2

Part Time Financial Advisor Training 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 ...

next page

Showing results 1-20

Part Time Financial Advisor Training information

See salary details

$36K

$102.1K

$144K

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

As of Aug 27, 2026, the average yearly pay for part time financial advisor training 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 part time financial advisor training?

A Part Time Financial Advisor Training is a program designed for individuals who want to become financial advisors but need a flexible schedule. These programs typically provide foundational knowledge in financial planning, investment strategies, and client management, allowing trainees to learn while balancing other commitments. Participants often receive mentorship, on-the-job training, and may work towards required certifications. This type of training is ideal for career changers or those re-entering the workforce who seek to build a career in finance at their own pace.

What are the key skills and qualifications needed to thrive as a part-time financial advisor trainee, and why are they important?

To succeed as a Part-Time Financial Advisor Trainee, you need a basic understanding of financial principles, strong analytical skills, and at least a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and preparation for certifications such as the Series 7 or CFP is typical. Outstanding communication, active listening, and relationship-building skills help trainees connect with clients and work well within teams. These competencies are vital for building trust, accurately assessing client needs, and delivering tailored financial guidance while learning and growing in the role.

What are some common challenges faced by part-time financial advisor trainees, and how can they be addressed?

Part-time financial advisor trainees often face the challenge of balancing client acquisition with training requirements while managing a limited schedule. Building a client base takes time and persistence, especially when working part time, so efficient time management and proactive networking are essential. Trainees should seek mentorship within their firm, communicate their availability clearly, and leverage digital tools to maximize their productivity. Support from experienced advisors and ongoing professional development can help overcome these hurdles and set the stage for a successful career.

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

AspectPart Time Financial Advisor TrainingPart Time Financial Planner Training
CredentialsOften includes licensing prep (e.g., Series 7, Series 66)May include CFP certification prep and licensing
Work EnvironmentFinancial firms, banks, or independent agenciesFinancial planning firms, advisory practices
Industry UsageUsed by firms hiring advisors for client managementUsed by firms focusing on comprehensive financial planning
Search IntentTraining for becoming a financial advisorTraining for becoming a certified financial planner

Part Time Financial Advisor Training typically prepares individuals for entry-level advisor roles with licensing requirements, focusing on sales and client management. Part Time Financial Planner Training emphasizes comprehensive financial planning skills and CFP certification prep. Both are valuable for those seeking careers in financial services but differ in certification focus and job scope.

What cities are hiring for Part Time Financial Advisor Training jobs?

Cities with the most Part Time Financial Advisor Training job openings:

What are the most commonly searched types of Financial Advisor Training jobs?

The most popular types of Financial Advisor Training jobs are:

What states have the most Part Time Financial Advisor Training jobs?

States with the most job openings for Part Time Financial Advisor Training jobs include:

Financial Assistance Advisor - Part Time

Rutgers University

Newark, NJ • On-site

$29.67/hr

Part-time

Medical, Dental, Life, Retirement, PTO

Re-posted 17 days ago


Rutgers University rating

7.6

Company rating: 7.6 out of 10

Based on 67 frontline employees who took The Breakroom Quiz

290th of 623 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
29.670
Mid Range Salary
30.170
Maximum Salary
31.080
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

What Rutgers University employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom