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Part Time Financial Advisor Jobs in Boston, MA (NOW HIRING)

Finance Consultant

Boston, MA ยท Remote

$108K/yr

Often called financial advisors, our consultants work closely with clients to offer personalized ... This is a part\-time or full time virtual commissioned based position for a business professional ...

Service Associate

Waltham, MA ยท On-site

$60K - $65K/yr

... advising, and 401(k) management with a direct approach to financial planning. Allworth Financial ... Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are ...

Hair Stylist/Barber

Marlborough, MA ยท On-site

$22 - $32/hr

Flexible full-time or part-time schedules that fit your life * Paid in-person training + ongoing education Amazing Benefits * Paid Sick + Vacation Time * 401(k) with professional financial advisors

Hair Stylist/Barber

Milford, MA ยท On-site

$22 - $32/hr

Flexible full-time or part-time schedules that fit your life * Paid in-person training + ongoing education Amazing Benefits * Paid Sick + Vacation Time * 401(k) with professional financial advisors

Millions of times a day, we help people on their path to better health-from advising on ... Financial Profitability * Loss Prevention * Workflow Management A key component of the Staff ...

Millions of times a day, we help people on their path to better health-from advising on ... Financial Profitability * Loss Prevention * Workflow Management A key component of the Staff ...

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Showing results 1-20

Part Time Financial Advisor information

See Boston, MA salary details

$39.1K

$111K

$156.4K

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

As of Aug 7, 2026, the average yearly pay for part time financial advisor in Boston, MA is $110,953.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,500.00 and $142,300.00 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 Boston, MA? The most popular types of Financial Advisor jobs in Boston, MA are:
What cities near Boston, MA are hiring for Part Time Financial Advisor jobs? Cities near Boston, MA with the most Part Time Financial Advisor job openings:
Infographic showing various Part Time Financial Advisor job openings in Boston, MA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $110,953 per year, or $53.3 per hour.

College Persistence Advisor (PT) - Boston, MA (Virtual)

The Academy Group, Inc.

Boston, MA โ€ข Remote

$90 - $105/hr

Part-time

Re-posted 26 days ago


Job description

Who we are

The Academy Group (AG) is a unique social enterprise that leverages earned revenue from financial investments to create world-class opportunities for young people from the nation’s most resilient communities. The Academy Group demonstrates the promise of a new model for identifying, developing, and sustaining a diverse national pipeline of future leaders, employers, and change agents. We were founded based on a unique model. One that creates pathways for black and brown students who demonstrate relentless persistence to build wealth and become socially just change agents, ideally through careers and leadership positions in our portfolio companies. No other organization in the world is built to do this.


The Role

The College Persistence Advisor (Part-Time) is an instrumental member of the Academy team. The College Persistence Advisor supports undergraduate members as they navigate college and progress toward timely degree completion. This role is responsible for ensuring that members remain enrolled, academically on track, financially prepared, and connected to the resources necessary to persist through graduation and achieve strong first-career outcomes.

The College Persistence Advisor is responsible for executing the Academy’s college persistence advising model and working closely with undergraduate members to develop academic, financial, personal, and career-readiness plans aligned to degree completion. The advisor monitors member progress, reviews academic performance and enrollment status, supports course planning and campus engagement, helps members address barriers to persistence, and connects them to institutional and Academy resources. The advisor serves as a trusted coach, advocate, and navigator, providing individualized advising, coordinating supports, and maintaining regular communication to promote long-term college success.

The advisor’s approach to working should reflect the core values and habits of the Academy staff: tireless focus on excellence, determination despite obstacles, impeccable integrity, willingness to work hard, ability to learn from multiple sources, relentless focus on results, constant reflection and self-awareness, zest, social intelligence, and pertinacity.


Knowledge, Skills, Abilities, and Personal Characteristics

Primary Responsibilities

  • Manage a caseload of undergraduate members and provide individualized advising to support college persistence and degree completion.
  • Build strong, consistent relationships with assigned members through regular one-to-one advising meetings and follow-up communication.
  • Monitor academic progress, enrollment status, credit accumulation, GPA, financial aid status, and other indicators related to college persistence.
  • Assist members with developing academic, personal, financial, and career-readiness goals aligned to timely college graduation.
  • Support members with course planning, major exploration, campus resource navigation, and academic intervention planning.
  • Identify barriers to persistence and coordinate appropriate supports, including tutoring, financial resources, wellness services, and campus-based assistance.
  • Maintain accurate advising records, document member progress, and track persistence-related milestones.
  • Facilitate one-to-one and small-group advising sessions focused on academic success, college navigation, financial literacy, and career preparation.
  • Collaborate with Academy staff, families, and campus partners, where appropriate, to support member persistence and graduation outcomes.
  • Support members in preparing for internships, career pathways, graduate school exploration, and first-career transitions.


Minimum Qualifications

  • Bachelor’s or Master’s degree in higher education, professional school counseling, or related field (postsecondary or college coach);
  • Minimum of three years of successful college advising experience (including student-facing nonprofits or higher education;
  • Background in academic, high school, or college advising;
  • Experience with designing and facilitating advisory lessons; and


Location

This position is virtual.

Compensation

The hourly pay rate ranges from $90 to $105.

To Apply

Please send your resume to careers@theacademy.group.