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Part Time Financial Advisor Jobs in California (NOW HIRING)

Vessel Advisors

Fractional CFO

Irvine, CA · On-site

Vessel Advisors is a dynamic and forward-thinking accounting firm that specializes in providing ... This role offers flexibility as you will collaborate with clients on a part-time basis, allowing ...

Vessel Advisors

Fractional CFO

Irvine, CA · On-site

Vessel Advisors is a dynamic and forward-thinking accounting firm that specializes in providing ... This role offers flexibility as you will collaborate with clients on a part-time basis, allowing ...

Vessel Advisors

Fractional CFO

Irvine, CA · Hybrid

Vessel Advisors is a dynamic and forward-thinking accounting firm that specializes in providing ... This role offers flexibility as you will collaborate with clients on a part-time basis, allowing ...

Allworth Financial

Tax Preparer

Folsom, CA · On-site

$75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Participate in tax strategy discussions with clients and collaborate with their financial advisors ... Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are ...

Allworth Financial

Tax Preparer

Folsom, CA · On-site

$75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Participate in tax strategy discussions with clients and collaborate with their financial advisors ... Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are ...

Allworth Financial

Tax Manager

Folsom, CA · On-site

$130K - $180K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... advising, and 401(k) management with a direct approach to financial planning. Allworth Financial ... Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are ...

Allworth Financial

Tax Manager

Folsom, CA · On-site

$130K - $180K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... advising, and 401(k) management with a direct approach to financial planning. Allworth Financial ... Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are ...

JCYC

College Success Advisor

San Francisco, CA · On-site

$23.50 - $25/hr

  • PTO

COLLEGE SUCCESS ADVISOR POSITION: PART-TIME (UP TO 20 HOURS PER WEEK) COMPENSATION: $23.50-$25.00 ... Conduct financial aid and college information presentations at the assigned high school and/or ...

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Showing results 21-40

All JobsFinancial Advisor JobsPart Time Financial Advisor JobsPart Time Financial Advisor Jobs in California

Part Time Financial Advisor information

See California salary details

$35.5K

$100.8K

$142.1K

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

As of Aug 17, 2026, the average yearly pay for part time financial advisor in California is $100,797.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $129,300.00 per year, depending on experience, location, and employer.

Can I become a part time financial advisor at 40?

Part time financial advisor roles are available to individuals of any age, including at 40, provided they meet licensing requirements such as passing the Series 7 and Series 66 exams and have relevant skills in finance and client management. Age is generally not a barrier, and experience can be an asset in this profession.

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.

What are the key skills and qualifications needed to thrive as a part time financial advisor?

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 a part time financial advisor work part-time?

Yes, a part time financial advisor typically works fewer hours than a full-time advisor, often on a flexible schedule that can be tailored to their availability. Many firms allow part time advisors to serve clients and earn commissions or fees, provided they meet licensing and certification requirements.

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.

Can you be a part time financial advisor as a side hustle?

Part time financial advisors can often work flexible hours and may take on clients outside of full-time employment, making it feasible to pursue as a side hustle. However, they must ensure compliance with licensing requirements, such as FINRA or SEC regulations, and manage potential conflicts of interest with their primary job. Balancing client workload and maintaining professional standards are important considerations for part time financial advisors.

Can I do part time financial advising?

Part time financial advising is possible and common, especially for professionals balancing other commitments. Many financial advisors work flexible hours, and some firms offer part time or freelance opportunities, often requiring relevant certifications like the CFP and strong client management skills.

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

The most popular types of Financial Advisor jobs in California are:

What cities in California are hiring for Part Time Financial Advisor jobs?

Cities in California with the most Part Time Financial Advisor job openings:

Part Time Financial Advisor jobs near you
Infographic showing various Part Time Financial Advisor job openings in California as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 2% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $100,797 per year, or $48.5 per hour.

Fractional CFO

Vessel Advisors

Irvine, CA • On-site

Part-time

Re-posted 2 hours ago

Job description

Vessel Advisors is a dynamic and forward-thinking accounting firm that specializes in providing bespoke financial solutions to a diverse portfolio of clients. We are currently seeking experienced Fractional CFOs to join our team. This opportunity is designed for a strategic financial leader who is capable of stepping into a variety of roles that can address the unique financial challenges faced by our clients. As a Fractional CFO, you will work closely with businesses of different sizes (primarily SMBs of $5-100M), providing high-level financial guidance, strategic planning, and direction to ensure they achieve their financial goals. This role offers flexibility as you will collaborate with clients on a part-time basis, allowing you to manage multiple engagements on a contract basis, while wielding a significant impact on each organization's financial health. The ideal candidate should thrive in a fast-paced environment, possess exceptional analytical skills, and have a deep understanding of financial strategy and operations, and be willing to utilize cloud based software. At Vessel Advisors, we prioritize integrity, creativity, and teamwork, and we are excited to find Fractional CFOs who align with our core values and are ready to drive excellence in our clients' financial endeavors.
We're looking for exceptional fractional CFOs who are experts in a variety of industries and are local or within driving distance of Irvine, CA. We invite you to apply to join our bench of independent contractors - to serve our clients in upcoming and recurring projects. Please do not apply or contact us without at least 10+ years in the CFO seat for SMBs.
Responsibilities
  • Provide high-level financial management and strategic planning services to clients as a Fractional CFO.
  • Analyze client financials, assess risk, and develop insights to guide strategic decision-making.
  • Assist clients in budgeting, forecasting, and financial modeling to ensure sustainable business growth.
  • Support mergers, acquisitions, and other financial transactions by providing expert advice and due diligence.
  • Collaborate with accounting teams to prepare financial statements and reports that comply with regulations and standards.
  • Implement financial systems and processes to enhance reporting accuracy and efficiency.
  • Serve as a trusted advisor, communicating complex financial information in an understandable manner to non-financial stakeholders.

Requirements
  • Bachelor's degree in accounting, finance, or a related field; MBA or CPA preferred.
  • 10+ years in the CFO seat for small-medium sized businesses
  • Proven experience as a CFO, financial consultant, or similar role, with a track record of success in managing financial strategy.
  • Strong understanding of corporate finance principles, budgeting, forecasting, and financial reporting.
  • Excellent analytical skills and the ability to interpret complex financial data and trends.
  • Exceptional communication and interpersonal skills, with a talent for building relationships with clients. We need someone who can lead a meeting room during a Discovery Assessment onsite with a client.
  • Willingness to, and skilled at, working both remote and in office.
  • Demonstrated capacity to work independently and manage multiple projects simultaneously.
  • Proficient in financial software and advanced Excel skills, with the ability to quickly adapt to new tools.
  • Proactivity & Leadership - we need proactive CFOs who take the lead and can execute on deliverables. Please do not apply if you wait to be told what to do.
  • Willingness to travel for 1-2 days per client engagement for our onsite client assessments
  • Consultative approach - we need CFOs who are natural leaders and excel at mentorship/advisory.

If you're passionate about delivering value, have experience in high-level financial roles, and thrive in a flexible, remote (sometimes limited hybrid/onsite) environment, we'd love to hear from you! Learn more about what we do and who we are by visiting www.vesseladvisors.com.

Apply