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Part Time Financial Advisor Jobs in Atlanta, GA (NOW HIRING)

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Remote Insurance and Retirement Planning Advisor Help Families Retire with Confidence. Build a ... Remote | Flexible Schedule | Full-Time or Part-Time | Independent Contractor (1099) - Commission ...

Financial Statement Auditor

Atlanta, GA · On-site

$57K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... advisor to client management, and mentor junior staff. About the Role: As a Financial Statement ... Full‑time & Part-time positions available Salary: Competitive, commensurate with experience ...

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Showing results 1-20

Part Time Financial Advisor information

See Atlanta, GA salary details

$34.6K

$98.2K

$138.5K

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

As of Aug 14, 2026, the average yearly pay for part time financial advisor in Atlanta, GA is $98,218.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,100.00 and $126,000.00 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 Atlanta, GA?

The most popular types of Financial Advisor jobs in Atlanta, GA are:

What cities near Atlanta, GA are hiring for Part Time Financial Advisor jobs?

Cities near Atlanta, GA with the most Part Time Financial Advisor job openings:

Infographic showing various Part Time Financial Advisor job openings in Atlanta, GA as of August 2026, with employment types broken down into 100% Part Time. Highlights an 86% In-person, and 14% Remote job distribution, with an average salary of $98,218 per year, or $47.2 per hour.

Financial Retirement Planning Professional - Remote

Infinite Wise Solutions

Atlanta, GA • Remote

$1.0K - $250K/yr

Part-time

Posted 4 days ago

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Job description

Remote Insurance and Retirement Planning Advisor

Help Families Retire with Confidence. Build a Career That Matters.

Remote | Flexible Schedule | Full-Time or Part-Time | Independent Contractor (1099) - Commission ONLY

The financial decisions people make in the years leading up to retirement often determine the quality of the next 20–30 years of their lives.

We're looking for professionals who want to become trusted advisors—helping individuals, families, and business owners make informed decisions about retirement, wealth protection, and long-term financial security.

This isn't a high-pressure sales position.

It's an opportunity to build a professional advisory practice where your success comes from educating clients, earning trust, and developing relationships that last for years.

Whether you already have experience in financial services or are transitioning from another professional career, you'll receive comprehensive training, mentorship, licensing support, proven systems, and ongoing coaching designed to help you succeed.

What You'll Do

As a Retirement Planning Advisor, you'll serve as a trusted resource for clients by helping them evaluate their financial goals and develop personalized retirement strategies.

Your responsibilities include:

  • Meeting virtually with individuals, families, and business owners
  • Conducting comprehensive Financial Needs Analyses
  • Helping clients identify opportunities to improve retirement readiness and long-term financial security
  • Educating clients on retirement income planning, wealth preservation, life insurance, and tax-efficient financial strategies
  • Designing customized recommendations aligned with each client's goals and priorities
  • Building long-term relationships through annual reviews and ongoing guidance
  • Growing your practice through referrals, educational workshops, networking, community outreach, and company-supported lead generation
  • Continuing your professional development through advanced planning education, mentorship, leadership training, and product knowledge

Depending on each client's needs, recommendations may include:

  • Retirement income planning
  • Life insurance solutions
  • Retirement account rollovers
  • Tax-advantaged wealth accumulation strategies
  • Asset protection concepts
  • Legacy and estate planning strategies

Who Thrives Here

The professionals who build exceptional careers with us have one thing in common:

They genuinely enjoy helping people make important financial decisions.

They are naturally curious, relationship-oriented, and committed to acting in their clients' best interests.

Our strongest advisors are:

  • Professional, ethical, and trustworthy
  • Excellent listeners and communicators
  • Comfortable simplifying complex financial concepts
  • Relationship-focused rather than transaction-focused
  • Coachable and committed to continuous learning
  • Entrepreneurial, self-directed, and accountable
  • Motivated by making a lasting impact on clients' lives

Many successful advisors have backgrounds in:

  • Accounting
  • Banking
  • Financial Services
  • Insurance
  • Tax Preparation
  • Business Ownership
  • Mortgage Lending
  • Real Estate
  • Healthcare
  • Education
  • Consulting
  • Professional Sales

What You'll Receive

We believe exceptional advisors are developed—not simply recruited.

That's why we provide:

  • Comprehensive onboarding and professional development
  • State licensing support
  • One-on-one mentorship from experienced advisors
  • Advanced retirement planning education
  • Proven technology and planning systems
  • Marketing and business development resources
  • Leadership development opportunities
  • Flexibility to build your practice around your lifestyle
  • Unlimited earning potential based on your performance and client impact

Minimum Qualifications

  • At least 18 years old
  • Authorized to work in the United States
  • Reliable internet connection and professional home office
  • Ability to pass applicable background screening
  • Willingness to obtain the required state insurance producer license (if not already licensed)
  • Complete required carrier appointments before conducting regulated insurance activities
  • Comfortable building a client-focused professional practice in a performance-based compensation environment
  • Able to consistently dedicate time to professional development, client meetings, and business development

Why Professionals Join Our Team

People don't join us simply to sell financial products.

They join because they want meaningful work, professional independence, unlimited growth potential, and the opportunity to positively influence the financial future of the families they serve.

If you're looking for a career where expertise, integrity, and relationships matter more than quotas, we'd love to hear from you.

Application Process

Please submit:

  • Your resume
  • A brief statement sharing:
    • Why you're interested in retirement planning or financial services
    • Your experience working with clients or building professional relationships
    • Whether you're seeking a full-time or part-time opportunity

Qualified applicants will be contacted regarding next steps.