ZipRecruiter

Log In

2

Part Time Financial Planner Jobs (NOW HIRING)

Facet

Part-Time Senior Financial Planner

$82K - $97K/yr

The Future of Financial Planning The Senior Financial Planner role at Facet is unlike any other in the industry. We've stripped away the "old way" of doing business-no cold calling, no commission ...

Rise25

Financial Planning Analyst (Remote)

Chicago, IL · Remote

We are looking for a remote, initially part-time financial planning analyst who can create budgets and financial forecasts for a growing multiple 7 figure marketing agency business. You will review ...

Genisys Credit Union

Teller - Part Time

Wixom, MI · On-site

$15.25 - $19.25/hr

We are currently seeking motivated candidates for a Part Time Financial Services Representative at ... Free Financial Planning Assistance * 401k up to 3% match and 5% Profit Share EOE M/F/Disability ...

Genisys Credit Union

Teller - Part Time

Lakeville, MN · On-site

$16.50 - $20.75/hr

We are currently seeking motivated candidates for a Limited Part Time Financial Services ... Free Financial Planning Assistance * 401k up to 3% match and 5% Profit Share EOE M/F/Disability ...

next page

Showing results 1-20

All JobsFinancial Planner JobsPart Time Financial Planner Jobs

Part Time Financial Planner information

See salary details

$50.5K

$96.7K

$139.5K

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

As of Jul 19, 2026, the average yearly pay for part time financial planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Part Time Financial Planner, and why are they important?

To thrive as a Part Time Financial Planner, you need strong analytical skills, financial knowledge, and typically a bachelor's degree in finance or a related field, along with relevant licenses such as the CFP certification. Familiarity with financial planning software, portfolio management tools, and compliance systems is also important. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts simply help set top professionals apart. These skills and qualifications are crucial for building client trust, ensuring sound financial advice, and efficiently managing client portfolios.

What is the difference between Part Time Financial Planner vs Financial Advisor?

AspectPart Time Financial PlannerFinancial Advisor
CertificationsCFP, ChFC often preferredCFP, ChFC, or similar certifications
Work EnvironmentPart-time, flexible hours, often independent or small firmsFull-time, office-based or client-facing roles
Employer & IndustryFinancial planning firms, independent practices, or self-employedBanks, investment firms, or independent practices
Search & Comparison IntentPart Time Financial Planner vs Financial AdvisorPart Time Financial Planner vs Financial Advisor

Both roles involve providing financial advice, but Part Time Financial Planners typically work fewer hours and may operate independently or in small firms. Financial Advisors often work full-time within larger organizations. The certifications and industry usage overlap significantly, making them closely related but differing mainly in hours and work setting.

What are part-time financial planners?

Part-time financial planners are professionals who help individuals or businesses manage their finances, investments, and financial goals, but work fewer hours than a full-time planner. They may offer services such as budgeting, retirement planning, tax advice, and investment recommendations on a flexible or as-needed basis. This role is ideal for those seeking work-life balance, or for clients who require financial advice but do not need a full-time commitment. Part-time financial planners may work independently, for financial advisory firms, or even remotely, providing valuable guidance tailored to their clients' unique needs.

What Does a Part-Time Financial Planner Do?

As a part-time financial planner, you work with clients to help them achieve their objectives. Your duties have you working less than 40 hours per week, and you may plan your schedule for when clients are available for appointments. Your primary responsibilities include meeting with individuals or businesses to assess their financial needs. You then assist them in planning and implementing strategies to achieve their goals. Often, you perform analysis on options for investments, or review investments that clients already have. You also advise clients about subjects such as insurance, tax liability, real estate, and debt.

How does working as a part-time financial planner impact client relationship management and workload balance?

As a part-time financial planner, managing client relationships effectively often requires strong organizational skills and clear communication about your availability. You may need to prioritize tasks, schedule client meetings more strategically, and leverage digital tools to ensure clients feel supported despite reduced hours. While the workload can be more flexible, it’s important to set realistic expectations with both clients and your team to maintain trust and deliver consistent service. Many part-time planners collaborate closely with full-time colleagues or support staff to ensure continuity and comprehensive client care.
More about Part Time Financial Planner jobs
What cities are hiring for Part Time Financial Planner jobs? Cities with the most Part Time Financial Planner job openings:
What are the most commonly searched types of Financial Planner jobs? The most popular types of Financial Planner jobs are:
What states have the most Part Time Financial Planner jobs? States with the most job openings for Part Time Financial Planner jobs include:
What job categories do people searching Part Time Financial Planner jobs look for? The top searched job categories for Part Time Financial Planner jobs are:
Part Time Financial Planner jobs near you
Infographic showing various Part Time Financial Planner job openings in the United States as of July 2026, with employment types broken down into 100% Part Time. Highlights an 90% In-person, 5% Hybrid, and 5% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Part Time Financial Assistant

Premier Tax Planning Llc

Great Neck, NY • On-site

$25 - $35/hr

Part-time

Re-posted 5 days ago

Job description

We are looking for a reliable and detail-oriented Part-Time Financial Assistant to join our growing office. 

Responsibilities: 

  • Assist with client paperwork and financial documents 

  • Answer phones and schedule appointments 

  • Data entry and filing 

  • Support office staff with daily administrative tasks 

  • Provide excellent customer service 

Qualifications: 

  • Strong communication and organizational skills 

  • Basic computer knowledge (Microsoft Office, email, etc.) 

  • Professional and dependable 

  • Prior office or financial experience preferred but not required 

Position Details: 

  • Part-Time Hours 

  • Friendly and professional work environment 

  • Opportunity for growth