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Part Time Financial Advisor Jobs in Washington, DC

Cherry Bekaert

Interim CFO - Nonprofit

Alexandria, VA · On-site

Interim CFO - Nonprofit Organization Part-Time | 20 Hours per Week | Interim/Contract Remote - with ... The ideal candidate is both strategic and hands-on -someone who can confidently advise senior ...

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All JobsFinancial Advisor JobsPart Time Financial Advisor JobsPart Time Financial Advisor Jobs in Washington, DC

Part Time Financial Advisor information

See Washington, DC salary details

$40.8K

$115.7K

$163.1K

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

As of Sep 7, 2026, the average yearly pay for part time financial advisor in Washington, DC is $115,655.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,900.00 and $148,300.00 per year, depending on experience, location, and employer.

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.

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.

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.

Can I 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 as a side hustle. However, they must meet licensing requirements, such as passing the Series 7 or Series 65 exams, and ensure their schedule allows for client meetings and ongoing education.

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 many firms value experience and certifications over age when hiring for part time positions.

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 are the most commonly searched types of Financial Advisor jobs in Washington, DC?

The most popular types of Financial Advisor jobs in Washington, DC are:

Part Time Financial Advisor jobs near you
Infographic showing various Part Time Financial Advisor job openings in Washington, DC as of August 2026, with employment types broken down into 100% Part Time. Highlights an 100% Remote job distribution, with an average salary of $115,655 per year, or $55.6 per hour.

Financial Advisor Assistant (Ashburn, VA)

Humans Being Resources

Ashburn, VA • On-site

$24 - $32/hr

Part-time

Posted 6 days ago

Job description

Financial Office Assistant
Financial Advisor Assistant
(Financial Services Firm)
 
Our client's Financial Services Firm located in the Ashburn, VA area is looking to add a key employee to the Team. They are seeking a professional, part-time, Financial Office Assistant / Financial Advisor Assistant who is ready to help an already thriving company. They are looking for a hard-working, detail-oriented employee with positive energy, who possesses great people skills and has a "team player" mentality. This position offers part-time, hybrid (in-office / work-from-home) schedule of 20hrs-25hrs per week, with flexibility and work/life balance. If you want to join a team who is dedicated to their clients & staff, while maintaining a culture of success and achievement, this may be a good fit for you!
 
 
MINIMUM QUALIFICATIONS
  • 2+ years of Administrative / Office Support experience in a professional office environment
  • 2+ years of Customer Service experience in a professional office environment
  • Advanced Technology Skills and use of MS Office (Outlook, MS Word, Power Point, Excel, Etc.)
  • Video Meeting Application experience (Example: Webex, Zoom, MS Teams, Google Meet, etc.)
  • CRM / Office Software experience (Example: Wealthbox, Salesforce, Redtail, DocuSign, SmartOffice, Adobe, Etc.)
PREFERRED QUALIFICATIONS
  • 2+ years of Financial Services / Wealth Management experience is preferred
  • Degree / Certificate in Business Administration and/or a related field is a plus
  • SIE (Securities Industry Essentials) Certification is a plus
  • Active and/or expired FINRA Securities Licensing is a plus
  • Active Life, Health & Annuities License is a plus
 
ROLE DESCRIPTION
 
Prioritizing client needs and helping to create solutions is an important part of our client's culture. In providing excellent administrative support and client service as a Financial Office Assistant / Financial Advisor Assistant you will: 
  • Greet clients in-person, by phone, email, video call, etc., in a warm, friendly manner
  • Initiate and track paperwork and account transaction effectively (Example: new/existing account paperwork processing, transfers, contributions, distributions, payment processing, etc.)
  • Follow up on pending business, appointments or scheduled check-ins
  • Assist with the creation and communication of marketing emails/posts
  • Complete industry specific administrative tasks within established filing and paperwork timelines/deadlines
  • Update CRM System data to reflect most current and accurate information
  • Ensure inquiries and concerns are addressed and resolved
  • Provide both pre/post meeting support for the assigned financial advisor(s)
  • Assist in monitoring financial advisory team emails, calls, communications as needed
  • Provide thorough, high-quality research, problem solving and issue resolution
  • Manage office supplies, operate office equipment (example: photocopiers), and perform other office operations administrative tasks as needed
  • Develop effective working relationships with the financial advisor(s), company staff, and vendors to ultimately provide effective, high-quality customer service

REQUIRED SKILLS
  • Excellent interpersonal, written, and verbal communication
  • Exceptional customer service and client-centric mindset
  • Ability to prioritize projects and manage time
  • Self-directed initiative and follow through
  • Ability to thrive in a fast-paced office environment
  • Excellent organization & administrative support skills
  • Ability to adapt as situations or business demands change
  • Willingness and desire to be part of a team environment
  • High level of confidence, perseverance, and a desire to succeed
  • Attention to detail and ability to closely follow office processes & policies
  • Ability to adhere to complex regulatory, compliance and client privacy requirements

COMPENSATION
  • $24hr-$32hr Base Compensation
    *Based Upon Experience, Licensing and/or Certifications*
  • Additional Bonuses/Incentives Available
  • Flexible Hybrid Schedule
  • Great Work/Life Balance
 
Presented by Humans Being Resources, Inc.
Thank you for your interest in our client's Financial Office Assistant / Financial Advisor Assistant position in the Ashburn, VA area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When replying to this communication via email, text, SMS or call, you agree that Humans Being Resources, Inc. can contact you via email, text, SMS or call. To "Opt-Out" of these communications, please reply "STOP" to any communications received. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your resume today!