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Part Time Credit Union Financial Advisor Jobs (NOW HIRING)

AllCom Credit Union

Credit Union Teller

Worcester, MA · On-site

$16 - $20/hr

You believe that great financial relationships start with outstanding service, not a sales pitch ... Schedule: Full-time or Part-time. Requires Thursday evenings and rotating Saturday mornings for ...

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Part Time Credit Union Financial Advisor information

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$36K

$102.1K

$144K

How much do part time credit union financial advisor jobs pay per year?

As of Jul 2, 2026, the average yearly pay for part time credit union financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

How much does a part-time financial advisor make?

Part-time credit union financial advisors typically earn between $15 and $30 per hour, depending on experience, location, and the specific credit union. Their annual income varies based on hours worked and commissions or bonuses related to client services.

What is a part-time financial advisor?

A part-time financial advisor is a professional who provides financial planning and investment advice on a reduced schedule, often working fewer hours than a full-time advisor. They typically serve clients part-time, may have similar certifications such as CFP, and often work in financial institutions or independently, focusing on specific client needs or niche markets.

What are the key skills and qualifications needed to thrive as a Part Time Credit Union Financial Advisor, and why are they important?

To thrive as a Part Time Credit Union Financial Advisor, you need a solid understanding of financial products, investment strategies, and regulatory requirements, usually backed by a bachelor's degree in finance or a related field. Familiarity with customer relationship management (CRM) software, financial planning tools, and relevant certifications such as Series 6 or 7 licenses is often necessary. Excellent interpersonal skills, active listening, and ethical judgment help build trust and effectively guide members toward financial decisions. These skills ensure compliance, foster strong client relationships, and support the financial well-being of credit union members.

Can you make good money working at a credit union?

A part-time credit union financial advisor can earn a competitive income, often supplemented by commissions, bonuses, or incentives based on performance. While part-time roles typically pay less than full-time positions, experienced advisors with strong client relationships can still achieve a solid income, especially with additional certifications like the Series 6 or 63. Overall, earnings depend on the location, the credit union's size, and the advisor's skills and sales ability.

What are some common challenges faced by part-time Credit Union Financial Advisors, and how can they be effectively managed?

Part-time Credit Union Financial Advisors often face the challenge of managing client relationships and maintaining up-to-date knowledge with limited hours. Balancing multiple clients’ needs while working fewer hours requires excellent time management and clear communication to ensure clients feel supported. Staying connected with the full-time team and participating in regular training sessions can help advisors remain informed about new products and regulatory changes. Establishing a routine for follow-ups and leveraging digital tools for client engagement are effective strategies for success in this role.

What is the difference between Part Time Credit Union Financial Advisor vs Part Time Bank Financial Advisor?

AspectPart Time Credit Union Financial AdvisorPart Time Bank Financial Advisor
CredentialsFINRA Series 6/7, possibly CFPFINRA Series 6/7, possibly CFP
Work EnvironmentCredit union branches, community-focusedBank branches, retail banking setting
Employer & IndustryCredit unions, cooperative financial servicesBanks, retail banking industry
Common Search/ComparisonYesYes

Both roles involve providing financial advice and require similar certifications like Series 6/7. Credit union advisors often work in community-oriented settings, while bank advisors are based in retail banking environments. The main difference lies in the employer type and client focus, but the skills and credentials are largely comparable.

What are part time credit union financial advisors?

Part time credit union financial advisors are professionals who work with credit union members, typically on a part-time schedule, to provide guidance on financial matters such as savings, loans, investments, and retirement planning. They help members understand their financial options and make informed decisions tailored to their individual needs. Unlike full-time advisors, part-time financial advisors may have more flexible hours and may split their time among various branches or responsibilities. Their role is crucial in supporting the financial well-being of credit union members and ensuring members receive personalized financial advice.

Can I be a financial advisor as a side hustle?

A part-time credit union financial advisor can often work as a side hustle, provided they meet licensing and certification requirements such as FINRA registration or CFP certification. Balancing client appointments and compliance obligations is essential, and some firms may have policies regarding outside employment. It is important to ensure that the side work does not conflict with your primary employment or regulatory standards.
More about Part Time Credit Union Financial Advisor jobs
What are the most commonly searched types of Credit Union Financial Advisor jobs? The most popular types of Credit Union Financial Advisor jobs are:
What job categories do people searching Part Time Credit Union Financial Advisor jobs look for? The top searched job categories for Part Time Credit Union Financial Advisor jobs are:
Part Time Credit Union Financial Advisor jobs near you
Part-Time Financial Services Associate I - IV

Part-Time Financial Services Associate I - IV

Sierra Central Credit Union

Chico, CA • On-site

$20.09 - $28.16/hr

Full-time, Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

Description:

We are seeking a reliable and customer-focused individual to join our team as a part-time Financial Services Associate I-IV. In this role, you will be responsible for providing exceptional customer service, processing transactions accurately, and promoting our products and services to customers.


Summary:

Provide accurate, prompt and professional member service while promoting credit union services. Actively participate in the branch efforts to meet or exceed assigned production goals.


Responsibilities:

- Greeting customers and assisting them with their banking needs

- Processing deposits, withdrawals, and other transactions accurately and efficiently

- Balancing cash drawers and reconciling discrepancies

- Cross-selling bank products and services to customers

- Inputting new account/loan applicant requests

- Assisting customers with account inquiries and problem resolution in a professional manner

- Adhering to bank procedures and security protocols to ensure the safety of customer transactions

- Willing to travel and work at other branches as business needs dictate, sometimes on short notice.

Requirements:

Qualifications:

- High school diploma or equivalent

- Previous customer service experience preferred

- Comfortable doing sales and cold-calling

- Strong communication and interpersonal skills

- Ability to work efficiently in a fast-paced environment

- Attention to detail and accuracy in handling transactions

- Knowledge of banking products and services is a plus

- Must pass background check


Compensation Range

The company anticipates offering an annual salary between $20.09 and $28.16 for this position at the time of hire. This range includes base salary (or hourly wages) and does not include possible overtime for non-exempt employees or any applicable performance-based incentives or commissions.


Financial Service Associate I - $20.09 - $20.59 - No banking to less than 3 years of banking/financial institution experience. Cash handling and customer service preferred.

Financial Service Associate II - $21.00 - $22.57 - Three years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one year experience as Financial Service Associate preferred.

Financial Service Associate III - $23.60 - $25.46 - Four years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one-year experience as Financial Service Representative preferred.

Financial Service Associate IV - $25.00 - $28.16 - Four plus years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one-year experience as Financial Service Representative preferred.


Annual Merit Increase

Employees are eligible for a discretionary yearly merit-based salary adjustment, based on individual performance and company results.


Comprehensive Benefits Package:

We provide a robust benefits package designed to support your health, financial security, and work-life balance including:

  • Medical, Dental & Vision Insurance options
  • Voluntary Lines including hospital indemnity, accident, and critical illness policies
  • Company Paid HRA (with enrollment in certain health plans)
  • Company Paid Basic Term Life Insurance
    • Coverage at 2Ă— annual base salary, up to a maximum of $500,000 for full-time employees
    • $25,000 for part-time employees
  • Company Paid Long-Term Disability Insurance for Full-Time Employees
  • Company Paid Telehealth Services Membership (Teladoc)
  • Company Paid Employee Assistance Program (EAP)
  • 401(k) Retirement Plan
    • Employer-funded safe harbor contribution of 3% of employee's eligible earnings
    • Discretionary employer match on employee contributions
  • Flexible Spending Accounts
    • HSA
    • Medical FSA
    • Dependent Care FSA
    • Limited Purpose FSA
  • Paid Time Off
    • Vacation accruals based on status and tenure within company
    • 12 sick days accrued annually for full-time employees
    • 1 hour for every 30 hours worked for part-time employees
    • 11 paid holidays (eligible after 90 days of employment)
  • Travel Expense Reimbursement
    • All necessary and work-related travel expenses will be reimbursed in accordance with company policy

If you are a motivated individual with a passion for providing excellent customer service, we encourage you to apply for this position. We offer a competitive salary, benefits package, and opportunities for career growth within our organization. We look forward to receiving your application and potentially welcoming you to our team as a Financial Services Associate I - IV. Thank you for considering this employment opportunity.