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Part Time Financial Advisor Jobs (NOW HIRING)

Redevelopment Agency Advisor

Vineyard, UT ยท On-site

$50 - $75/hr

This position ensures compliance with applicable laws, policies, and financial regulations while ... Flexible, part-time schedule * Meaningful impact on long-term community development Additional ...

Financial Aid Advisor

Orange, CA ยท On-site

$22.50 - $24/hr

Posting Details Position Information Position Title Financial Aid Advisor Position Type Regular Job Number SA78124 Full or Part Time full-time 40 hours weekly Fair Labor Standard Act Classification ...

Posting Details Position Information Position Title Financial Aid Advisor Position Type Regular Job Number SA78124 Full or Part Time full-time 40 hours weekly Fair Labor Standard Act Classification ...

Tax Advisor

Folsom, CA ยท On-site

$80/hr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are ...

Financial Aid Advisor

Hampton, VA

$20 - $25.75/hr

Financial Aid Opening Date: 10/15/2025 Description The chief objective of this position is to ... We offer a complete benefits package to full-time employees and part-time employees who regularly ...

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Part Time Financial Advisor information

See salary details

$36K

$102.1K

$144K

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

As of Jun 1, 2026, the average yearly pay for part time financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

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.

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 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.

More about Part Time Financial Advisor jobs
What cities are hiring for Part Time Financial Advisor jobs? Cities with the most Part Time Financial Advisor job openings:
What are the most commonly searched types of Financial Advisor jobs? The most popular types of Financial Advisor jobs are:
What states have the most Part Time Financial Advisor jobs? States with the most job openings for Part Time Financial Advisor jobs include:
Infographic showing various Part Time Financial Advisor job openings in the United States as of May 2026, with employment types broken down into 39% Full Time, 59% Part Time, and 2% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Entry-Level Financial Services Representative

Lakeshore Financial Group

Milwaukee, WI โ€ข On-site, Remote

$75K - $100K/yr

Full-time, Part-time

Medical, Dental, Vision, Retirement

Posted 17 days ago


Job description

Description
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.
Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
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, 401k, and pension plan.

College degree or equivalent experience are required.
Responsibilities
What You'll Do:
โ€ข Build relationships with potential clients and understand their financial needs
โ€ข Present and explain products and solutions
โ€ข Guide clients through the application and policy issuance process
โ€ข Provide ongoing support and service to clients
โ€ข Attend training and development sessions
Qualifications
Who We're Looking For:
โ€ข College degree or equivalent experience required
โ€ข Highly motivated and self-driven individuals
โ€ข Excellent communication and interpersonal skills
โ€ข A passion for helping others
โ€ข A strong work ethic and a desire to succeed
โ€ข Sales experience is a plus, but not required. We are willing to train the right person
โ€ข Must be able and willing to obtain a life insurance license
โ€ข This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support
Why Join Us?
โ€ข Be part of a supportive and collaborative team
โ€ข Represent a reputable and respected company
โ€ข Enjoy the flexibility and freedom of a self-driven career
โ€ข Make a positive impact on the lives of others
โ€ข Earn a competitive income