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Part Time Certified Financial Planner Jobs in Raleigh, NC

Varsity Tutors

CFP Tutor

Chapel Hill, NC · Remote

$35 - $40/hr

Ability to explain financial planning process, fiduciary standards, and integrated case study analysis while preparing candidates for Certified Financial Planner certification. * Strategic Test ...

Varsity Tutors

CFP Tutor

Raleigh, NC · Remote

$35 - $40/hr

Ability to explain financial planning process, fiduciary standards, and integrated case study analysis while preparing candidates for Certified Financial Planner certification. * Strategic Test ...

Varsity Tutors

CFP Tutor

Durham, NC · Remote

$35 - $40/hr

Ability to explain financial planning process, fiduciary standards, and integrated case study analysis while preparing candidates for Certified Financial Planner certification. * Strategic Test ...

NCSU

Budget and Finance Manager

Raleigh, NC · On-site

Strategic Budget Planning & Financial Management: * Lead college-wide budget planning, forecasting ... Required License(s) or Certification(s) N/A Valid NC Driver's License required No Commercial Driver ...

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All JobsCertified Financial Planner JobsPart Time Certified Financial Planner JobsPart Time Certified Financial Planner Jobs in Raleigh, NC

Part Time Certified Financial Planner information

See Raleigh, NC salary details

$59.3K

$99.1K

$137.1K

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 Raleigh, NC is $99,093.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,600.00 and $111,300.00 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 are the most commonly searched types of Certified Financial Planner jobs in Raleigh, NC?

The most popular types of Certified Financial Planner jobs in Raleigh, NC are:

Part Time Certified Financial Planner jobs near you
Infographic showing various Part Time Certified Financial Planner job openings in Raleigh, NC as of August 2026, with employment types broken down into 29% Full Time, 58% Part Time, 10% Temporary, and 3% Contract. Highlights an 84% In-person, and 16% Remote job distribution, with an average salary of $99,093 per year, or $47.6 per hour.

Assignment Ready Counselor PFC; NC

Raleigh, NC • On-site, Remote

Magellan Health, Inc.
Health Care and Social Assistance • 201 - 500 employees
Learn more about Magellan Health, Inc.external

$58K - $93K/yr

Part-time

Medical, Life

Re-posted 17 days ago

Job description

This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation.
  • Provides personal financial counseling and management services directly to service members and their families.
  • Assists service members in establishing a spending plan for extended absences.
  • Develops and makes available informational financial materials to service members and families.
  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
  • Responds to requests for age-appropriate classes or seminars.
  • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
  • Manages duty to warn situations according to Department of Defense (DoD) protocol.
  • Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
  • Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
  • All other duties as assigned.

The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.
Other Job Requirements
Responsibilities
Bachelor's degree required.
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
3+ years of financial counseling experience.
Must be a U.S. citizen and speak fluent English.
If required by the contract, must be bilingual in English and Spanish.
Be able to obtain a favorably adjudicated Tier 2 investigation.
Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
General Job Information
Title
Assignment Ready Counselor PFC; NC
Grade
24
Work Experience - Required
Financial Counseling
Work Experience - Preferred
Education - Required
A Combination of Education and Work Experience May Be Considered., Bachelor's
Education - Preferred
License and Certifications - Required
AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther
License and Certifications - Preferred
Salary Range
Salary Minimum:
$58,440
Salary Maximum:
$93,500
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.
This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

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