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Part Time Financial Advisor Jobs (NOW HIRING)

Kuethe Wealth Planning | Raymond James

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Part-time Client Service Specialist Financial

Madeira, OH · On-site

$21.50 - $29/hr

As a Client Service Specialist at Kuethe Wealth Planning | Raymond James , you will play a crucial role in supporting financial advisors and ensuring the smooth operation of the branch. You will ...

Whitehouse Retirement Solutions

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Part-Time Administrative Assistant

Hyrum, UT · On-site

$20/hr

We are currently seeking a detail-oriented and organized part-time (15 - 20 hours/week ... Work with financial advisor throughout marketing process to ensure compliance and approval for all ...

Kuethe Wealth Planning | Raymond James

Be Seen First

Part-time Client Service Specialist Financial

Madeira, OH · On-site

$21.50 - $29/hr

As a Client Service Specialist at Kuethe Wealth Planning | Raymond James , you will play a crucial role in supporting financial advisors and ensuring the smooth operation of the branch. You will ...

Tamus

Special Advisor - Finance - VCOM

Bryan, TX · Remote

What you need to know This is a part-time temporary (fixed term) position that is expected to end ... Strategic Financial Analysis & Advisory * Provide strategic input to the Executive Director for ...

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Part Time Financial Advisor information

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$36K

$102.1K

$144K

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

As of Jul 13, 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.

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.
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:
Part Time Financial Advisor jobs near you
Infographic showing various Part Time Financial Advisor job openings in the United States 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 $102,134 per year, or $49.1 per hour.

Paraplanner

Ameriprise Financial - California

Merced, CA

$28 - $33/hr

Full-time, Part-time

Medical, Life, Retirement, PTO

Re-posted 14 days ago

Job description

Paraplanner

Steve Teranishi – Financial Advisor with Ameriprise Financial Services
Location: Merced, CA

Full-Time or Part-Time | In-Office

About Us

Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Paraplanner to join our growing, client-focused team. We are committed to delivering personalized, comprehensive financial planning with professionalism, precision, and care.

This position plays a central role in supporting financial planning operations, advisor workflows, and overall client experience. The role is structured to build upon individual strengths and offers long-term career development opportunities within the practice.

Key Responsibilities

  • Prepare for client meetings, including compiling reports and follow-up materials
  • Draft and send client communications, including follow-up emails and documentation
  • Answer and route phone calls, providing prompt responses to client inquiries
  • Process trades and transactions (solicited trades require advisor approval if unlicensed)
  • Assist with account openings, money movement, and form preparation
  • Maintain accurate client records in CRM and manage eMeeting scheduling
  • Support advisors in ongoing client relationship management
  • Collaborate with team members to ensure operational efficiency

Qualifications

  • Prior financial services experience preferred; Ameriprise practice experience a plus
  • Strong organizational skills and high attention to detail
  • Excellent verbal and written communication abilities
  • Proficiency in Microsoft Office (Word, Excel, Outlook); Salesforce experience preferred
  • Ability to manage multiple priorities in a fast-paced environment
  • Commitment to client confidentiality and professional ethics
  • Licensing (Series 7, 66, Life & Health) a plus but not required—must be willing and able to obtain licenses

Compensation & Benefits

  • $28–$33 per hour, based on experience
  • Non-exempt
  • Licensing and professional development support
  • Paid time off and benefits package (medical & retirement plans)
  • Opportunity for career growth within an expanding practice

Work Environment

  • Flexible full-time or part-time opportunity
  • In-office role based in Merced, CA
  • Collaborative, team-oriented environment
  • Direct interaction with clients and advisors

How to Apply

Interested candidates should submit a resume and cover letter outlining relevant experience and long-term career goals.

Equal Opportunity Employer

Teranishi Practice is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.

Apply