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Part Time Financial Advisor Training Jobs (NOW HIRING)

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... is hiring Part-time Financial Literacy Student Ambassadors at the University Park campus. Our ... Other responsibilities will include completing a comprehensive training plan, outreach within the ...

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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 Training information

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$36K

$102.1K

$144K

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

As of Aug 6, 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 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 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 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:

Part-time Financial Literacy Student Ambassador

Penn State University

University Park, PA • On-site

Part-time

Re-posted 2 days ago


Penn State University rating

7.8

Company rating: 7.8 out of 10

Based on 103 frontline employees who took The Breakroom Quiz

226th of 615 rated colleges and universities


Job description

APPLICATION INSTRUCTIONS:
  • CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please login to Workday to complete the internal application process. Please do not apply here, apply internally through Workday.
  • CURRENT PENN STATE STUDENT (not employed previously at the university) and seeking employment with Penn State, please login to Workday to complete the student application process. Please do not apply here, apply internally through Workday.
  • If you are NOT a current employee or student, please click "Apply" and complete the application process for external applicants.

Approval of remote and hybrid work is not guaranteed regardless of work location. For additional information on remote work at Penn State, see Notice to Out of State Applicants.
JOB DESCRIPTION AND POSITION REQUIREMENTS
The Penn State Sokolov-Miller Family Financial and Life Skills Center is hiring Part-time Financial Literacy Student Ambassadors at the University Park campus. Our mission is to provide students with knowledge and skills to manage financial resources effectively for a lifetime of financial well-being. This position will focus on giving presentations and hosting workshops to increase the level of financial literacy of the student population, as well as play a pivotal role in assisting students in building strong financial behaviors. Other responsibilities will include completing a comprehensive training plan, outreach within the student body, and peer mentoring on a one-on-one basis. The individual will also play a role in the operations of the Sokolov-Miller Family Financial and Life Skills Center.
If you are an undergraduate student and can commit to consistently working up to 20 hours per week and desire a part-time position and/or have been awarded Federal Work-Study according to your Financial Aid report for the academic year, then you are encouraged to apply for a position as a Financial Literacy Ambassador.
Individuals from a variety of majors, are welcomed and encouraged to apply. This individual will be trained, supervised, and supported by the Penn State Sokolov-Miller Family Financial and Life Skills Center staff at University Park. Please contact the Center at finlit@psu.edu if you have any questions.
Only applications that include a resume and brief letter of interest will be considered.
BACKGROUND CHECKS/CLEARANCES
Employment with the University will require successful completion of background check(s) in accordance with University policies.
CAMPUS SECURITY CRIME STATISTICS
Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act and the Pennsylvania Act of 1988, Penn State publishes a combined Annual Security and Annual Fire Safety Report (ASR). The ASR includes crime statistics and institutional policies concerning campus security, such as those concerning alcohol and drug use, crime prevention, the reporting of crimes, sexual assault, and other matters. The ASR is available for review here.
EEO IS THE LAW
Penn State is an equal opportunity employer and is committed to providing employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are unable to use our online application process due to an impairment or disability, please contact 814-865-1473.
The Pennsylvania State University is committed to and accountable for advancing equity, respect, and belonging. We embrace individual uniqueness, as well as a culture of belonging that supports equity initiatives, leverages the educational and institutional benefits of inclusion in society, and provides opportunities for engagement intended to help all members of the community thrive. We value belonging as a core strength and an essential element of the university's teaching, research, and service mission.
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