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Investment Advisor Part Time Jobs (NOW HIRING)

HORAN Wealth

Wealth Advisor

Cincinnati, OH

  • Medical

  • Life

  • Retirement

  • PTO

... 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

  • Medical

  • Retirement

  • PTO

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 ...

GO Riteway Transportation Group

School Bus Monitor

La Crosse, WI · On-site

$12.50/hr

  • Dental

  • Vision

  • Life

  • Retirement

This part-time position offers flexible hours throughout the week, as our operation is split shift ... Voluntary Life Insurance * 401(k) Matching Program, with Complimentary Investment Advisor * Direct ...

SWMG

Legal Assistant (Estate Planning)

Fort Worth, TX · On-site

$26 - $37/hr

... Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in ... Fort Worth, TXOffice Hours: Part-time Monday-Friday between 8am to 5pmCompensation: $26 to $37 per ...

SWMG

Legal Assistant (Estate Planning)

Fort Worth, TX · On-site

$26 - $37/hr

... Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in ... Fort Worth, TX Office Hours: Part-time Monday-Friday between 8am to 5pm Compensation: $26 to $37 ...

GO Riteway Transportation Group

Mini Coach Driver

Oak Creek, WI · On-site

$11.50 - $15.25/hr

  • Dental

  • Vision

  • Life

  • Retirement

Are You Interested in Part-Time Hours with a Flexible Schedule? Would You Like to Drive ... Voluntary Life Insurance * 401(k) Matching Program, with Complimentary Investment Advisor * Direct ...

GO Riteway Transportation Group

Mini Coach Driver

Monona, WI · On-site

$12 - $16/hr

  • Dental

  • Vision

  • Life

  • Retirement

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 ...

GO Riteway Transportation Group

Shuttle Driver

Oak Creek, WI · On-site

$19/hr

  • Dental

  • Vision

  • Life

  • Retirement

Are You Interested in Part-Time Hours with a Flexible Schedule? Would You Like to Drive ... Voluntary Life Insurance * 401(k) Matching Program, with Complimentary Investment Advisor * Direct ...

GO Riteway Transportation Group

Chauffer Driver

Oak Creek, WI · On-site

  • Dental

  • Vision

  • Life

  • Retirement

... part-time position offers flexible hours throughout the week, as our operation is 24 hours a day ... Voluntary Life Insurance * 401(k) Matching Program, with Complimentary Investment Advisor * Direct ...

GO Riteway Transportation Group

Chauffer Driver

Cambridge, WI · On-site

  • Dental

  • Vision

  • Life

  • Retirement

... part-time position offers flexible hours throughout the week, as our operation is 24 hours a day ... 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 ...

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Investment Advisor Part Time information

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$11K

$78.7K

$140K

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

As of Aug 16, 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 is a part-time investment advisor?

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 skills and qualifications are needed to be a part-time investment advisor?

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 challenges do part-time investment advisors face and how can they 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 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 August 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 86% Physical, 6% Hybrid, and 8% Remote job distribution, with an average salary of $78,695 per year, or $37.8 per hour.

Part Time Client Experience Associate - Hightower Signature Wealth

hightower

Greensboro, NC

Part-time

Retirement

Posted 6 days ago

Job description

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

The Role

We are looking for a temporary part-time Client Experience Associate to support our team as the first contact to greet clients and answer incoming calls.  Additional responsibilities include maintaining the office, coordinating meeting schedules and assisting with marketing events as requested. We expect this position to span around six months with the possibility of extending to a permanent position after that time. You will report to the Managing Director.

Hours

Part-time position: Monday through Thursday, 8:30 am – 4:00 pm, with a one hour lunch break.

What You’ll Do

  • Office “Well-Being”: Greet visitors and answer incoming calls in a timely manner.  Ensure office areas are always well-kept and ready for clients. Manage supplies and sort mail.
  • Scheduling & Task Coordination: Assist other team members with client and internal team scheduling.
  • Events & Marketing: Assist other team members to coordinate logistics for internal events, client meetings, and team offsites. Manage catering and meal planning, room setup, and guest accommodations to ensure a professional and welcoming experience.

 

What You’ll Bring

  • Communication: Effectively communicates with colleagues and clients, following clear instructions and demonstrating understanding of assigned tasks.
  • Problem Solving: Utilizes resources and procedures to solve problems effectively.
  • Detail-Oriented: Focuses on understanding task details while maintaining awareness of the big picture.
  • Organization: Maintains organized documentation and can retrieve specific items quickly using various filing systems. Documentation of all work completed and in process is a must, including client conversations.
  • Time Management: Multitasks and prioritizes tasks in a fast-paced environment, managing conflicting priorities effectively.
  • Work Style: Works well independently and collaboratively, forming good relationships and demonstrating sensitivity and respect.
  • Initiative: Proactively seeks opportunities to assist colleagues, demonstrating a positive work ethic and willingness to take initiative.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

 

You are a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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