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Part Time Financial Advisor Jobs in Rhode Island

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 ...

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 ...

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 ...

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 ...

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 ...

... financial burdens and advance your career with generous financial assistance and continuing ... VOLED Region Advisors * Navy War College (NWC) * USAF Air University Air Command and Staff College ...

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Part Time Financial Advisor information

See Rhode Island salary details

$35.3K

$100K

$141K

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

As of Jul 30, 2026, the average yearly pay for part time financial advisor in Rhode Island is $100,021.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,400.00 and $128,300.00 per year, depending on experience, location, and employer.

Can a financial advisor work part-time?

Yes, financial advisors can work part-time, often providing services on a flexible schedule to clients. Part-time roles may require specific certifications such as the Series 7 or Series 66 and typically involve fewer client meetings than full-time positions.

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.

How much does a part-time financial advisor make?

Part-time financial advisors typically earn between $20 and $50 per hour, depending on experience, location, and client base. Annual earnings can vary widely but often range from $25,000 to $60,000 for those working part-time hours. Compensation may also include commissions or bonuses based on client performance and sales.

What are the key skills and qualifications needed to thrive as a Part Time Financial Advisor, and why are they important?

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 I be a financial advisor as a side hustle?

A part-time financial advisor can work as a side hustle if they have the necessary certifications, such as the Series 7 or Series 65, and comply with licensing and regulatory requirements. Many financial advisors choose to offer services outside their primary employment, often during evenings or weekends, but they must ensure they do not violate their employment agreements or licensing rules.

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.

How many financial advisors make $500,000 a year?

While some experienced financial advisors can earn $500,000 or more annually, this level of income is typically achieved by top performers managing large client portfolios or working in high-net-worth markets. Most financial advisors earn between $60,000 and $150,000 per year, with higher earnings often linked to bonuses, commissions, and certifications like the CFP or CFA.
What are the most commonly searched types of Financial Advisor jobs in Rhode Island? The most popular types of Financial Advisor jobs in Rhode Island are:
What cities in Rhode Island are hiring for Part Time Financial Advisor jobs? Cities in Rhode Island with the most Part Time Financial Advisor job openings:
Infographic showing various Part Time Financial Advisor job openings in Rhode Island as of July 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $100,021 per year, or $48.1 per hour.

Part-time

Posted 28 days ago


Job description

Working on a part-time basis, less than 20 hours per week, to establish referral source relationships for a steady flow of loan volume from real estate brokers and other external sources.

Accountabilities and Job Activities:

  • Primary duty is to sell mortgage loans to customers away from and outside of AnnieMac Home Mortgage’s places of business. Work done at AnnieMac Home Mortgage’s offices is related and supplemental to outside sales.
  • Generate new business by building and maintaining relationships with realtors, real estate agents, title and escrow officers, financial advisers, CPAs, and other relevant professionals.
  • Regularly participate in mortgage sales including, but not limited to, attending closings and open houses, and conducting seminars and other lead-generating activities.
  • Take information from the borrower and fill out the loan application.
  • Develop relationships with referral partners such as realtors to generate new customers.
  • Analyze the prospective borrower’s income and debt and pre-qualify the prospective borrower to determine the maximum mortgage that the prospective borrower can afford.
  • Counsel the prospective borrower in the home buying and financing process, advising the borrower about the different types of loan products available, and demonstrating how closing costs and monthly payments would vary under each product.
  • Collect financial information (tax returns, bank statements) and other related documents that are part of the application process;
  • Provide disclosures to the borrower, including truth in lending, good faith estimate, and others.
  • Counsel and advise the borrower in understanding and clearing credit problems.
  • Maintain regular contact with the borrower, realtors, and the lender, between application and closing to apprise them of the status of the application and to gather any additional information as needed.  This includes borrowers, realtors for other loan originators on the TEAM.
  • Order legal documents.
  • Review closing disclosure prior to closing.
  • Complete mandatory company trainings within the required timelines.
  • Must have appropriate state license or certificate (varies by state).
  • Must have a thorough knowledge of pricing and underwriting requirements of various mortgage insurance companies.
  • Must have a working knowledge of credit underwriting and property eligibility requirements for FNMA, FHLMC, FHA, VA, local bonding programs and private investors.
  • Must be familiar with local, state and national laws (e.g. zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.)
  • Must have excellent communication skills and the ability to analyze financial information.
  • Must be a sales-oriented self-starter.
  • Must be capable to work independently

Work Environment/Physical Demands:  Travel is required 80% of the time.

***AnnieMac Home Mortgage is an Equal Opportunity Employer***

***AnnieMac Home Mortgage participates in E-Verify***