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Part Time Financial Advisor Jobs in Chicago, IL (NOW HIRING)

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All JobsFinancial Advisor JobsPart Time Financial Advisor JobsPart Time Financial Advisor Jobs in Chicago, IL

Part Time Financial Advisor information

See Chicago, IL salary details

$37.1K

$105.3K

$148.5K

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

As of Aug 10, 2026, the average yearly pay for part time financial advisor in Chicago, IL is $105,293.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,300.00 and $135,000.00 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 Chicago, IL? The most popular types of Financial Advisor jobs in Chicago, IL are:
What cities near Chicago, IL are hiring for Part Time Financial Advisor jobs? Cities near Chicago, IL 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 Chicago, IL as of August 2026, with employment types broken down into 100% Part Time. Highlights an 87% In-person, and 13% Remote job distribution, with an average salary of $105,293 per year, or $50.6 per hour.

Financial Services Representative

Lakeshore Financial Group

Chicago, IL

$100K/yr

Full-time, Part-time

Re-posted 26 days ago

Job description

Training Provided


Are you a driven, client-focused professional seeking career advancement and amazing income potential? Lakeshore Financial Group is seeking ambitious individuals to join our Chicago team as Financial Service Representatives. You'll build lasting client relationships, develop your expertise, and gain the flexibility to build a great career.


Lakeshore Financial Group launched in 2016 and has grown rapidly since. Today, we have teams throughout the Greater Midwest. Our leadership team is fully dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth.


Why Join Lakeshore Financial Group?

  • Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies
  • Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life.
  • Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed.
  • Professional Development: Gain valuable experience in sales, finance, and client relationship management.
  • Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401(k), and retirement plan.


We can only consider candidates living in the Chicagoland area. College degree or equivalent experience are required.

Compensation:

$75,000 - $100,000 at plan earnings


Responsibilities:

What You'll Do:

  • Build relationships with potential clients and understand their financial needs
  • Present and explain products and solutions
  • Guide clients through the application and policy issuance process
  • Provide ongoing support and service to clients
  • Attend training and development sessions

Qualifications:

Who We're Looking For:

  • Sales experience is a plus, but not required. We are willing to train the right person
  • Must be able and willing to obtain a life insurance license
  • Highly motivated and self-driven individuals
  • Excellent communication and interpersonal skills
  • A passion for helping others
  • A strong work ethic and a desire to succeed
  • This is an upside 100% commission-based opportunity.


Why Join Us?

  • Be part of a supportive and collaborative team
  • Represent a reputable and respected company
  • Enjoy the flexibility and freedom of a self-driven career
  • Make a positive impact on the lives of others
  • Earn a competitive income

About Company

At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.

To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.