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Part Time Financial Advisor Jobs in Seattle, WA (NOW HIRING)

SmartTalent

Office Assistant

Federal Way, WA · On-site

$22 - $25/hr

Financial Advisor Clerical Support - Part-Time Location: Federal Way, WA Pay: $22.00-$25.00 per hour Schedule: Part-Time | 12-24 hours per week Work Setting: In Office Only SmartTalent is seeking a ...

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All JobsFinancial Advisor JobsPart Time Financial Advisor JobsPart Time Financial Advisor Jobs in Seattle, WA

Part Time Financial Advisor information

See Seattle, WA salary details

$41K

$116.3K

$164K

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

As of Aug 9, 2026, the average yearly pay for part time financial advisor in Seattle, WA is $116,297.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,400.00 and $149,200.00 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 Seattle, WA? The most popular types of Financial Advisor jobs in Seattle, WA are:
What cities near Seattle, WA are hiring for Part Time Financial Advisor jobs? Cities near Seattle, WA 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 Seattle, WA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $116,297 per year, or $55.9 per hour.

Office Assistant

SmartTalent

Federal Way, WA • On-site

$22 - $25/hr

Part-time

Posted yesterday

New

Job description

Financial Advisor Clerical Support – Part-Time

Location: Federal Way, WA

Pay: $22.00–$25.00 per hour

Schedule: Part-Time | 12-24 hours per week

Work Setting: In Office Only

SmartTalent is seeking a professional, detail-oriented Financial Advisor Clerical Support professional to provide part-time administrative and project support within a financial advisory and education services office in Federal Way.

This is an excellent opportunity for someone who is highly organized, comfortable working independently, and interested in the financial services and investment industry. The ideal candidate will have strong administrative skills, excellent written communication, and the ability to handle sensitive client information with a high level of confidentiality and professionalism.

Key Responsibilities

·Update and maintain client information within the CRM system

·Assist with client documentation and broker-dealer updates

·Retrieve and organize client statements and records

·Maintain accurate electronic and physical filing systems

·Assist with financial-services-related administrative projects

·Prepare and update documents, correspondence, and client information

·Provide general clerical and office support as needed

·Maintain strict confidentiality when handling client and financial information

·Complete additional administrative projects as assigned

Qualifications

·High school diploma or equivalent

·Must be at least 18 years of age

·Previous administrative or clerical experience preferred

·Financial services, banking, investment, insurance, or related experience is highly desirable

·Proficiency with Microsoft Office Suite

·Previous experience working with CRM software preferred

·Strong written communication, grammar, and email skills

·Excellent organizational skills and attention to detail

·Strong accuracy and recordkeeping skills

·Ability to quickly learn and navigate new software and technology

·Professional communication and interpersonal skills

·Ability to work independently and manage assigned projects

·Proactive, dependable, and self-motivated

·Interest in business, financial services, or investments is a plus

Employment Details

This position will be employed and paid through SmartTalent, with weekly pay based on approved timesheets.

The selected candidate will work onsite supporting an established financial advisor and will be expected to maintain a high level of professionalism, discretion, accuracy, and confidentiality when working with client information.

SmartTalent Staffing is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin.

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