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Part Time Financial Advisor Training Jobs (NOW HIRING)

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 Training information

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$36K

$102.1K

$144K

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

As of Jun 1, 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 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 a 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 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:
Part Time Financial Advisor Training jobs near you

Financial Counselor PT

The Phipps Houses Group

Manhattan, NY

$32/hr

Part-time

Posted 8 hours ago

Job description

Financial Counselor

Role Description:

The Part-Time Financial Counselor will be responsible for leading the Rockaway Village Financial Counseling Program based at the Far Rockaway Opportunity Center. They will host monthly financial literacy workshops, conduct outreach, and hold one-on-one sessions to help residents living in affordable housing who are struggling with finances and in severe debt. 

This role is based at our Far Rockaway Opportunity Center.

The Financial Counselor will be required to work occasional evenings and weekends, with regular work hours Tuesday – Thursday, 11am-4pm. This position is available for a one-year period, with a potential extension depending on grant funds.

Duties and Responsibilities:

• Work closely with management to develop and plan monthly financial workshops both in-person and virtually focused on budgeting, credit scores, debt reduction strategies, etc. 

• Work closely with financial institutions to leverage resources and to facilitate workshops as needed for residents.

• Prepare one-on-one lessons for residents who are in debt and provide them with actionable strategies to reduce current debt

• Conduct outreach with the Resident Ambassador by contacting residents with significant rent arrears

• Prepare tasks for residents to complete prior to one-on-one sessions.

• Foster and maintain strong relationships with residents and offer a safe space for them.

• Be familiar with technology-related banking tools and apps.

• Use Salesforce to track residents’ progress and follow-ups.

• Be familiar and open with working with people of different cultures and backgrounds.

• Maintain safe and healthy training environments by following organizational standards.

• Perform other related tasks deemed necessary by the agency.

Qualifications:

• Bachelor’s degree required, preferably in finance, economics, or a business-related field

• Bilingual preferred (Spanish-speaking)

• 1-3 years of experience with financial counseling experience working with individuals of various backgrounds, including low-income communities, immigrants, etc.

Skills:

• Finance/Business skills

• Public Speaking

• Advanced skills in Microsoft Office

• Must have great presentation skills

• Excellent Communication

• Patience for Beginners

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

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