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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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Part Time Client Facing Finance information

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$51.5K

$69.7K

$98K

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

As of Sep 3, 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 is a part time client facing finance role?

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.

What are the key skills and qualifications needed to thrive as a part time client facing finance professional?

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 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:

Part Time Client Facing Finance jobs near you

Remote Part-Time Client Relations Coordinator (Remote)

Fox Financial

Covington, GA • Remote

$12 - $18/hr

Part-time

Re-posted 18 days ago

Job description

Benefits:
  • Company parties
  • Flexible schedule
  • Training & development

Fox Financial | Expanding Into Georgia

NOW HIRING IN GEORGIA 
Looking for a flexible remote position with growth opportunity, bonuses, and a company that’s expanding fast? Fox Financial is currently hiring motivated individuals to join our growing Georgia team.
At Fox Financial, we help new homeowners protect their families and build generational wealth through customized financial protection plans. Due to rapid expansion from Virginia into Georgia, we’re looking for dependable team members to help connect our warm client base with our licensed sales specialists.
What You’ll Be Doing
  • Making warm outbound calls to clients who have a profile
  • Scheduling appointments for the sales team
  • Confirming client information and maintaining professionalism on calls
  • Assisting with follow-ups and appointment reminders
  • Working directly with management in a fast-growing remote environment
 NO cold calling
 NO door knocking
 NO selling required
You are simply setting appointments for interested clients.
Position Details
  • 100% Remote
  • Part-Time
  • 24 Hours Weekly
    • Monday–Thursday: 10AM–3PM
    • Friday: 10AM–2PM
  • Pay: $12-$18 + monthly performance bonuses
Requirements
 Must be 18+
 Must currently reside in Georgia
 Must have a computer or laptop
 Reliable internet connection
 Reliable phone access
 Strong communication skills
 Professional attitude and dependable work ethic
Why People Love Working With Us
 Flexible remote schedule
 Supportive team environment
 Bonus opportunities every month
 No cold calling or aggressive sales
 Fast-growing company with advancement potential
 Meaningful work helping families secure their future
If you’re motivated, coachable, and looking for an opportunity to grow with a company making a real impact, we’d love to hear from you.

This is a remote position.