ZipRecruiter

Log In

2

Part Time Financial Advisor Jobs in San Ramon, CA

Primum Law Group

Be Seen First

Remote Corporate Attorney - Part-Time

San Francisco, CA · Remote

$82K - $142K/yr

Advise clients on corporate governance, board matters, shareholder issues, and regulatory compliance. * Support capital raising efforts, including venture financing, private placements, and debt ...

next page

Showing results 1-20

All JobsFinancial Advisor JobsPart Time Financial Advisor JobsPart Time Financial Advisor Jobs in San Ramon, CA

Part Time Financial Advisor information

See San Ramon, CA salary details

$40.2K

$114.1K

$160.9K

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

As of Aug 2, 2026, the average yearly pay for part time financial advisor in San Ramon, CA is $114,137.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,800.00 and $146,400.00 per year, depending on experience, location, and employer.

Can a financial advisor work part-time?

Yes, financial advisors can work part-time, often providing services on a flexible schedule to clients. Part-time roles may require specific certifications such as the Series 7 or Series 66 and typically involve fewer client meetings than full-time positions.

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.

How much does a part-time financial advisor make?

Part-time financial advisors typically earn between $20 and $50 per hour, depending on experience, location, and client base. Annual earnings can vary widely but often range from $25,000 to $60,000 for those working part-time hours. Compensation may also include commissions or bonuses based on client performance and sales.

What are the key skills and qualifications needed to thrive as a Part Time Financial Advisor, and why are they important?

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 I be a financial advisor as a side hustle?

A part-time financial advisor can work as a side hustle if they have the necessary certifications, such as the Series 7 or Series 65, and comply with licensing and regulatory requirements. Many financial advisors choose to offer services outside their primary employment, often during evenings or weekends, but they must ensure they do not violate their employment agreements or licensing rules.

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.

How many financial advisors make $500,000 a year?

While some experienced financial advisors can earn $500,000 or more annually, this level of income is typically achieved by top performers managing large client portfolios or working in high-net-worth markets. Most financial advisors earn between $60,000 and $150,000 per year, with higher earnings often linked to bonuses, commissions, and certifications like the CFP or CFA.
What are the most commonly searched types of Financial Advisor jobs in San Ramon, CA? The most popular types of Financial Advisor jobs in San Ramon, CA are:
What cities near San Ramon, CA are hiring for Part Time Financial Advisor jobs? Cities near San Ramon, CA 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 San Ramon, CA as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $114,137 per year, or $54.9 per hour.

Entry-Level Financial Planning Advisor (Remote)

Traction Forge Financial

San Jose, CA • Remote

Part-time

Retirement

Re-posted 19 days ago

Job description

At Traction Forge Financial, leveraging the strength of GFI, our mission is centered around helping individuals and families build stronger financial futures through education, guidance, and personalized financial strategies. We believe financial literacy should be accessible to people from all backgrounds, and we are committed to empowering clients to make informed decisions with confidence.

By partnering with leading Fortune 500 companies and top financial institutions, we are able to provide complimentary financial assessments designed to help individuals, families, and business owners identify opportunities to improve their financial position and work toward their long-term goals.

We are currently seeking motivated, coachable, and service-oriented individuals to join our growing team as Entry-Level Financial Professionals. This opportunity is ideal for individuals who enjoy helping others, possess strong communication and customer service skills, and are looking for a career path with growth potential into leadership and management roles.

No prior financial industry experience is required. Through our comprehensive training and mentorship program, team members will learn how to:

Conduct professional financial consultations
Understand client goals, priorities, and financial concerns
Develop personalized financial game plans and strategies
Educate clients on solutions related to retirement planning, wealth accumulation, college planning, investments, and insurance protection
Build lasting relationships through trust, education, and service

Whether you are seeking a full-time career transition, part-time supplemental income, or an opportunity to develop valuable financial and leadership skills, we offer a flexible schedule and a supportive team environment focused on personal and professional growth.

If you are driven, people-focused, and looking for an opportunity to make a meaningful impact while building a rewarding career, Traction Forge Financial may be the right fit for you.


Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME

Apply