Shop to your ...
$39.5K - $45.6K
3% of jobs
$45.6K - $51.7K
21% of jobs
$52.4K is the 25th percentile. Wages below this are outliers.
$51.7K - $57.8K
6% of jobs
$57.8K - $63.9K
14% of jobs
The median wage is $66.5K / yr.
$63.9K - $70K
14% of jobs
$70K - $76.1K
14% of jobs
$77.9K is the 75th percentile. Wages above this are outliers.
$76.1K - $82.2K
12% of jobs
$82.2K - $88.3K
8% of jobs
$88.3K - $94.4K
3% of jobs
$94.4K - $100.5K
2% of jobs
$100.5K - $106.6K
3% of jobs
$39.5K
$69.1K
$106.6K
To thrive as a Financial Modeling Part Time professional, you need strong quantitative analysis skills, a solid understanding of accounting and finance principles, and typically a relevant degree in finance, business, or economics. Proficiency in Microsoft Excel, financial modeling software, and familiarity with data visualization and analytics tools such as Tableau or Power BI are highly valuable, and certifications like CFA or FMVA can be advantageous. Attention to detail, effective communication, and time management are key soft skills in this role, especially when balancing multiple responsibilities. These abilities are critical for producing accurate financial models, meeting tight deadlines, and delivering actionable insights to support business decisions.
Part-time financial modeling professionals often assist with a variety of projects such as building or updating financial forecasts, evaluating investment opportunities, preparing valuation models for mergers and acquisitions, and supporting budgeting or scenario planning exercises. They may be tasked with analyzing large data sets, creating presentations for stakeholders, or collaborating with accounting and strategy teams to deliver comprehensive financial insights. The specific projects can vary by industry and employer, but most roles require a mix of independent analysis and collaborative work. This variety allows you to develop a well-rounded skill set and gain experience across different facets of corporate finance, even while working part-time.
A Financial Modeling Part Time job involves analyzing financial data, building models to forecast business performance, and supporting decision-making processes. Professionals in this role use Excel, financial statements, and valuation techniques to assess investment opportunities or company performance. Part-time positions can be found in investment banking, corporate finance, private equity, or consulting. These roles are ideal for students, freelancers, or professionals looking to gain financial modeling experience without a full-time commitment.
$50K - $100K/yr
Full-time, Part-time
Life, Retirement
Posted 26 days ago
Financial Advisor K12 Retirement Specialist (403b/457b)
Job Details: 1099 | Commission & Fee-Based | Full-Time or Part-Time
Empower Educators. Build Your Business. Make an Impact.
Join a proven system where advisors build six-figure practices serving the underserved K12 market. We're currently scheduling presentations for 100+ advisors nationwide, but growing demand requires us to expand our team.
What makes us different? We provide the leads, support, and market access while you focus on what you do best - helping educators secure their financial future.
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What You'll Do
Conduct one-on-one retirement counseling for K12 school employees Lead state pension education seminars at school sites during school hours Enroll clients in 403(b), 457(b), and other supplemental retirement plans Offer life insurance, estate planning, and additional financial strategies Provide long-term client service and relationship management
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The Lead Generation System That Works
Scheduled Presentations (Your Primary Lead Source): 2-4 on-campus presentations per month scheduled for you 10-15 educators per presentation (typically lunch meetings or staff meetings) 50% conversion rate from presentations to individual appointments Minimum 2 weeks advance notice - you can accept or decline any presentation Within your specified drive radius - we work around your preferred territory
Client Service Support: Annual review scheduling handled by our call center Automated client touch-points to maintain relationships Follow-up systems to ensure consistent client communication
Administrative Excellence: 98% issue rate on 403(b)/457(b) applications, transfers, and rollovers Dedicated paperwork specialists handle complex enrollment processes Full back-office support eliminates administrative headaches
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Why This 1099 Role Is Different
We're Only Successful If You Are: Our compensation comes through overrides - we don't charge advisors for support, leads, or marketing. This means we're 100% invested in your success because our revenue depends on your production.
What's Included at No Cost: All lead generation and presentation scheduling Marketing materials and CRM system (Salesforce) Administrative support and application processing Office 365 and full back-office infrastructure Ongoing training and mentorship
Independence With Support: Control your schedule and book of business Accept or decline presentations based on your availability Build equity in your practice while receiving institutional support No bureaucracy or micromanagement
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Compensation Structure
Year 1 Realistic Expectations: $50,000-$75,000 for full-time advisors following our system Some advisors exceed $100,000 in their first year Ramp-up timeline: Lead your own presentations within the first month
Year 2 and Beyond: Renewal commissions from Year 1 clients create compounding income 14 commission levels with advancement based on production volume Commission increases commonly achieved within the first year Many advisors continue increasing earnings annually through renewals and higher commission rates
Commission Structure: 100% commission + fee-based income (1099) Progressive structure with clear advancement guidelines No hidden fees or charges for support services
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Training & Development
Onboarding: Proprietary Teacher's Pension Classroom training program Learn the unique needs of K-12 employees Master 403(b)/457(b) regulations and strategies
Ongoing Support: Weekly live training sessions On-the-job mentorship and coaching Market-specific expertise and updates
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Requirements
Essential: Life Insurance License (required) Series 65 or willingness to obtain quickly Clean background and E&O coverage Proven sales record with consultative approach Self-motivated with strong communication skills
Preferred: Experience with 403(b)/457(b) or school markets Comfort with group presentations Desire to work with mission-driven professionals
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Who Thrives in This Role
Perfect For: Advisors seeking purpose-driven work with predictable lead flow Former wirehouse or captive agents wanting freedom + support Career-changers with licenses looking for a proven system Mid-career advisors tired of cold prospecting and bureaucracy Professionals who prefer relationship-building over cold calling
Success Profile: Comfortable presenting to groups of 10-15 people Enjoys helping people solve complex financial challenges Appreciates the mission of serving educators Values long-term client relationships over transactional sales
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About Teacher's Pension
We're a national leader in K12 financial wellness, focused on supporting educators and administrators through retirement and beyond. Our proven model combines unmatched market access with the support and independence that professional advisors need to build sustainable practices.
Our Commitment: We succeed only when our advisors succeed. That's why we provide comprehensive support at no cost and maintain a 98% application success rate - because your growth is our growth.
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Ready to Build a Purposeful, Profitable Practice?
Next Steps:
1. Apply today to learn more about our system
2. Schedule a brief call to discuss your market preferences
3. Discover how we can help you grow in a market that truly needs you
Questions? Contact us to learn more about territories in your area and how our lead generation system can accelerate your practice growth.
"The educator market is underserved but stable - teachers need specialized help with retirement planning, and we provide the access and support to serve them effectively."
Sourced by ZipRecruiter
51 - 200 Employees
Oakdale, CA, US
2007
