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

AAA Auto Club Group

Automotive Service Advisor

Skokie, IL · On-site

$50K - $65K/yr

Financial Protection & Insurance * Company-paid basic life insurance. * Optional supplemental life ... Holidays vary by business unit schedules. * Part-time employees are eligible for 8 company-paid ...

AAA Auto Club Group

Automotive Service Advisor

Skokie, IL · On-site

$50K - $65K/yr

Financial Protection & Insurance * Company-paid basic life insurance. * Optional supplemental life ... Holidays vary by business unit schedules. * Part-time employees are eligible for 8 company-paid ...

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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

$36.8K

$104.5K

$147.3K

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

As of Aug 12, 2026, the average yearly pay for part time financial advisor in Chicago, IL is $104,494.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,700.00 and $134,000.00 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 $104,494 per year, or $50.2 per hour.

Senior Associate Client Services Coordinator

Alliant Credit Union

Chicago, IL • Hybrid

$52K - $81K/yr

Full-time, Part-time

Posted yesterday

New

Job description

Assist clients with questions by answering administrative questions or routing the client to a financial advisor. Responsible to schedule member appointments for the financial advisor, make appointment reminder calls, schedule reviews and routing/tracking staff referrals. Assist in the marketing of the retirement and investment services program with credit union employees and members. Prepare seminar preparations, mail, communicates changes, provides telephone coverage, prepares memos and correspondence and manages calendars. Monitors the supply of marketing and compliance materials and provides functional support for the program.

Essential Responsibilities

  • Lead team efforts in the planning of member appreciation events, and retirement and investment services workshops, and local promotions.
  • Remain up to date with the credit union product and demonstrate an understanding of credit union products and services and cross-sell credit union products and services.
  • Coordinate and ensure supplies are stocked and current.
  • Coordinate newsletters, surveys, seminars, review letters, thank you cards, milestone cards and appointment information forms. Promote the program to credit union employees and members.
  • Set up appointments with members, analyze, sort, and deliver incoming mail, provide telephone coverage, prepare memos and correspondence, and manage calendars. Provide administrative support for the retirement and investment services program.
  • Works with the financial advisor to ensure brokerage account paperwork is in order and compliant. Track staff referrals and work with staff to ensure that they understand the referral process.
  • Prepare seminars and webinars by making room arrangements, preparing documents, organizing attendees, confirming seminar attendance and attending seminars to assist the advisor.
  • Scheduled and coordinate appointments for the financial advisor. Putting together new member file kits for appointments helps to complete applications to send new accounts to the brokerage home office, organize and maintain the client database, enter notes and schedule follow-up appointments.

Education & Years of Experience

  • Minimum - High School or Equivalent
  • Minimum 2 Years Customer service, sales or related

Compensation & Benefits:

Typical hiring range:‏‏‎ ‎ $52,300.00 to $81,300.00‎ Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.

‎Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:

  • Annual performance bonus
  • Work from home up to 3 days a week
  • Paid parental leave
  • Employee discount programs
  • Time off including paid personal and sick days
  • 11 paid holidays
  • Education reimbursement

*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.

Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.

The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.