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Freelance Financial Planning Assistant Jobs (NOW HIRING)

Austin Bank

Financial Service Advisor

Spring, TX · On-site

A Financial Advisor provides financial planning and support to clients in order to help clients achieve their financial goals. Financial Advisors assist clients maintain their current assets and ...

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Freelance Financial Planning Assistant information

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$10

$23

$40

How much do freelance financial planning assistant jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for freelance financial planning assistant in the United States is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $26.20 per hour, depending on experience, location, and employer.

What is the difference between Freelance Financial Planning Assistant vs Financial Advisor?

AspectFreelance Financial Planning AssistantFinancial Advisor
CredentialsTypically no formal certifications required, but familiarity with financial planning is preferredRequires certifications like CFP, CFA, or equivalent
Work EnvironmentRemote or freelance settings, supporting financial planning firms or advisorsOften client-facing, working in offices or remotely with clients
Employer & Industry UsageHired by financial planning firms or as independent contractorsEmployed by financial advisory firms or operates independently
Search & Comparison IntentPeople comparing support roles in financial planningIndividuals seeking comprehensive financial advice or planning services

In summary, a Freelance Financial Planning Assistant provides support tasks without requiring formal certifications and often works remotely or freelance. In contrast, a Financial Advisor offers personalized financial advice, typically holding certifications and working directly with clients. The roles differ mainly in responsibilities, credentials, and client interaction level.

More about Freelance Financial Planning Assistant jobs
What cities are hiring for Freelance Financial Planning Assistant jobs? Cities with the most Freelance Financial Planning Assistant job openings:
What states have the most Freelance Financial Planning Assistant jobs? States with the most job openings for Freelance Financial Planning Assistant jobs include:
What job categories do people searching Freelance Financial Planning Assistant jobs look for? The top searched job categories for Freelance Financial Planning Assistant jobs are:
Freelance Financial Planning Assistant jobs near you
Infographic showing various Freelance Financial Planning Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $48,576 per year, or $23.4 per hour.

Financial Service Advisor

Austin Bank

Spring, TX • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

A Financial Advisor provides financial planning and support to clients in order to help clients achieve their financial goals. Financial Advisors assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired. All of this must be done with adherences to ethics, best practices, and pre-established financial plans.

Provide financial planning support to clients

Support investment professionals to cultivate client relationships

Prepare financial plans and check their accuracy

Respond to prospective customer queries about financial planning

Assist in the development plans for the company

Offer subject matter expertise to fellow Financial Advisors

Maintain awareness of latest legislative changes that may affect financial planning

Apply