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Part Time Financial Advisor Jobs in Wisconsin (NOW HIRING)

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Job Title: Financial Advisor / Associate Advisor Job Type: Full-Time / Part-Time Work Authorization: Open Work Model: Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or ...

GO Riteway Transportation Group

School Bus Driver

WI · On-site

... Path Financial Advisor • Employee Assistance Program (EAP) Benefits eligibility, coverage and ... Position Description GO Riteway Transportation Group is hiring Part-Time and Full-Time School Bus ...

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

Part Time Financial Advisor information

See Wisconsin salary details

$36.3K

$103.1K

$145.3K

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

As of Aug 21, 2026, the average yearly pay for part time financial advisor in Wisconsin is $103,090.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,700.00 and $132,200.00 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 Wisconsin?

The most popular types of Financial Advisor jobs in Wisconsin are:

What cities in Wisconsin are hiring for Part Time Financial Advisor jobs?

Cities in Wisconsin 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 Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $103,090 per year, or $49.6 per hour.

Financial Advisor

W3Global Inc.

Appleton, WI • Hybrid

$75K - $125K/yr

Full-time, Part-time

Re-posted 14 days ago

Job description

Job Title: Financial Advisor / Associate Advisor
Job Type: Full-Time / Part-Time
Work Authorization: Open
Work Model: Hybrid / Remote

Job Summary

Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning practice. The ideal candidate should possess strong relationship-building abilities, financial planning knowledge, and a client-first mindset. This role offers long-term career growth for professionals interested in advisory services, retirement planning, investment management, and wealth strategies.

Key Responsibilities

  • Manage and develop client relationships

  • Conduct financial planning and investment reviews

  • Provide guidance on retirement, tax, insurance, and estate planning strategies

  • Lead client meetings and present financial recommendations

  • Support business development through referrals and networking

  • Collaborate with internal leadership and advisory teams

  • Maintain compliance with financial industry regulations

Required Qualifications

  • Bachelor's degree in Finance, Business, Economics, or related field

  • Experience in financial planning, wealth management, or advisory services

  • Strong communication and interpersonal skills

  • Self-motivated with business development mindset

  • Active Series 7 and Series 66 preferred

  • Series 6 candidates with upgrade plan may be considered

  • Insurance licenses preferred or willingness to obtain

Preferred Skills

  • Experience managing client relationships

  • Knowledge of retirement and investment planning

  • Understanding of tax-efficient wealth strategies

  • Client-facing presentation skills

  • Entrepreneurial and growth-oriented mindset

Ideal Candidate

  • Relationship-driven advisor

  • Interested in long-term career growth

  • Comfortable building and managing a client portfolio

  • Planning-first approach rather than transactional sales

  • Strong organizational and follow-through skills

Industry

Financial Services / Wealth Management / Financial Planning

Experience Level

Mid-Level to Senior-Level

Interview Process

  • Initial screening

  • Client interview

  • Final discussion with leadership

Notes

  • Candidates with an existing client base are highly preferred

  • Licensing support and long-term growth opportunities available

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs