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Part Time Financial Advisor Jobs (NOW HIRING)

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Job Title: Financial Advisor / Associate Advisor Job Type: Full-Time / Part-Time Work Authorization: Open Work Model: Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or ...

Shift: 9:00am - 1:00pm M, T, W, F and 8:00am - 4:30pm Thursdays Status: Part-Time; 6 shifts per bi ... Responsible for the reviewing, computing and approving Financial Assistance Applications.

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Part Time Financial Advisor information

See salary details

$36K

$102.1K

$144K

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

As of Jun 22, 2026, the average yearly pay for part time 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.

What is the difference between Part Time Financial Advisor vs Part Time Financial Planner?

AspectPart Time Financial AdvisorPart Time Financial Planner
CertificationsCFP, Series 7, Series 66CFP, Series 7, Series 66
Work EnvironmentFinancial firms, banks, independentFinancial firms, independent, consulting
Employer & Industry UsageFinancial services, wealth managementFinancial planning, wealth management
Search & Comparison IntentYesYes

Both Part Time Financial Advisor and Part Time Financial Planner roles require similar certifications like CFP and Series 7. They often work in financial firms or independently within the wealth management industry. The main difference lies in terminology; 'Financial Advisor' is a broader term, while 'Financial Planner' emphasizes comprehensive financial planning services. Both roles are commonly searched for by individuals seeking part-time financial guidance.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, and relevant certifications such as the CFP or CFA, along with a focus on high-value financial planning and investment management.

Is $20,000 enough to work with a financial advisor?

For a part-time financial advisor, $20,000 can serve as a starting investment or client portfolio, but the amount needed to work effectively depends on the advisor's fee structure and services. Many advisors require minimum investments or fees that may exceed this amount, so clients should verify specific requirements before engaging. Skills in financial planning and certifications like CFP can influence the scope of services offered.

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

To thrive as a Part Time Financial Advisor, you need strong analytical skills, financial expertise, and typically a bachelor's degree in finance or a related field, along with relevant certifications such as CFP or Series 7. Familiarity with financial planning software, CRM platforms, and investment analysis tools is crucial. Outstanding interpersonal communication, integrity, and the ability to build client trust are important soft skills in this role. These competencies enable advisors to deliver accurate, personalized financial guidance and maintain long-term client relationships, even on a part-time basis.

How do part-time financial advisors typically manage client relationships given their reduced hours?

Part-time financial advisors often use strategic scheduling and digital tools to stay responsive and accessible to their clients. They may prioritize regular check-ins, leverage client management software, and set clear expectations regarding their availability. Collaborating closely with full-time team members or support staff can also help ensure that clients receive timely service and advice. This approach allows part-time advisors to maintain strong client relationships while effectively balancing their workload.

Is 50,000 enough to work with a financial advisor?

For a part-time financial advisor, a $50,000 income can be sufficient depending on the location, client base, and services offered. Many advisors start with smaller client portfolios and gradually grow their practice, often requiring certifications like the CFP and strong interpersonal skills. Income levels vary widely based on experience, client retention, and the fee structure used, such as hourly, flat fee, or commission-based models.

What does a part time financial advisor do?

A part time financial advisor helps clients manage their finances, including investments, retirement planning, and budgeting, while working fewer hours than a full-time advisor. They may work with individual clients or small businesses, offering personalized advice based on financial goals and current market conditions. Part time financial advisors often have flexible schedules and may work independently or with a financial services firm. Their responsibilities can include assessing client needs, recommending financial products, and helping clients make informed financial decisions.

Can you be a part-time financial advisor?

Yes, many financial advisory firms and independent advisors offer part-time positions, allowing individuals to provide financial planning and investment advice on a flexible schedule. Part-time financial advisors typically need relevant certifications such as the Series 7 or Series 65 and strong communication skills, and they may work evenings or weekends to accommodate clients' needs.
More about Part Time Financial Advisor jobs
What cities are hiring for Part Time Financial Advisor jobs? Cities with the most Part Time Financial Advisor job openings:
What are the most commonly searched types of Financial Advisor jobs? The most popular types of Financial Advisor jobs are:
What states have the most Part Time Financial Advisor jobs? States with the most job openings for Part Time Financial Advisor jobs include:
Infographic showing various Part Time Financial Advisor job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 62% Full Time, 36% Part Time, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Assistance Advisor - Part Time

Rutgers University

Newark, NJ • On-site

$28.79/hr

Part-time

Medical, Dental, Life, Retirement, PTO

Posted 11 days ago


Rutgers University rating

7.7

Company rating: 7.7 out of 10

Based on 66 frontline employees who took The Breakroom Quiz

217th of 539 rated colleges and universities


Job description

Position Details
Position Information
Recruitment/Posting Title
Financial Assistance Advisor - Part Time
Job Category
Staff & Executive - Finance/Accounting/Purchasing
Department
UBHC - PH Child & Adolescent
Overview
Rutgers University Behavioral Health Care (UBHC), established in 1971, offers a full continuum of evidence based behavioral health and addiction services for children, adolescents, adults, and seniors throughout New Jersey. UBHC's 1,060 experienced behavioral health professionals and support staff are dedicated to treatment, prevention, and education. UBHC, one of the largest providers of behavioral health care in the country, has a budget of $260 million and has 15 sites throughout New Jersey. Services are readily accessible and include: inpatient, outpatient, partial hospitalization, screening, crisis stabilization, family/caregiver support, community outreach and case management, supportive housing, supported employment, prevention and consultation, employee assistance programs, and a licensed therapeutic school from preschool through high school. Specialty services include the New Jersey suicide prevention helpline and peer help lines for police, veterans, active military, teachers, mothers of special needs children and child protective service workers. In FY2016, UBHC treated 16,199 consumers, had 24,502 admissions, and touched the lives of 19,441 individual callers through peer support. In addition, UBHC is the primary mental health training resource for the New Jersey departments of Human Services, Children and Families, and Corrections, delivering 16,000 trainings each year.
Posting Summary
Rutgers, The State University of New Jersey is seeking a part-time Financial Assistance Advisor for the Outpatient Services - Newark within Rutgers University Behavioral Health Care.
The primary purpose of the part-time Financial Assistance Advisor is to be responsible for the registration process for the UBHC Outpatient Programs.
Among the key duties of this position are the following:
  • Interviews the patient and/or relatives and assists in the completing all required registration forms.
  • Obtains necessary demographic and financial information prior to treatment.
  • Obtains copies of the customer's insurance cards and identification prior to treatment.
  • Reviews patient insurance information that was verified prior to patients' appointment.
  • Forwards patients' registration packages to Clinical Records to achieve a complete Medical Records folder.
  • Reviews the online Medicaid site for patients without health insurance benefits (self-pay patients) to determine if the patient has qualified for Medicaid coverage.
  • Enters completed insurance data into revenue cycle system.
  • Completes requirement tracking when a client is initially registered and/or routinely updated

FLSA
Nonexempt
Grade
192
Salary Details
Minimum Salary
28.790
Mid Range Salary
29.290
Maximum Salary
30.170
Offer Information
The final salary offer may be determined by several factors, including, but not limited to, the candidate's qualifications, experience, and expertise, and availability of department or grant funds to support the position. We also take into consideration market benchmarks, if and when appropriate, and internal equity to ensure fair compensation relative to the university's broader compensation structure. We are committed to offering competitive and flexible compensation packages to attract and retain top talent.
Benefits
Rutgers provides a comprehensive benefits package to eligible employees. The specific benefits vary based on the position and may include:
  • Medical, prescription drug, and dental coverage
  • Paid vacation, holidays, and various leave programs
  • Competitive retirement benefits, including defined contribution plans and voluntary tax-deferred savings options
  • Employee and dependent educational benefits (when applicable)
  • Life insurance coverage
  • Employee discount programs

Position Status
Part Time
Working Hours
20 hours per week Monday through Friday
Standard Hours
35.00
Daily Work Shift
Day
Work Arrangement
This position requires a fully on-site work arrangement.
Union Description
Teamsters 97
Payroll Designation
PeopleSoft
Seniority Unit
Terms of Appointment
Staff - 12 month
Position Pension Eligibility
PERS
Qualifications
Minimum Education and Experience
  • Two (2) to three (3) years of progressively more responsible clerical experience, one (1) year of which must have been in a physician's office, hospital billing office or insurance company which involved billing and collection or medical insurance activities.

Certifications/Licenses
Required Knowledge, Skills, and Abilities
  • Prior experience functioning in a computerized environment.

Preferred Qualifications
  • Familiarity with medical terminology.

Equipment Utilized
Physical Demands and Work Environment
PHYSICAL DEMANDS: Position requires standing under 1/3 of the time, walking to under 1/3 of the time, sitting to over 2/3 of the time, use of hands to finger, handle, or feel over 2/3 of the time, reach with hands and arms under 1/3 of the time, talk or hear over 2/3 of the time. Requires lifting up to 10 pounds under 1/3 of the time. Special vision requirements of close vision ( clear vision at 20 inches or less), distance vision ( clear vision at 20 feet or more) and ability to adjust focus ( ability to adjust the eye to bring an object into sharp focus)
WORK ENVIRONMENT: Moderate noise (examples: business office with computers and printers, light traffic). Exposure to fumes or airborne particles under 1/3 of the time and toxic or caustic chemicals under 1/3 of the time.
Special Conditions
Posting Details
Posting Number
26ST1001
Posting Open Date
Special Instructions to Applicants
Regional Campus
Rutgers Biomedical and Health Sciences (RBHS)
Home Location Campus
Newark (RBHS)
City
Newark
State
NJ
Location Details
Pre-employment Screenings
All offers of employment are contingent upon successful completion of all pre-employment screenings.
Immunization Requirements
Under Policy 100.3.1 Immunization Policy for Covered Individuals, if employment will commence during Flu Season, Rutgers University may require certain prospective employees to provide proof that they are vaccinated against Seasonal Influenza for the current Flu Season, unless the University has granted the individual a medical or religious exemption. Additional infection control and safety policies may apply. Prospective employees should speak with their hiring manager to determine which policies apply to the role or position for which they are applying. Failure to provide proof of vaccination for any required vaccines or obtain a medical or religious exemption from the University will result in rescission of a candidate's offer of employment or disciplinary action up to and including termination.
Equal Employment Opportunity Statement
It is university policy to provide equal employment opportunity to all its employees and applicants for employment regardless of their race, creed, color, national origin, age, ancestry, nationality, marital or domestic partnership or civil union status, sex, pregnancy, gender identity or expression, disability status, liability for military service, protected veteran status, affectional or sexual orientation, atypical cellular or blood trait, genetic information (including the refusal to submit to genetic testing), or any other category protected by law. As an institution, we encourage all qualified applicants to apply. For additional information please see the Non-Discrimination Statement at the following web address: http://uhr.rutgers.edu/non-discrimination-statement

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