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Investment Advisor Part Time Jobs (NOW HIRING)

HORAN Wealth

Wealth Advisor

Cincinnati, OH

... Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt Position Reports To: Vice President, Wealth Advisor Position Summary: HORAN Wealth is a leading Registered Investment Advisor (RIA ...

HORAN Wealth

Senior Wealth Advisor

Pittsburgh, PA · On-site

Senior Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt ... HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing ...

Mai Placement

Investment Professional

Brooklyn, NY · On-site +1

The position can be full-time or part-time, depending on the candidate and deal flow. Investment ... Strong communication skills with the ability to engage owners, brokers, and advisors Personal ...

European Wax Center

Sales Associate

Kalamazoo, MI · On-site

$12.50 - $17/hr

Medical, Vision & Dental Insurance * 401K Program with Employer Match and Investment Advisor ... Prior sales experience is an additional asset, but must be open to a sales-based role * Part-Time ...

GO Riteway Transportation Group

Mini Coach Driver

Monona, WI · On-site

$12 - $16/hr

Position Type: Part-Time, 15-35+ hours Wage: Wage Varies Based on Shuttle Service Compensation and ... Voluntary Life Insurance * 401(k) Matching Program, with Complimentary Investment Advisor * Direct ...

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Financial Advisor / Associate Advisor Job Type: Full-Time / Part-Time Work Authorization: Open Work ... Conduct financial planning and investment reviews * Provide guidance on retirement, tax, insurance ...

C10 Labs

HealthTech Venture Advisor

New York, NY · On-site +1

Studio Employment Type: Part Time Location: New York City Description About AI Nexus NYC & C10 Labs ... Select startups may also receive up to $300K in investment from C10 Labs' venture fund. Role ...

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Investment Advisor Part Time information

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

As of Jun 11, 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.

Can you be a part-time financial advisor?

Yes, investment advisor roles can be part-time, allowing professionals to work flexible hours or manage a smaller client base. However, licensing requirements such as passing the Series 65 or Series 7 exams and maintaining compliance standards apply regardless of full-time or part-time status.

How much does a part-time financial advisor make?

Part-time investment advisors typically earn between $20,000 and $50,000 annually, depending on experience, client base, and location. Compensation may include hourly rates, commissions, or a combination of both, and often requires relevant certifications such as the Series 7 or 66 license.

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.

Is $200,000 enough to work with a financial advisor?

For an Investment Advisor Part Time, $200,000 can be a substantial amount to manage or invest, depending on client goals and the advisor's fee structure. Many advisors set minimum investment requirements that vary widely, so whether this amount is sufficient depends on the specific advisor's policies and the scope of services provided.

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.

Can financial advisors make $500,000 a year?

Investment advisors can potentially earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, or in senior roles. Achieving this level of income often requires significant experience, strong sales skills, certifications like the CFP or CFA, and a client-focused approach. However, such earnings are not typical for all financial advisors and depend on factors like location, firm size, and individual performance.

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.

Wealth Advisor

HORAN Wealth

Cincinnati, OH

Full-time, Part-time

Medical, Life, Retirement, PTO

Posted 26 days ago

Job description

Job Title: Wealth Advisor Full or Part Time: Full-Time
Department: HORAN Wealth FLSA Status: Exempt
Position Reports To: Vice President, Wealth Advisor
Position Summary:
HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. With a focus on personalized financial planning and investment strategies, we strive to empower our clients to achieve their financial goals and secure their financial future.
As a Wealth Advisor at HORAN Wealth, you will be responsible for providing comprehensive financial planning and investment advisory services to clients. You will work closely with clients to understand their financial goals, develop tailored strategies, and help them achieve long-term financial success. The ideal candidate is a knowledgeable, ethical, and client-focused professional with a passion for helping people manage their wealth.
Core Responsibilities:
  1. Client Relationship Management:
    • Build and maintain strong relationships with clients by providing personalized financial advice and exceptional service.
    • Serve as the primary point of contact and trusted advisor for clients' financial needs.
  2. Financial Planning:
    • Conduct comprehensive financial assessments, including cash flow analysis, risk management, retirement planning, tax planning, and estate planning.
    • Develop personalized financial plans based on clients' goals and objectives.
  3. Investment Management:
  • Create and manage investment portfolios tailored to clients' risk tolerance, time horizon, and financial goals.
  • Monitor and adjust portfolios as needed to optimize performance.
  1. Insurance and Risk Management:
  • Evaluate clients' insurance needs and recommend appropriate life, disability, and other insurance products to protect their financial well-being.
  1. Client Education:
  • Educate clients on financial concepts, investment options, and market trends. Provide ongoing education and support to help clients make informed decisions.
  1. Compliance and Ethics:
  • Adhere to all regulatory and compliance requirements, maintaining the highest ethical standards in all interactions with clients and colleagues.
  1. Business Development:
  • Proactively identify and pursue new business opportunities through networking, referrals, and community involvement.
Qualifications Required:
  • Bachelor’s degree in Finance, Economics, Business Administration, or related field.
  • Previous experience in financial services or wealth management preferred.
  • Strong analytical skills with the ability to interpret complex financial data.
  • Excellent interpersonal and communication skills, with a client-focused mindset.
  • Detail-oriented with the ability to multitask and prioritize tasks effectively.
  • Proficiency in Microsoft Office suite and financial planning software (e.g., Excel, PowerPoint, MoneyGuidePro).
Benefits:
  • Competitive salary commensurate with experience.
  • Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
  • Opportunities for professional development and career advancement within the firm.
  • Collaborative and supportive work environment with a focus on work-life balance.
HORAN History:
Since 1948, HORAN Wealth has served as a trusted advisor offering retirement planning, wealth management, and life insurance for estate and business planning. HORAN Wealth has a strong regional presence with a national footprint. With offices in Cincinnati, Ohio; and Ft. Mitchell, Kentucky HORAN Wealth serves both corporate and individual clients in 48 states. We strive to bring the best services, resources, and value to our clients through premier national partnerships with M Financial Group and Retirement Planning Advisory Group.
Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN Wealth has built a reputation for delivering high quality products and services. Visit horanassoc.com to learn more.
How to Apply:
If you are passionate about helping clients achieve their financial goals and thrive in a fast-paced, team-oriented environment, we encourage you to apply for the Associate Wealth Advisor position at HORAN Wealth. Please submit your resume and cover letter outlining your qualifications and interest in the role. Please visit the HORAN Careers Page or www.horanwealth.com/careers and click on the job title to apply, or email jobs@horanwealth.com if you have any questions.
We look forward to hearing from you!

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