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Part Time Financial Advisor Training Jobs in Boston, MA

Sports Clips

Hair Stylist/Barber

Milford, MA · On-site

$22 - $32/hr

Flexible full-time or part-time schedules that fit your life * Paid in-person training + ongoing education Amazing Benefits * Paid Sick + Vacation Time * 401(k) with professional financial advisors

Sports Clips

Hair Stylist/Barber

Marlborough, MA · On-site

$22 - $32/hr

Flexible full-time or part-time schedules that fit your life * Paid in-person training + ongoing education Amazing Benefits * Paid Sick + Vacation Time * 401(k) with professional financial advisors

McBride

Financial Manager

Hanscom Air Force Base, MA · Hybrid

$145K - $155K/yr

... and Training Command (AETC). This is a part-time (4 days a week/32 hours) position located at ... Use automated financial management systems for data analysis, reporting, and decision support.

freshformats

Service Teammate Part Time

Allston, MA · On-site

Service-oriented and enthusiasticattitude Advise customers aboutproducts and promote extra sales ... Ensures department organization,safety and cleanliness Assist in training newteammates, creating ...

freshformats

Service Teammate Part Time

Brighton, MA · On-site

Service-oriented and enthusiasticattitude Advise customers aboutproducts and promote extra sales ... Ensures department organization,safety and cleanliness Assist in training newteammates, creating ...

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All JobsFinancial Advisor Training JobsPart Time Financial Advisor Training JobsPart Time Financial Advisor Training Jobs in Boston, MA

Part Time Financial Advisor Training information

See Boston, MA salary details

$39.1K

$111K

$156.4K

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

As of Sep 6, 2026, the average yearly pay for part time financial advisor training in Boston, MA is $110,959.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,500.00 and $142,300.00 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.

Part Time Financial Advisor Training jobs near you

Insurance Agent - Full Training Provided!

Aflac

Danvers, MA • On-site

Full-time, Part-time

Medical, Life

Re-posted 20 days ago

Key responsibilities

  • Advise business owners and HR representatives on supplemental insurance coverage and value-added services for employees.

  • Conduct sales activities including presentations, enrollment, guidance, and education on insurance products.

  • Manage customer relationships, provide strategic solutions to clients, and maintain state licensing as required.

Aflac rating

7.2

Company rating: 7.2 out of 10

Based on 37 frontline employees who took The Breakroom Quiz

250th of 315 rated insurance

Job description

Your ideal sales career is waiting. If you are outgoing, entrepreneurial, and motivated, it’s time to find your calling with Aflac. Enjoy unlimited control, flexibility, and earning potential while representing one of the world’s most ethical companies and a leader in helping people with expenses health insurance doesn’t cover. We’re an unconventional company looking for unconventional people. Are you one of them?

Job Description

Be an advisor to business owners. Aflac benefits advisors work directly with business owners and HR representatives to plan supplemental insurance coverage and other value-added services for employees. It’s a key role with growth potential for you, backed by the power, resources, and trust of a well-known and reputable brand. And you’ll have the personal reward of helping to provide financial security and added peace of mind to clients when they experience a covered health event. Prior Sales experience is welcome, but not necessary.

Principal Duties & Responsibilities

Responsibilities include:

  • Sales - including presentations, B2B management, enrollment, guidance and education on insurance products
  • Entrepreneurial ambitions – including providing strategic and executable solutions to clients
  • Marketing strategy and lead generation
  • Customer/client/business owner (relationship, service, management)
  • Leadership and management of customer relationships
  • Benefits expertise (as an enroller, counselor, worksite liaison, communication preferences)
  • Maintaining state licensing (may include Life and/or Health, other)
Preferred Skills
  • Entrepreneurial ambitions
  • Ability to work well on teams
  • Skilled at time management
  • Interest in helping others
  • Positive attitude
  • Great work ethic
  • High level of integrity

Be your own boss and reap the benefits of your hard work. As a benefits advisor, you determine how much you want to make and go for it: With Aflac, you’re in charge. There are no ceilings to break through and no set hours. You decide how, when, and where you work – whether from the local coffee shop, an outdoor café, or the comfort of your home. It’s your trajectory on your terms.

Top-Notch Benefits

Benefits include stock bonus program, bonus rewards, and exotic trips. Compensation is discussed in detail with the hiring manager during the interview process. However, it is a combination structure that includes Commission, Residuals, Bonuses, and Stocks.

We will provide you with the resources to become a licensed agent. On-the-job training is built into our onboarding process.

Give us a look – or a second one – to create your future, your way.

Ratings refer only to the overall financial status of Aflac and are not recommendations of specific policy provisions, rates, or practices. Benefits advisors are independent agents and are not Aflac employees. Aflac's family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company, and/or Continental American Life Insurance Company.

Job Types
  • Full-time
  • Part-time
  • Internship
Schedule
  • Monday to Friday
Work Location

Multiple Locations

This is not a salaried position. Aflac sales agents earn commissions, bonuses, residual income, and stock.

Aflac’s affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state.

The content within is for recruiting purposes only. This information is not approved to distribute to prospective insureds, to prospective accounts, or to use as a solicitation. Aflac sales agents are independent agents and are not Aflac employees.

Aflac’s family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company.

Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999. Continental American Insurance Company | Columbia, SC.

What Aflac employees say

Pay

Benefits

Hours and flexibility

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