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Part Time Financial Advisor Jobs in Ohio (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 ...

HORAN Wealth

Wealth Advisor

Cincinnati, OH · On-site

Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt Position ... With a focus on personalized financial planning and investment strategies, we strive to empower our ...

Allworth Financial

Tax Manager

Cincinnati, OH · On-site

$100K - $150K/yr

... 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 ...

Parallel Advisors

Office Manager (Part Time)

Dayton, OH · On-site

$27K - $35K/yr

Parallel Advisors, LLC - Parallel Advisors is a fast-growing, independent, Registered Investment ... From this insight, we build a financial framework from which all our recommendations - including ...

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

... 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 ...

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

Part Time Financial Advisor information

See Ohio salary details

$34.2K

$97.1K

$136.9K

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

As of Aug 9, 2026, the average yearly pay for part time financial advisor in Ohio is $97,099.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,300.00 and $124,500.00 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 Ohio? The most popular types of Financial Advisor jobs in Ohio are:
What cities in Ohio are hiring for Part Time Financial Advisor jobs? Cities in Ohio 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 Ohio as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 21% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $97,099 per year, or $46.7 per hour.

CFO

Rainmaker Resources, LLC

Cincinnati, OH • Hybrid

Part-time

Re-posted 8 days ago

Job description

NonProfit Fractional Chief Financial Officer (CFO)
Part-time | Hybrid Opportunity | Cincinnati, Ohio
Reports to: Executive Leadership
Manages: Finance & Accounting team (3–4 members)

Position Overview
An established organization is seeking a Fractional CFO to serve as a strategic financial advisor, providing high-level financial oversight, strategic planning, and fiscal leadership. This individual will ensure financial stability, regulatory compliance, and alignment with organizational goals for sustainability and growth. 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 financial strategy, forecasting, compliance, and risk management.
  • Lead long-term financial planning, growth, and sustainability strategies.
  • Support strategic initiatives, including partnerships, investment management, and capital projects.
  • Oversee financial reporting, budgeting, and forecasting processes.
  • Partner with senior finance staff to ensure accurate and timely financial statements.
  • Provide oversight of accounting functions (AP/AR, bank reconciliation, etc.).
  • Support audit preparation and manage interactions with external auditors.
  • Develop and implement financial policies, procedures, and internal controls.
  • Drive continuous improvement within finance operations.
  • Monitor grant budgets and ensure compliance with funder requirements.
  • Advise on financial aspects of grant applications and funding sources.
  • Ensure adherence to GAAP, regulatory requirements, and best practices.
Qualifications
  • Bachelor’s degree in accounting, finance, or related field required.
  • 10+ years of progressive financial and accounting leadership.
  • Nonprofit experience strongly preferred.
  • Strong technical fluency with financial systems and MS Office.
  • Proven experience advising executive leadership and Boards.
  • Ability to thrive in a dynamic, fast-paced environment.
  • Excellent project, process management, and communication skills.
Working Environment
  • Hybrid opportunity with flexibility in scheduling.
  • Estimated 8–20 hours per week, depending on organizational needs.
  • Blend of remote and in-office collaboration required for meetings, reporting deadlines, and presentations.