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Part Time Financial Advisor Jobs in Wisconsin (NOW HIRING)

ActionLink

Sales Advisor - Sony

Madison, WI · On-site

$18 - $20/hr

ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a ... Secure your financial future! * Paid time off: Take a break and recharge! What you will do: * Share ...

ActionLink

Sales Advisor - Sony

Madison, WI · On-site

$18 - $20/hr

ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a ... Secure your financial future! * Paid time off: Take a break and recharge! What you will do: * Share ...

ActionLink

Sales Advisor - Sony

Madison, WI · On-site

$18 - $20/hr

ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a ... Secure your financial future! * Paid time off: Take a break and recharge! What you will do: * Share ...

Madison College

Associate Program Advisor

Madison, WI · On-site

$25.21 - $31.51/hr

This part time, 25 hours a week, Monday - Friday, flexibility between operational hours of 8:00am ... Knowledge of campus and community resources that support students' academic, financial and personal ...

Madisoncollege

$25.21 - $31.51/hr

This part time, 25 hours a week, Monday - Friday, flexibility between operational hours of 8:00am ... Knowledge of campus and community resources that support students' academic, financial and personal ...

Familia Dental

Ortho Dental Assistant

Madison, WI · On-site

$18.25 - $23.75/hr

On demand Pay > Receive a portion of your check before payday! * Part-Time Employees : Flex Time, 401K, financial advisors, and on demand pay Availability / Schedule: Working Hours between: M-F, 7:45 ...

Familia Dental | Madison, WI

Ortho Dental Assistant

Madison, WI · On-site

$18.25 - $23.75/hr

On demand Pay > Receive a portion of your check before payday! * Part-Time Employees : Flex Time, 401K, financial advisors, and on demand pay . Availability / Schedule: Working Hours between: M-F, 7 ...

Familia Dental & Vivid Smiles

Dental Assistant

Janesville, WI · On-site

$16 - $21/hr

On demand Pay > Receive a portion of your check before payday! * Part-Time Employees: Flex Time, 401K, financial advisors, and on demand pay Availability / Schedule: Working hours between: M-F, 7:30 ...

Familia Dental

Dental Assistant

Janesville, WI · On-site

$16 - $21/hr

On demand Pay > Receive a portion of your check before payday! * Part-Time Employees: Flex Time, 401K, financial advisors, and on demand pay Availability / Schedule: Working hours between: M-F, 7:30 ...

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Showing results 41-60

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.

Part-Time Receptionist and Office Manager

WestPoint Financial Group

Madison, WI • On-site

$21 - $25/hr

Full-time, Part-time

Re-posted 5 days ago

Job description

About WestPoint Financial Group
WestPoint Financial Group (WPFG) is a full-service financial services firm dedicated to bringing financial wisdom and clarity to a world overflowing with information. Our associates are vibrant, high-energy professionals who are respected for their expertise, product knowledge, and commitment to continuous growth. Teamwork, idea sharing, and healthy competition set our firm apart within the industry.
Why Join Us
At WestPoint, our culture of genuinely caring about people is our "special sauce." We are good people who are defined by excellence. We work together to reach the next level in everything we do. We are inclusive, welcoming, and modern-and we take pride in creating an environment where people can thrive.
We are seeking a Part-Time Receptionist and Site Manager for our Madison office. The ideal candidate is a polished, detail-driven professional who thrives on ownership, anticipates needs, and communicates with confidence and clarity. This collaborative, people-first candidate will be the welcoming face of the organization-seamlessly managing front office and reception operations while prioritizing tasks with precision and poise.
This is a part-time, on-site role located in Madison, WI. This role offers 25 hours per week during business hours which are 8:00 am - 5:00 pm, Monday through Friday.
What You'll Do
Responsibilities
Reception/Office
  • Greet and announce firm visitors in a friendly, welcoming manner
  • Answer incoming calls and direct to appropriate party
  • Maintain break room and schedule conference rooms
  • Establish building access for new advisors, sales assistants, WPFG personnel and guests
  • Prepare Welcome packets and prepare assigned workspace for new associates
  • Provide telephone and voicemail training to new firm personnel
  • Open and close the office at stated business hours
  • Sort and Distribute incoming mail including US mail, UPS, and FedEx
  • Sign for, receive, and distribute packages delivered to firm
  • Maintain office machinery and supplies including postage meter, photocopier, and other office machines
  • Notify building management of maintenance requests
  • Maintain firm lists for various departments
  • Assist with vendor management
  • Ensure day to day operations are prioritized according to client and advisor needs and deadlines
  • Participate in the operations department monthly meetings
  • Participate in the operations department goals and projects
  • Responsibilities may be added at the manager's discretion

Qualifications
  • High school diploma or equivalent, required
  • Associate or Bachelor's degree, preferred
  • Proficient in Microsoft Office with strong telephone and interpersonal communication skills
  • Highly organized, detail-oriented, proactive, and able to multi-task efficiently
  • 1+ years administrative experience; insurance experience a plus

Benefits
  • Competitive salary: $21.00 - $25.00 / hr

Equal Employment Opportunity
WestPoint Financial Group is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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