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Part Time Financial Advisor Jobs in Rhode Island

Best Buy

Geek Squad Installation Helper (Seasonal)

Warwick, RI · On-site

$16 - $20.25/hr

Provide a seamless client experience by advising on product placement and giving recommendations ... Financial savings and retirement resources * Support for your physical and mental well-being Best ...

CVS Health

Pharmacy Intern

Cranston, RI · On-site

$20.50 - $42/hr

Millions of times a day, we help people on their path to better health -from advising on ... This parttime position is eligible for a range of benefits and programs that support the physical ...

CVS Health

Pharmacy Intern

North Providence, RI · On-site

$20.50 - $42/hr

Millions of times a day, we help people on their path to better health -from advising on ... This parttime position is eligible for a range of benefits and programs that support the physical ...

CVS Health

Pharmacy Intern

Rumford, RI

$20.50 - $42/hr

Millions of times a day, we help people on their path to better health -from advising on ... This parttime position is eligible for a range of benefits and programs that support the physical ...

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All JobsFinancial Advisor JobsPart Time Financial Advisor JobsPart Time Financial Advisor Jobs in Rhode Island

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 Aug 23, 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.

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 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 as a side hustle. However, they must meet licensing requirements, such as passing the Series 7 or Series 65 exams, and ensure their schedule allows for client meetings and ongoing education.

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 many firms value experience and certifications over age when hiring for part time positions.

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 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:

Part Time Financial Advisor jobs near you
Infographic showing various Part Time Financial Advisor job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $100,021 per year, or $48.1 per hour.

Client Services Specialist

Ameriprise Financial

Cranston, RI • On-site

$55K - $60K/yr

Part-time

Posted 18 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

108th of 151 rated financial services

Job description

Description:

This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support for financial advisors. The work is primarily back-office assistance and could include client-facing support. This is a part-time position. This position is 100% in person in our Cranston office and can lead to a full-time opportunity for the right candidate.
Responsibilities:

Client Care

·        Review, prepare documents and update client information as needed for client review meetings
·        Manage and resolve client service problems
·        Perform other allowable duties as assigned by the financial advisor(s)
·        Set up and maintain client management system
·        Call clients or prospects to set up meetings or appointments
·        Assist with coordination of client appreciation events and seminars
·        Assist with client mailings
Business Processing

·        Work with home office to ensure accurate account setup and resolve issues
·        Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
·        Maintain files and records in accordance with the records retention policy
Qualifications:

Must haves

·        Strong analytical, verbal communication, and writing skills
·        Strong attention to detail, positive attitude and desire to learn
·        An interest in financial planning, client service and investment management
·        Proficiency in MS Word, MS Excel, and the ability to learn financial planning software
·        Ability to work independently
·        Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority)
·        High School Diploma, or equivalent
Nice to Haves

·        Bachelor’s Degree
·        Series 7 and 66
Job Type: Part-time
Pay Rate:  $55,000 - $60,000
Application Requirement

Please include a cover letter as part of your application packet. There are three reasons why we require a cover letter as part of the application process: a. This is a writing job. While writing eloquent prose is not necessarily a part of the job, stringing 8-12 sentences into 2-3 coherent paragraphs absolutely is part of the job. b. Following instructions from our clients is critical to our success. If you can’t follow these instructions, we will probably not be a fit. c. The cover letter will give you the opportunity to express ideas not easily conveyed on your resume. Please address all of the following topics. Applications submitted without a cover letter addressing all of these topics will not be considered:

  • Describe your current work situation and why you are applying for this role.
  • What interested you in this role?
  • What specific skills do you possess that will help you succeed?
  • Describe your experience that relates to this position. 
  • Confirm you saw the pay rate for this position and that it meets your expectations. 
  • Why should we hire you.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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