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Part Time Cfp Jobs in San Rafael, CA (NOW HIRING)

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Part Time Cfp information

See San Rafael, CA salary details

$68K

$113.6K

$157.2K

How much do part time cfp jobs pay per year?

As of Jul 26, 2026, the average yearly pay for part time cfp in San Rafael, CA is $113,633.00, according to ZipRecruiter salary data. Most workers in this role earn between $97,000.00 and $127,600.00 per year, depending on experience, location, and employer.

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

For a Part Time CFP (Certified Financial Planner), having $200,000 in assets can be sufficient to seek financial advice, as many advisors set minimum account sizes ranging from $25,000 to $100,000. The suitability depends on the advisor's policies and the complexity of your financial situation; some may offer services to clients with lower assets, especially for planning rather than investment management.

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 the key skills and qualifications needed to thrive as a Part Time CFP (Certified Financial Planner), 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.

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.

Can you be a part-time financial planner?

Yes, part-time financial planners can work flexible hours and may serve clients on a part-time basis. They often hold certifications like the CFP credential and use financial planning software, balancing client needs with a reduced schedule.

How can I make $2000 a week working from home?

A part-time Certified Financial Planner (CFP) can potentially earn $2000 a week by building a client base through remote consultations, offering financial planning services, and leveraging digital marketing. Success depends on experience, certifications, and the ability to attract high-net-worth clients, often requiring strong communication skills and professional tools like financial planning software.

How many financial advisors make $500,000 a year?

While some experienced financial advisors, including those with the Certified Financial Planner (CFP) credential, can earn $500,000 or more annually, such high earnings are typically achieved through a combination of client assets, commissions, and fees. Most financial advisors earn a median income significantly lower, with top earners representing a small percentage of the profession. Factors like experience, client base, and specialization influence earning potential.
More about Part Time Cfp jobs
What cities near San Rafael, CA are hiring for Part Time Cfp jobs? Cities near San Rafael, CA with the most Part Time Cfp job openings:
Part Time Cfp jobs near you
Infographic showing various Part Time Cfp job openings in San Rafael, CA as of July 2026, with employment types broken down into 100% Part Time. Highlights an 90% In-person, and 10% Hybrid job distribution, with an average salary of $113,633 per year, or $54.6 per hour.
Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate

Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate

Goldman Sachs, Inc.

San Francisco, CA • On-site

$52K - $71K/yr

Full-time, Part-time

Posted 28 days ago

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

49th of 170 rated banks

Job description


Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Business Development Professionals (BDPs) will work alongside Private Wealth Advisors (PWAs) in the day-to-day coverage of existing client relationships and new business generation. In this role, the BDP will gain the investment expertise to build and monitor client portfolios as well as exposure to various methods for sourcing new client relationships. This is meant to be a longer-term role where you will work closely with PWAs to provide scale and leverage for their existing business while they continue to pursue new client relationships over time.
HOW YOU WILL FULFILL YOUR POTENTIAL
  • Work closely with PWAs to provide exceptional day-to-day coverage of existing client relationships
  • Conduct client-facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk / return
  • Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios
  • Act as the PWM team's central point of contact for client relationship management in Salesforce
  • Assist in the day-to-day management of client accounts, including portfolio implementation and re-balancing across asset classes
  • Drive team efficiency by streamlining operations flows, strategic business planning, and support / service infrastructure

SKILLS & EXPERIENCE WE ARE LOOKING FOR
  • Bachelor's degree required (CPA, JD, or MBA degrees welcome)
  • Related financial services experience of 3+ years
  • Interest in pursuing a career as a Private Wealth Advisor
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Strong interest in the financial markets and good investment sense/commercial instinct
  • Ability to multi-task and work with a variety of partners across the firm
  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
  • Excellent verbal and written communication skills
  • Strong interpersonal skills and ability to build and foster a strong network of relationships
  • Creative approach to problem solving
  • Strong project management and organizational skills
  • SIE, Series 3, 7 and 63 (must be obtained within three months of employment
    • Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy

Salary Range
The expected base salary for this San Francisco, California, United States-based position is $75,000-$160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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