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Part Time Client Facing Finance Jobs (NOW HIRING)

All Financial Freedom

$40K - $85K/yr

Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured ...

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How much do part time client facing finance jobs pay per year?

As of Jun 8, 2026, the average yearly pay for part time client facing finance in the United States is $69,664.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $74,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Part Time Client Facing Finance professional, and why are they important?

To thrive as a Part Time Client Facing Finance professional, you need a solid grasp of financial principles, analytical skills, and often a relevant degree in finance, accounting, or business. Familiarity with financial software such as QuickBooks, Microsoft Excel, or CRM platforms, and sometimes financial certifications like CFP or CFA, are typically required. Excellent interpersonal communication, problem-solving, and time management skills help professionals build trust and deliver tailored financial advice to clients. These abilities ensure accurate financial guidance, foster strong client relationships, and contribute to client retention and satisfaction.

What are some common challenges faced in a part-time client-facing finance role, and how can I prepare for them?

In a part-time client-facing finance position, managing multiple client accounts with limited hours can be challenging. Prioritizing effective communication and staying organized are key to ensuring timely responses and maintaining strong client relationships. Additionally, since you may collaborate with both internal teams and clients, adaptability and quick learning are important to stay up-to-date with changing financial products and regulations. Proactively setting clear expectations with clients about your availability can also help manage workload and build trust.

What is the difference between Part Time Client Facing Finance vs Part Time Client Facing Accounting?

AspectPart Time Client Facing FinancePart Time Client Facing Accounting
CredentialsFinance certifications (e.g., CFA, CFP), relevant degreesAccounting certifications (e.g., CPA), relevant degrees
Work EnvironmentFinancial firms, banks, investment companiesAccounting firms, corporate finance departments
Employer & Industry UsageFinancial services, wealth managementAccounting firms, corporate finance roles
Search & Comparison IntentClients seeking financial planning or investment adviceClients seeking accounting or bookkeeping services

Part Time Client Facing Finance involves providing financial advice, investment management, or financial planning services directly to clients, often requiring finance-specific certifications. Part Time Client Facing Accounting focuses on delivering accounting, bookkeeping, or tax services, typically requiring accounting credentials. Both roles involve client interaction but differ in their core expertise and industry focus.

What are part time client facing finance roles?

Part time client facing finance roles are positions within the finance sector where professionals work directly with clients to provide financial advice, manage accounts, or offer services such as investment guidance, financial planning, or banking solutions. These roles are designed for individuals seeking flexible work schedules, often involving fewer hours per week than full-time positions. Common job titles include part-time financial advisor, client relationship manager, or personal banker. Such roles require strong communication skills, financial knowledge, and the ability to build trust with clients. They are ideal for those who wish to balance their professional and personal commitments while still engaging in meaningful client interactions.
More about Part Time Client Facing Finance jobs
What cities are hiring for Part Time Client Facing Finance jobs? Cities with the most Part Time Client Facing Finance job openings:
What are the most commonly searched types of Client Facing Finance jobs? The most popular types of Client Facing Finance jobs are:
What job categories do people searching Part Time Client Facing Finance jobs look for? The top searched job categories for Part Time Client Facing Finance jobs are:
Part Time Client Facing Finance jobs near you

Financial Programs Specialist - Michigan

All Financial Freedom

Lansing, MI • Remote

Part-time

Posted 24 days ago

Job description

Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide.

This role supports a professional, structured environment focused on delivering financial education through virtual engagement. The position is well suited for individuals who value accountability, consistency, and long-term career growth.

Position Overview

This position centers on financial education delivery and client understanding. The role supports individuals and families by explaining foundational financial concepts and supporting long-term planning initiatives in a professional and ethical manner.

Key Responsibilities

  • Conduct virtual financial education sessions
  • Communicate financial concepts clearly and accurately
  • Support individuals through structured learning frameworks
  • Maintain documentation and compliance standards
  • Participate in ongoing education and training

Required Qualifications

  • Strong verbal and written communication skills
  • Professional demeanor and attention to detail
  • Comfort working remotely and independently
  • Licensing eligibility

Compensation & Benefits

  • Performance-based compensation
  • Remote, flexible work environment
  • Training and licensing support

Career Path

Growth into education leadership, training, or management roles.

Employment Type: PART_TIME

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