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Investment Advisor Part Time Jobs (NOW HIRING)

Lindt & Sprüngli

Chocolate Advisor/Part Time

Clinton, CT · On-site

$17 - $18.50/hr

As a Chocolate Advisor at Lindt USA, you will be joining more than a company -- you will be joining ... We invest in our relationships and value each other. * Entrepreneurship -- At Lindt we take ...

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Investment Advisor Part Time information

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$140K

How much do investment advisor part time jobs pay per year?

As of Jul 3, 2026, the average yearly pay for investment advisor part time in the United States is $78,695.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,000.00 and $95,500.00 per year, depending on experience, location, and employer.

What are Investment Advisor Part Time positions?

Investment Advisor Part Time positions are roles where professionals provide financial advice and portfolio management services to clients, but on a reduced or flexible work schedule compared to full-time advisors. These advisors typically help clients make informed investment decisions, plan for retirement, and manage their assets. Part-time investment advisors may work independently or with financial institutions, offering expertise while balancing other commitments. This role is ideal for those seeking work-life balance or transitioning into or out of full-time financial careers.

What are some common challenges faced by part-time Investment Advisors, and how can they effectively manage client relationships with limited hours?

Part-time Investment Advisors often face the challenge of balancing a flexible schedule with the need to deliver consistent, high-quality client service. Managing ongoing client communications and staying updated on market trends can be demanding with fewer working hours. To succeed, it's important to set clear expectations with clients, utilize digital tools for portfolio tracking and communication, and coordinate closely with full-time team members to ensure seamless support. Proactive organization and leveraging technology can help maintain strong client relationships while working part-time.

What are the key skills and qualifications needed to thrive as a Part-Time Investment Advisor, and why are they important?

To thrive as a Part-Time Investment Advisor, you need a solid understanding of financial markets, investment strategies, and relevant regulations, typically supported by a finance-related degree and licenses such as Series 7 or Series 66. Familiarity with portfolio management software, financial planning tools, and CRM systems is essential. Strong interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help you build lasting client relationships. These skills are vital for providing sound investment advice, ensuring compliance, and fostering client trust and satisfaction.

What is the difference between Investment Advisor Part Time vs Financial Planner Part Time?

AspectInvestment Advisor Part TimeFinancial Planner Part Time
CertificationsSeries 65/66, CFP (optional)Series 65/66, CFP (optional)
Work EnvironmentFinancial firms, banks, independentFinancial firms, independent, or advisory firms
Employer & IndustryFinancial services, investment firmsFinancial planning, wealth management

Both roles often require similar certifications like Series 65/66 and may operate in similar environments. The main difference lies in focus: Investment Advisors primarily manage investments, while Financial Planners provide comprehensive financial advice. Part-time roles in both fields offer flexibility but may differ in client scope and service offerings.

More about Investment Advisor Part Time jobs
What cities are hiring for Investment Advisor Part Time jobs? Cities with the most Investment Advisor Part Time job openings:
What are the most commonly searched types of Investment Advisor jobs? The most popular types of Investment Advisor jobs are:
What states have the most Investment Advisor Part Time jobs? States with the most job openings for Investment Advisor Part Time jobs include:
What job categories do people searching Investment Advisor Part Time jobs look for? The top searched job categories for Investment Advisor Part Time jobs are:
Investment Advisor Part Time jobs near you
Infographic showing various Investment Advisor Part Time job openings in the United States as of June 2026, with employment types broken down into 100% Part Time. Highlights an 50% In-person, and 50% Remote job distribution, with an average salary of $78,695 per year, or $37.8 per hour.
Investment Advisor Associate:

Investment Advisor Associate:

Regal Executive Search

Torrance, CA • On-site

Full-time, Part-time

Posted 10 days ago

Job description


Investment Advisor Associate:
We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients. You will assess financial goals, advise clients and make product recommendations that best suit risk profile and investment objective. The advisor may also assist with general office operations.
Responsibilities
  • You will meet with new clients and existing clients to handle and manage their investment accounts.
  • Review and analyze investment portfolios, variable, fixed and indexed annuities, and insurance policies, making suitable product recommendations for clients
  • Trading and re-balancing of client portfolios as needed
  • Create and and monitor investment portfolio models and update as needed
  • Communicate with clients, providing services in account management, technical support, and problem solving
  • Prepare reports and other materials for client and/or prospect meetings using the latest investment softwares
  • Implementation of securities trading
  • Acquire and demonstrate knowledge of and adherence to regulation of securities, investments and investment products, securities markets, and financial planning
  • Carry out and provide research and analysis in detailed, consistent, and timely fashion, consistently verifying accuracy and quality of work
  • Prepare correspondence, spreadsheets, and presentation materials for client meetings and communication
  • Prepare client meetings for lead advisors and anticipate needs in advance of meetings
  • Attend training and demonstrate knowledge and skills to identify current trends that enhance team members and the organization
  • Training and/or delegating tasks to other support positions
  • May also assist during tax season by preparing returns and/or perform special project as assigned

Desired Skills and Experience:
College degree in Business, Finance, or related field
5 years of experience in similar position
Job Types: Full-time, Part-time
Education:
  • Bachelor's (Preferred)

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