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Part Time Financial Advisor Jobs in Kentucky (NOW HIRING)

Millions of times a day, we help people on their path to better health-from advising on ... Financial Profitability * Loss Prevention * Workflow Management A key component of the Staff ...

VOLED Region Advisors * The Naval Postgraduate School (NPS) * Navy War College (NWC) * USAF Air ... financial management, procurement and warehouse management. PART-TIME OPPORTUNITIES There are ...

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Part Time Financial Advisor information

See Kentucky salary details

$31.3K

$88.7K

$125.1K

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

As of Aug 8, 2026, the average yearly pay for part time financial advisor in Kentucky is $88,706.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,100.00 and $113,800.00 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 Kentucky? The most popular types of Financial Advisor jobs in Kentucky are:
What cities in Kentucky are hiring for Part Time Financial Advisor jobs? Cities in Kentucky with the most Part Time Financial Advisor job openings:
Infographic showing various Part Time Financial Advisor job openings in Kentucky as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, and 4% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $88,706 per year, or $42.6 per hour.

Senior Wealth Management & Trust Advisor

Bank of the Bluegrass and Trust Co

Lexington, KY • On-site

Full-time, Part-time

Re-posted 11 days ago


Job description

Job Title: Senior Wealth Management & Trust Advisor Job Code: 802
FLSA Status: X_ Exempt Non-Exempt Part-Time X Full-Time
EEO Job Category: 1B Reports to: Director of Wealth Mgmt.
Job Grade: 24 Revision Date: 2026
Supervisory Responsibility: No
General Function: The Wealth Management & Trust Advisor partners with high-net worth clients to identify their financial goals, analyze and develop recommendations that will help them work towards well defined financial objectives. Serve as a trusted advisor with clients, which allows the Wealth Management & Trust Advisor to provide strategic investment advice as well as recommend value-added products and services.
Essential Duties & Tasks:
• Seek new business opportunities to help grow the Wealth Management Department's portfolio of clients.
• Perform as investment agent or trustee or personal representative on behalf of existing and new clients.
• Maintain existing Wealth Management Relationships by performing tasks required within the scope of that relationship.
• Prospect and develop client relationships for new and additional business among existing and new account Wealth Management opportunities.
• Maintain and foster communications with customers and employees.
• Administering Wealth Management accounts, reviewing investments, placing trades, and making distributions.
• Prepare and gather documentation and reports for various committees
• Performance of related clerical account administrative duties while maintaining compliance.
• Maintain ongoing education to maintain certifications.
• Research, develop and schedule sales calling schedule while searching for new business opportunities.
• Ensuring compliance in BSA, OFCA, Privacy, Information Security, and all other regulations as applicable to the position. Failure to ensure compliance can result in Civil and Criminal Penalties, as well as corrective actions up to and including termination.
• Staying knowledgeable on the bank's products and services and looking for opportunities to make recommendations to customers based on need.
• Fostering the spirit of teamwork in supporting the bank's goals and mission statement.
• Attend weekly relationship manager meetings.
• Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority.
• Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.
• Actively participates within professional and community organizations.
• Actively networks and effectively builds relationships internally and externally of the Bank.
• Additional duties as assigned.
Requirements
Minimum Knowledge, Skills and Abilities:
• Bachelor's degree required.
• Graduate degree (JD, MBA) preferred.
• Professional designee (CTFA or similar)
• 5 + years of demonstrated fiduciary client service/sales.
• Advanced knowledge of trust administration, estate planning strategies, and income and estate tax matters
Physical & Mental Factors/Requirements:
  • Hearing, seeing, sitting for long periods, standing, operating a computer.
  • Manual dexterity to execute trust and bank documents and files.
  • Ability to stay focused and multi-task.
  • Ability to meet the pressure of deadlines.
  • Ability to communicate on the telephone, write, speak, read, hear and type.
  • Ability to work with little direct supervision.
  • Ability to perform manual tasks.
  • May be required to sit for extended periods of time, paying attention to detail.
  • Requires occasional bending, reaching and stretching.

Working Environment:
• Professional Office Environment. • Some Business Travel is required
EOE/M/F/Vet/Dis