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Part Time Cfp Jobs in Dallas, TX (NOW HIRING)

Allworth Financial

Financial Services Intern

Dallas, TX · On-site

$20/hr

... CFP designation and build a career in wealth management. This is a paid, in-person, part-time internship ($20/hr) offering meaningful, hands-on exposure to real client work-not just observation.

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Part Time Cfp information

See Dallas, TX salary details

$60.3K

$100.8K

$139.5K

How much do part time cfp jobs pay per year?

As of Aug 22, 2026, the average yearly pay for part time cfp in Dallas, TX is $100,842.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,100.00 and $113,300.00 per year, depending on experience, location, and employer.

What is a part-time CFP?

A part-time CFP is a Certified Financial Planner who works fewer hours than a full-time professional, often providing financial planning and advisory services on a flexible schedule. They help clients with budgeting, retirement planning, investments, and other financial matters, but may serve fewer clients or work with firms that accommodate part-time roles. This arrangement can be ideal for professionals seeking work-life balance or those transitioning into semi-retirement, while still maintaining their certification and expertise.

What are part-time jobs for a CFP?

As a part-time CFP (certified financial planner), your job is to help provide investment and insurance advice for each client or customer. In this flexible role, you may set your own schedule based on the needs of your clients, research market trends, and provide other relevant services. As a certified financial planner, you may also specialize in a specific area of the market, such as taxes or estate planning. The definition of part-time varies by company and could include working full shifts on specific days, rather than shorter shifts on many days. Certified financial planners usually work from offices, but you may be able to do some or all of your work remotely.

What are the key skills and qualifications needed to thrive as a part-time CFP, and why are they important?

To thrive as a Part Time CFP, you need a CFP certification, strong analytical skills, and a solid understanding of financial planning principles. Familiarity with financial planning software (like eMoney or MoneyGuidePro) and tools for portfolio management is typically required. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are crucial for building client trust, providing tailored advice, and ensuring regulatory compliance in a flexible, part-time capacity.

What are some common challenges faced by part-time CFPs, and how can they effectively manage their workload?

Part-time Certified Financial Planners (CFPs) often face the challenge of balancing client demands with limited working hours. Time management is crucial, as they must prioritize tasks such as client meetings, financial plan preparation, and ongoing research within a condensed schedule. Effective communication with clients about availability and setting clear expectations can help prevent misunderstandings. Additionally, leveraging technology for remote consultations and efficient documentation can streamline processes, allowing part-time CFPs to maintain high-quality service while managing their workload.
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Part Time Cfp jobs near you
Infographic showing various Part Time Cfp job openings in Dallas, TX as of August 2026, with employment types broken down into 100% Part Time. Highlights an 100% In-person job distribution, with an average salary of $100,842 per year, or $48.5 per hour.

Financial Services Intern

Allworth Financial

Dallas, TX • On-site

$20/hr

Part-time, Internship

Posted 3 days ago

New

Job description

SUMMARY:

The Financial Advisor Intern role is designed for motivated, intellectually curious students who aspire to pursue the CFP designation and build a career in wealth management. This is a paid, in-person, part-time internship ($20/hr) offering meaningful, hands-on exposure to real client work-not just observation.

Interns will gain direct insight into how a successful wealth management office operates while learning alongside CFP professionals, Associate Advisors, and Client Service teams in a collaborative, high-performing environment. Our Addison office provides a dynamic setting to learn the business at scale.

This program will run at approximately 10 hours per week, with flexible scheduling between 8:00am-5:00pm.

What You'll Do

  • Rotate across teams to understand Allworth Financial's integrated wealth management model
  • Partner closely with an Associate Advisor to develop foundational advisory and planning skills
  • Assist with the creation and implementation of financial plans for real clients
  • Support the Client Service Team to understand the full client experience
  • Conduct research and assist with casework related to financial planning and operations
  • Under CFP supervision, help respond to client questions across key areas of financial planning
  • Shadow client meetings with Financial Advisors to gain firsthand advisory exposure
  • Participate in company workshops, events, and learning sessions

Who We're Looking For

  • Currently pursuing a BS/BA in Financial Planning, Finance, Economics, or a related field
  • Intends to pursue the CFP designation
  • Self-motivated, curious, and eager to learn
  • Strong communicator who enjoys teamwork and relationship-building
  • Comfortable learning new systems, tools, and financial concepts

Why This Internship Stands Out

This is more than a resume-builder-it's an opportunity to:

  • Learn directly from experienced advisors who have built and scaled successful practices
  • Gain exposure to real clients, real plans, and real career paths
  • Build a foundation for future roles at Allworth, including Associate Advisor opportunities

 The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.  Typical reporting relationships are described, but actual relationships may vary in some instances.  This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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