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Part Time Financial Advisor Jobs in California (NOW HIRING)

Elite One Capital

Customer Care Representative

Sacramento, CA · On-site

$17 - $23.25/hr

... with Financial Advisors to ensure every client feels valued and supported. You'll be the go-to ... Whether you're looking for part-time or full-time work, we offer flexible scheduling to fit your ...

ActionLink

Sales Advisor - Sony

San Marcos, CA · On-site

$19 - $21/hr

  • Retirement

  • PTO

ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a ... Secure your financial future! * Paid time off: Take a break and recharge! What you will do: * Share ...

ActionLink

Sales Advisor - Sony

San Marcos, CA · On-site

$19 - $21/hr

  • Retirement

  • PTO

ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a ... Secure your financial future! * Paid time off: Take a break and recharge! What you will do: * Share ...

ActionLink

Sales Advisor - Sony

San Marcos, CA · On-site

$19 - $21/hr

  • Retirement

  • PTO

ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a ... Secure your financial future! * Paid time off: Take a break and recharge! What you will do: * Share ...

Allworth Financial

Client Service Administrator

Sacramento, CA · On-site

$75 - $85K/hr

  • 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 ...

Palomar Health

Financial Rep Access Dept

Escondido, CA · On-site

  • Medical

  • Vision

... Part-Time Shift Varies Hours Per Shift 12 Hours Per Pay Period 60 Position at Palomar Health ... This may include advising applicable admits of pre-payment deposits and monthly payment ...

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Showing results 41-60

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.

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.

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.

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.

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.

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.

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.

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.

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.

Customer Care Representative

Elite One Capital

Sacramento, CA • On-site

$17 - $23.25/hr

Full-time, Part-time

Re-posted 2 days ago

Job description

Description
At Elite One Capital, we're committed to empowering individuals and families to make informed financial decisions, and you're invited to be part of this mission as a Customer Care Representative. In this role, you'll be at the heart of our client interactions, working closely with Financial Advisors to ensure every client feels valued and supported. You'll be the go-to contact for our clients, providing them with seamless service through proactive communication, appointment coordination, and support initiatives. If you're passionate about helping others and thrive in a collaborative environment, this could be the perfect opportunity for you.
We're looking for someone who enjoys building relationships and takes pride in delivering outstanding customer service. You'll be responsible for scheduling and preparing clients for appointments, responding to inquiries, coordinating service requests, and assisting with financial education initiatives. The ideal candidate is personable, organized, and comfortable interacting with clients via phone, video meetings, and email. Whether you're looking for part-time or full-time work, we offer flexible scheduling to fit your availability. Join us at Elite One Capital, where you'll grow your skills in client relationship management and gain valuable exposure in the financial services industry, all while contributing to our positive, growth-oriented culture.
Responsibilities
• Engage with clients through phone, video, and email to provide exceptional service and build lasting relationships.
• Coordinate and schedule client appointments, ensuring all necessary preparations are completed ahead of time.
• Respond promptly to client inquiries, offering clear and accurate information to enhance their financial understanding.
• Collaborate with Financial Advisors to support client needs and ensure seamless service delivery.
• Assist in organizing and executing financial education initiatives to empower clients with knowledge.
• Manage and resolve client service requests efficiently, maintaining a high level of client satisfaction.
• Document client interactions and updates in our CRM system to ensure accurate and up-to-date records are maintained.
Qualifications
• Experience in customer service, preferably in a retail or financial services setting.
• Ability to communicate effectively and empathetically with clients via phone, email, and video.
• Proven track record of building and maintaining strong client relationships.
• Strong organizational skills to manage appointments and client interactions efficiently.
• Proficiency in using CRM systems to document and track client information accurately.
• Ability to collaborate seamlessly with team members and Financial Advisors to meet client needs.
• Comfortable with multitasking and managing multiple client requests simultaneously in a fast-paced environment.

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