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Part Time Financial Advisor Jobs (NOW HIRING)

W3Global Inc.

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 ...

Ameriprise Financial

Administrative Assistant

Dearborn, MI · On-site

$16.50 - $22.25/hr

... help our advisors and employees reach their true potential by embracing an inclusive and ... We are a growing financial advisory firm seeking a part-time, in-office, Administrative Assistant ...

Ameriprise Financial

Administrative Assistant

Dearborn, MI · On-site

$16.50 - $22.25/hr

... help our advisors and employees reach their true potential by embracing an inclusive and ... We are a growing financial advisory firm seeking a part-time, in-office, Administrative Assistant ...

Rainmaker Resources, LLC

CFO

Cincinnati, OH · Hybrid

The role is well-suited for experienced financial executives seeking a flexible part-time or contract engagement. Key Responsibilities * Advise the CEO, Board, and executive leadership team on ...

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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 Jul 13, 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.

Can a financial advisor work part-time?

Yes, financial advisors can work part-time, often providing services on a flexible schedule to clients. Part-time roles may require specific certifications such as the Series 7 or Series 66 and typically involve fewer client meetings than full-time positions.

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.

How much does a part-time financial advisor make?

Part-time financial advisors typically earn between $20 and $50 per hour, depending on experience, location, and client base. Annual earnings can vary widely but often range from $25,000 to $60,000 for those working part-time hours. Compensation may also include commissions or bonuses based on client performance and sales.

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.

Can I be a financial advisor as a side hustle?

A part-time financial advisor can work as a side hustle if they have the necessary certifications, such as the Series 7 or Series 65, and comply with licensing and regulatory requirements. Many financial advisors choose to offer services outside their primary employment, often during evenings or weekends, but they must ensure they do not violate their employment agreements or licensing rules.

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.

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

While some experienced financial advisors can earn $500,000 or more annually, this level of income is typically achieved by top performers managing large client portfolios or working in high-net-worth markets. Most financial advisors earn between $60,000 and $150,000 per year, with higher earnings often linked to bonuses, commissions, and certifications like the CFP or CFA.
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:
Part Time Financial Advisor jobs near you
Infographic showing various Part Time Financial Advisor job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Financial Advisor

Financial Advisor

W3Global Inc.

Appleton, WI • Hybrid

$75K - $125K/yr

Full-time, Part-time

Re-posted 5 days ago

Job description

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 Associate Advisor to join a growing wealth management and financial planning practice. The ideal candidate should possess strong relationship-building abilities, financial planning knowledge, and a client-first mindset. This role offers long-term career growth for professionals interested in advisory services, retirement planning, investment management, and wealth strategies.

Key Responsibilities

  • Manage and develop client relationships

  • Conduct financial planning and investment reviews

  • Provide guidance on retirement, tax, insurance, and estate planning strategies

  • Lead client meetings and present financial recommendations

  • Support business development through referrals and networking

  • Collaborate with internal leadership and advisory teams

  • Maintain compliance with financial industry regulations

Required Qualifications

  • Bachelor's degree in Finance, Business, Economics, or related field

  • Experience in financial planning, wealth management, or advisory services

  • Strong communication and interpersonal skills

  • Self-motivated with business development mindset

  • Active Series 7 and Series 66 preferred

  • Series 6 candidates with upgrade plan may be considered

  • Insurance licenses preferred or willingness to obtain

Preferred Skills

  • Experience managing client relationships

  • Knowledge of retirement and investment planning

  • Understanding of tax-efficient wealth strategies

  • Client-facing presentation skills

  • Entrepreneurial and growth-oriented mindset

Ideal Candidate

  • Relationship-driven advisor

  • Interested in long-term career growth

  • Comfortable building and managing a client portfolio

  • Planning-first approach rather than transactional sales

  • Strong organizational and follow-through skills

Industry

Financial Services / Wealth Management / Financial Planning

Experience Level

Mid-Level to Senior-Level

Interview Process

  • Initial screening

  • Client interview

  • Final discussion with leadership

Notes

  • Candidates with an existing client base are highly preferred

  • Licensing support and long-term growth opportunities available

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs