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Part Time Financial Advisor Jobs (NOW HIRING)

GRASP

GRASP College Financial Aid Advisor

Waverly, VA · On-site

$21/hr

www.grasp4va.org GRASP has an opening for a part-time college financial aid advisor to work at Sussex County High School during the school year. Advisors are assigned to a particular school 1 day per ...

GRASP

GRASP College Financial Aid Advisor

Buckingham, VA · On-site

$21/hr

www.grasp4va.org GRASP has an opening for a part-time college financial aid advisor to work at an assigned area high school(s) during the school year. Advisors are assigned to a particular school 1-2 ...

Ameriprise Financial - California

Paraplanner

Merced, CA · On-site +1

$28 - $33/hr

Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Full-Time or Part-Time | In-Office (Remote eligible for current and former Ameriprise employees ...

Ameriprise Financial - California

Paraplanner

Merced, CA · On-site +1

$28 - $33/hr

Paraplanner Steve Teranishi - Financial Advisor with Ameriprise Financial Services Location: Merced, CA Full-Time or Part-Time | In-Office (Remote eligible for current and former Ameriprise employees ...

Whitehouse Retirement Solutions

Be Seen First

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 ...

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All JobsPart Time Financial Advisor Jobs

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 Jun 22, 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 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 financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, and relevant certifications such as the CFP or CFA, along with a focus on high-value financial planning and investment management.

Is $20,000 enough to work with a financial advisor?

For a part-time financial advisor, $20,000 can serve as a starting investment or client portfolio, but the amount needed to work effectively depends on the advisor's fee structure and services. Many advisors require minimum investments or fees that may exceed this amount, so clients should verify specific requirements before engaging. Skills in financial planning and certifications like CFP can influence the scope of services offered.

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.

Is 50,000 enough to work with a financial advisor?

For a part-time financial advisor, a $50,000 income can be sufficient depending on the location, client base, and services offered. Many advisors start with smaller client portfolios and gradually grow their practice, often requiring certifications like the CFP and strong interpersonal skills. Income levels vary widely based on experience, client retention, and the fee structure used, such as hourly, flat fee, or commission-based models.

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?

Yes, many financial advisory firms and independent advisors offer part-time positions, allowing individuals to provide financial planning and investment advice on a flexible schedule. Part-time financial advisors typically need relevant certifications such as the Series 7 or Series 65 and strong communication skills, and they may work evenings or weekends to accommodate clients' needs.
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 June 2026, with employment types broken down into 1% As Needed, 62% Full Time, 36% Part Time, and 1% 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.
Relationship Advisor Part-Time (Marianna)

Relationship Advisor Part-Time (Marianna)

Addition Financial

Marianna, FL • On-site

Part-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Addition Financial rating

8.8

Company rating: 8.8 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

Job description

We are Addition Financial, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don't drive us and never have. Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen. We're looking for people who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics!
SUMMARY:
Our Relationship Advisor (RAs) demonstrate an understanding of, and belief in, Addition Financials' mission and Core Values. They are committed to creating unparalleled experiences for our current and potential members by cultivating, maintaining, and enhancing relationships in person, over the phone or through electronic communication channels. These team members will engage directly in promoting financial education and success by identifying and learning about our member's needs, teaching them, and emerging digital and financial solutions offered by the credit union, and continuously working to improve the lives of our members through exceptional service delivery-all while demonstrating absolute integrity in everything they do.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Member Engagement: Cultivate strong relationships with members to understand their financial needs. Promote credit union products and services in a professional and knowledgeable manner, empowering members to make informed decisions.
  • Member Experience: Ensure an exceptional member experience by delivering personalized and attentive service. Address member inquiries and concerns promptly, fostering a positive relationship.
  • Membership Growth: Proactively identify and pursue opportunities to expand our membership base. Develop and implement strategies to attract new members.
  • Deposit Growth: Drive deposit growth through effective relationship building with existing and potential member. Provide personalized financial guidance to encourage members to maximize their deposits.
  • Operational Expense Reduction: Exercise due diligence to prevent fraud and minimize credit unions losses. Implement proactive measures to identify and address potential risks ensuring operational efficiency and financial stability.
  • Cross-Functional: Demonstrate flexibility by efficiently balancing responsibilities between teller line and platform services based on member demand.
  • Member Outreach: Proactively reach out to members to enhance relationships and address their financial needs.
  • Branch Support: Collaborate with branch operations to assist with daily tasks including branch opening and closing procedures and resolving teller outages.
  • Transaction processing: Handle personal and business accounts transactions, such as deposits, transfers, withdrawals, credit card cash advance, loan payments and more.
  • Teamwork: Collaborate effectively with team members to achieve shared goals and enhance overall member experience.
  • Self-Development: Build and maintain knowledge of Addition Financial products and services and actively engaged to stay informed about industry trends and evolving financial products.
  • Additional Duties: Perform other duties as assigned
  • And other department wide projects and tasks as assigned.

REQUIREMENTS
Education:
  • High School diploma or equivalent

Experience:
  • Minimum of 1+ years of experience in a sale/ or member service role and cash handling experience
  • A service-oriented, people-first mindset and commitment to exceeding expectations.
  • Genuine willingness and eagerness to learn, improve and teach others.
  • Excellent listening, verbal, and written communication skills.
  • Outgoing personality with a strong desire to assist members.
  • Proficiency in accurately processing transactions and requests.
  • Strong oral and written communication skills, ability to speak and write clearly and effectively, must be able to communicate with courtesy, tact, and diplomacy especially with those who have different perspectives, experiences, and backgrounds.
  • Must truly enjoy directly working and building relationships with people across a wide variety of dispositions and personalities. The ability to positively engage quickly and maintain that engagement throughout the entire transaction process is critical.
  • Genuine willingness and eagerness to learn, improve and teach others.

Any applicable system or program knowledge:
  • Proficiency in credit union systems including windows and Microsoft Office Software: experience with those core banking applications (Symitar/Epysis, Synapsys, Meridian Link, OpenClose, etc.) highly desired.

Part Time is a minimum of 24 hours per week - maximum 32 hours per week. This position is required to work every Saturday. Hours based on the needs of the branch. Requires 4 weeks of full-time training.
OTHER CHARACTERISTICS OF THE POSITION:
Physical Demands:
  • Sitting for long periods at a time.
  • Regularly required to talk or listen.
  • Occasional lifting of office supplies up to 20 lbs.
  • Vision abilities including close vision and ability to adjust focus.

Mental Demands:
  • Must understand and follow a set of clear oral and/or written procedures without deviation.
  • Performs repetitive routine tasks.
  • Withstand moderate amounts of stress.
  • Must adhere to a provided work schedule to meet a set of qualitative production standards.
  • Perform tasks that vary little from day to day.
  • Implements others' decisions/procedures with little judgment required.
  • Must relay information orally.

WORKING WITH US:
We're continually recognized as a top employer because we understand people like you want more out of your career. Like making a difference in people's lives and in the community. Being part of a team that supports each other. Feeling good about the time you spend at work each day. And being able to balance your life while also earning a competitive base salary and benefits, including:
  • 401k with profit sharing contribution
  • Comprehensive medical, dental and vision coverage from leading insurance providers
  • Continuing education and up to $5,000 in tuition assistance annually
  • Generous vacation and sick pay
  • Paid parental leave and volunteer time off
  • Major holidays off including Federal holidays that many other industries don't observe
  • Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts

At Addition Financial, we accept you for who you are. We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, protected veteran status, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment. Personal perspectives and beliefs are what helps our team members, and our company, grow as a whole and we seek to nurture that inclusiveness. We welcome our team member's diverse viewpoints and work together so that everyone's voices are heard. So, if you're ready to take your career to the next level, Count Us In®.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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