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Part Time Certified Financial Planner Jobs (NOW HIRING)

Rutgers University

... Certified Financial Planner (CFP) exam. Tax planning topics include: Income tax fundamentals, law ... Position Status Part Time Posting Number 26FA0088 Posting Open Date 02/02/2026 Posting Close Date ...

RAI Investments

Administrative Assistant

Tallahassee, FL · On-site

$2.3K - $2.5K/mo

Part-Time Administrative/Sales Assistant Local Certified Financial Planner's office (5-person team) seeks part-time but permanent administrative/sales assistant. Hours are Mon.-Fri, 9:00-2:00. $2,500 ...

Magellan Health, Inc.

$58K - $93K/yr

Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor; Assignment Ready ...

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Part Time Certified Financial Planner information

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$141K

How much do part time certified financial planner jobs pay per year?

As of Aug 27, 2026, the average yearly pay for part time certified financial planner in the United States is $101,940.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,000.00 and $114,500.00 per year, depending on experience, location, and employer.

What is a part time Certified Financial Planner?

Part time Certified Financial Planners (CFPs) are professionals who provide financial advice and planning services but work less than full-time hours, often accommodating flexible schedules or other commitments. They assist clients with budgeting, investments, retirement planning, and other financial goals, holding the same certification and ethical standards as full-time CFPs. Working part time allows them to serve specific client bases, such as individuals needing occasional guidance, or those with limited financial planning needs.

How do part time Certified Financial Planners balance client workloads and maintain strong relationships?

Part-time Certified Financial Planners often manage a smaller client portfolio, allowing them to provide personalized attention while maintaining a flexible schedule. They prioritize clear communication and set expectations regarding availability to ensure clients feel supported and informed. Many leverage digital tools for meetings and document sharing, which helps streamline processes and maintain engagement despite reduced hours. Collaborating with other advisors or support staff is also common, ensuring continuity of service during off-hours.

What are the key skills and qualifications needed to thrive as a part time Certified Financial Planner?

To thrive as a Part Time Certified Financial Planner, you need comprehensive knowledge of financial planning, investment strategies, and regulatory requirements, typically validated by a CFP (Certified Financial Planner) certification. Familiarity with financial planning software, portfolio management tools, and compliance systems is essential. Excellent interpersonal skills, active listening, and ethical judgment help build trust and deliver tailored advice to clients. These competencies ensure effective financial guidance, regulatory compliance, and strong client relationships even within a part-time schedule.

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

AspectPart Time Certified Financial PlannerPart Time Financial Advisor
CertificationsCFP certification requiredNot necessarily certified, may hold other licenses
Work EnvironmentFinancial planning firms, independent practiceFinancial institutions, brokerage firms, independent
Job FocusComprehensive financial planning, estate, tax, retirementInvestment advice, portfolio management, product sales
Industry UsageCommonly used in professional financial planningBroader, includes sales and investment roles

The main difference between a Part Time Certified Financial Planner and a Part Time Financial Advisor is the certification requirement and scope of work. CFPs are certified professionals focusing on comprehensive financial planning, while financial advisors may not hold the CFP credential and often focus on investment advice and product sales. Both roles can be part-time and work in similar environments, but CFPs typically provide more specialized and regulated services.

What cities are hiring for Part Time Certified Financial Planner jobs?

Cities with the most Part Time Certified Financial Planner job openings:

What are the most commonly searched types of Certified Financial Planner jobs?

The most popular types of Certified Financial Planner jobs are:

What states have the most Part Time Certified Financial Planner jobs?

States with the most job openings for Part Time Certified Financial Planner jobs include:

Part Time Certified Financial Planner jobs near you
Infographic showing various Part Time Certified Financial Planner job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $101,940 per year, or $49 per hour.

Entry-Level Financial Planner

Infinite Capital Enterprise- Mathew Figueroa Team

Remote

$77K - $104K/yr

Full-time, Part-time

Re-posted 2 days ago

Job description

Description
We are rapidly expanding and offer an exciting opportunity to work from home as an Entry-Level Financial Consultant, available both part-time and full-time. Given the current high demand for financial services, this is an excellent time to join our team.
We take an educational approach to financial planning, aiming to share our expertise with individuals from all backgrounds. By partnering with top Fortune 500 companies, we provide complimentary financial plans to those in need. According to sources, financial professionals are currently ranked as the #1 expanding career.
We are seeking hard-working individuals with strong communication and customer service skills who are passionate about helping others. No prior experience is required for this role. Through our comprehensive training program, you will learn how to engage with individuals, families, or organizations, discuss their financial goals, and help them develop a strategic plan to achieve their short-term and long-term objectives. Our services include retirement planning, wealth accumulation, college planning, investments, and insurance.
Whether you're looking to start or transition into a new career full-time, or seeking part-time work with flexible hours during these challenging times, we offer the training and support to help you.
Must live in the United States and have a valid Social Security number to be considered.
Responsibilities
$49
Qualifications
Preferred Qualities
We are looking for individuals who have the following qualities and mindset:
• Honesty and integrity are characteristics you live by
• You value and believe in our mission and cause
• You are constantly looking for personal development
• You are a leader or want to learn to lead
• You are a self-starter and goal-oriented
• Minimum 18 years of age
• Legal U.S. Resident, Citizen
• A soft background check is required
• Able to complete licensing requirements within 30 days
• An enterprising spirit is key
• Upside Earning potential with $2,000 to $22,000 per client, or more

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