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Part Time Financial Advisor Jobs in Ohio (NOW HIRING)

Accounting Intern (Part-Time)

Columbus, OH ยท On-site

$15.50 - $19.50/hr

This is a hands-on role; you'll work directly with real financial data and gain practical ... We combine a powerful digital experience with assistance from our team of trusted advisors. Matic ...

Accounting Intern (Part-Time)

Columbus, OH ยท On-site

$15.50 - $19.50/hr

This is a hands-on role; you'll work directly with real financial data and gain practical ... We combine a powerful digital experience with assistance from our team of trusted advisors. Matic ...

Accounting Intern (Part-Time)

Columbus, OH

$15.50 - $19.50/hr

This is a hands-on role; you'll work directly with real financial data and gain practical ... We combine a powerful digital experience with assistance from our team of trusted advisors. Matic ...

Dietary Aide

Cleveland, OH ยท On-site

$13 - $16.50/hr

O'Neill Healthcare Middleburg Heights is currently seeking a part-time Dietary Aide to join our ... Free Financial Advisors Available with Participation * PTO available after 90 days. * Anniversary ...

Tax Intern

Maumee, OH ยท On-site

Working closely with CPAs, Accountants, and Financial Advisors will broaden your knowledge about ... Full-time and part-time opportunities available, throughout the entire year. Essential Job ...

Dietary Aide

North Ridgeville, OH ยท On-site

$12 - $15/hr

O'Neill Healthcare North Ridgeville is currently seeking a part time Dietary Aide to join our team ... Free Financial Advisors Available with Participation * Hourly bonuses for picking up outside of ...

... Financial Statement Analysis, Risk Management, and Quantitative Methods. The incumbent must exhibit ... Student Engagement & Advisement * Creates a positive classroom atmosphere that encourages active ...

Administrative Assistant (Part-Time)

Mayfield, OH ยท On-site

$17.50 - $23.50/hr

Ensures accuracy of financial statements. * Produces bound copies for distribution to the client ... CBZ) is a leading professional services advisor to middle-market businesses nationwide. With ...

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers ...

Administrative Assistant I - Part Time

Blue Ash, OH ยท On-site

$17.25 - $23.25/hr

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers ...

Administrative Assistant (Part-Time)

Mayfield, OH ยท On-site

$18.50 - $24.75/hr

CBZ) is a leading professional services advisor to middle-market businesses nationwide. With ... Ensures accuracy of financial statements. * Produces bound copies for distribution to the client.

Company funded Employee Assistance Program with access to therapy, financial advising, and ... Flexible scheduling available Monday through Sunday Role Details * Full-time and part-time ...

Commisary Staff

Cincinnati, OH ยท On-site

$18 - $22/hr

Company funded Employee Assistance Program with access to therapy, financial advising, and ... Flexible scheduling available Monday through Sunday Role Details * Full-time and part-time ...

Part Time Relationship Associate

New Bremen, OH ยท On-site

$41K - $51K/yr

Since 1914, we have been helping individuals, families, and businesses achieve their financial ... Our employees are more than team members, they are trusted advisors, problem solvers, and community ...

Part Time Relationship Associate

Dayton, OH ยท On-site

$38K - $48K/yr

Since 1914, we have been helping individuals, families, and businesses achieve their financial ... Our employees are more than team members, they are trusted advisors, problem solvers, and community ...

New

Part Time Relationship Associate

New Bremen, OH ยท On-site

$41K - $51K/yr

Since 1914, we have been helping individuals, families, and businesses achieve their financial ... Our employees are more than team members, they are trusted advisors, problem solvers, and community ...

Part Time Relationship Associate

Dayton, OH ยท On-site

$38K - $48K/yr

Since 1914, we have been helping individuals, families, and businesses achieve their financial ... Our employees are more than team members, they are trusted advisors, problem solvers, and community ...

Showing results 21-40

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 10, 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:
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.

Accounting Intern (Part-Time)

Matic

Columbus, OH โ€ข On-site

$15.50 - $19.50/hr

Full-time, Part-time, Internship

Posted 26 days ago


Job description

About the Role

Matic Insurance is a tech-enabled insurance agency helping homeowners find the right coverage at the right price. We're looking for a detail-oriented accounting intern to support our finance team on a part-time basis. This is a hands-on role; you'll work directly with real financial data and gain practical experience in accounting operations across multiple areas of the business.

Responsibilities

  • Reconcile company credit card charges to the correct general ledger accounts and ensure proper coding by department and expense type.
  • Gather receipts and supporting documentation for expenses and upload them into our accounting system.
  • Assist with reconciliation of bank transactions, matching activity to internal records and flagging discrepancies.
  • Support reconciliation of carrier commission payments from our insurance carriers, helping to verify amounts received against expected commission statements.
  • Assist with other ad hoc accounting and finance projects as needed.

Requirements

  • Currently pursuing a degree in Accounting, Finance, or a related field.
  • Solid foundational knowledge of basic accounting principles (debits, credits, general ledger).
  • Proficiency in Microsoft Excel or Google Sheets - comfortable working with data and basic formulas.
  • Strong attention to detail and a commitment to accuracy.
  • Self-starter who can work independently with minimal supervision.
  • Prior coursework or experience in bookkeeping or accounting software is a plus.
  • Ability to work on-site in our Brewery District office

What We Offer

  • Schedule: Flexible schedule targeting 10-20 hours per week
  • Real-world accounting experience in a fast-growing insurtech company.
  • Exposure to insurance carrier operations and commission accounting - a specialized, marketable skill set.
  • Hands-on experience with accounting tools and workflows used by finance professionals.
  • Mentorship from our finance team and the opportunity to grow with the role.

About Matic

Matic is an insurance tech startup who delivers an unbiased approach to insurance. We combine a powerful digital experience with assistance from our team of trusted advisors. Matic has changed the landscape of the insurtech industry by integrating insurance within the home and auto ownership experience.

Our digital insurance marketplace has over 50 A-rated home and auto carriers, as well as distribution partners in industries ranging from mortgage origination and servicing to banking, auto financing, and much more.

Working at Matic means working collaboratively towards one common goal; we are one team with one dream. We have a fast-paced culture that is driven by quality, transparency, and of course fun.

Applicants must be currently authorized to work in the United States on a full-time basis now and in the future. This position does not offer sponsorship.