ZipRecruiter

Log In

2

Part Time Financial Planner Jobs (NOW HIRING)

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

Pontiac, MI · On-site

$16 - $19.75/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

Royal Oak, MI · On-site

$15 - $18.75/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 ...

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 ...

Tempo

Financial Planning & Analysis Intern

San Diego, CA

$18.75 - $24.75/hr

Tempo is hiring a part-time FP&A Intern to work alongside the finance team during the academic year. This is a build role. Several things the company currently needs -- the pricing models behind ...

New

next page

Showing results 1-20

All Jobspart time 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 Aug 28, 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 is a part-time financial planner?

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.

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.

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.

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.

Is there a demand for part time financial planners?

Part time financial planners are in demand as many clients seek flexible scheduling and personalized financial advice. The role often requires certifications like the CFP and proficiency with financial planning tools, making it suitable for professionals seeking part-time work in the finance industry.
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 August 2026, with employment types broken down into 100% Part Time. Highlights an 50% In-person, 25% Hybrid, and 25% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Entry-Level Financial Planner

Infinite Capital Enterprise- Mathew Figueroa Team

Remote

$77K - $104K/yr

Full-time, Part-time

Re-posted 3 days ago

Job description

Description
We are rapidly expanding and offer an exciting opportunity to work from home as an Entry-Level Financial Consultant, available both part-time and full-time. Given the current high demand for financial services, this is an excellent time to join our team.
We take an educational approach to financial planning, aiming to share our expertise with individuals from all backgrounds. By partnering with top Fortune 500 companies, we provide complimentary financial plans to those in need. According to sources, financial professionals are currently ranked as the #1 expanding career.
We are seeking hard-working individuals with strong communication and customer service skills who are passionate about helping others. No prior experience is required for this role. Through our comprehensive training program, you will learn how to engage with individuals, families, or organizations, discuss their financial goals, and help them develop a strategic plan to achieve their short-term and long-term objectives. Our services include retirement planning, wealth accumulation, college planning, investments, and insurance.
Whether you're looking to start or transition into a new career full-time, or seeking part-time work with flexible hours during these challenging times, we offer the training and support to help you.
Must live in the United States and have a valid Social Security number to be considered.
Responsibilities
$49
Qualifications
Preferred Qualities
We are looking for individuals who have the following qualities and mindset:
• Honesty and integrity are characteristics you live by
• You value and believe in our mission and cause
• You are constantly looking for personal development
• You are a leader or want to learn to lead
• You are a self-starter and goal-oriented
• Minimum 18 years of age
• Legal U.S. Resident, Citizen
• A soft background check is required
• Able to complete licensing requirements within 30 days
• An enterprising spirit is key
• Upside Earning potential with $2,000 to $22,000 per client, or more

Apply