Part-Time Financial Planner
$80K - $110K/yr
Are you ready to begin a fulfilling new chapter in the world of finance, all from the convenience ... planning, retirement solutions, insurance protection, and college savings programs. • Educate ...
Part-Time Financial Planner
$80K - $110K/yr
Are you ready to begin a fulfilling new chapter in the world of finance, all from the convenience ... planning, retirement solutions, insurance protection, and college savings programs. • Educate ...
Financial Planner
Sterling Heights, MI · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Quick apply
Financial Planner
Sterling Heights, MI · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Financial Planner
Frisco, TX · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Quick apply
Financial Planner
Frisco, TX · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Financial Planner
Macon, GA · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Quick apply
Financial Planner
Macon, GA · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Financial Planner
Pomona, CA · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Quick apply
Financial Planner
Pomona, CA · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Financial Planner
Raleigh, NC · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Quick apply
Financial Planner
Raleigh, NC · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Financial Planner
Round Rock, TX · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Quick apply
Financial Planner
Round Rock, TX · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Financial Planner
Fargo, ND · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Quick apply
Financial Planner
Fargo, ND · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Financial Planner
Columbia, SC · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Quick apply
Financial Planner
Columbia, SC · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Financial Planner
Winston Salem, NC · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Quick apply
Financial Planner
Winston Salem, NC · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Financial Planner
Philadelphia, PA · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Quick apply
Financial Planner
Philadelphia, PA · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Financial Planner
Salt Lake City, UT · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Quick apply
Financial Planner
Salt Lake City, UT · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Financial Planner
South Bend, IN · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Quick apply
Financial Planner
South Bend, IN · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Financial Planner
Miami Gardens, FL · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Quick apply
Financial Planner
Miami Gardens, FL · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Financial Planner
Memphis, TN · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Quick apply
Financial Planner
Memphis, TN · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Financial Planner
Independence, MO · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Quick apply
Financial Planner
Independence, MO · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Financial Planner
Chandler, AZ · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Quick apply
Financial Planner
Chandler, AZ · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Financial Planner
Everett, WA · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Quick apply
Financial Planner
Everett, WA · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Financial Planner
Newport News, VA · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Quick apply
Financial Planner
Newport News, VA · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Financial Planner
Palmdale, CA · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Quick apply
Financial Planner
Palmdale, CA · Remote
$40 - $60/hr
We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...
Part Time Financial Planner information
See salary details
$50.5K - $58.6K
2% of jobs
$58.6K - $66.7K
6% of jobs
$66.7K - $74.8K
13% of jobs
$76.4K is the 25th percentile. Wages below this are outliers.
$74.8K - $82.9K
18% of jobs
The median wage is $89.1K / yr.
$82.9K - $91K
14% of jobs
$91K - $99K
15% of jobs
$102.8K is the 75th percentile. Wages above this are outliers.
$99K - $107.1K
15% of jobs
$107.1K - $115.2K
4% of jobs
$115.2K - $123.3K
5% of jobs
$123.3K - $131.4K
4% of jobs
$131.4K - $139.5K
3% of jobs
$50.5K
$96.7K
$139.5K
How much do part time financial planner jobs pay per year?
As of Jun 7, 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?
| Aspect | Part Time Financial Planner | Financial Advisor |
|---|---|---|
| Certifications | CFP, ChFC often preferred | CFP, ChFC, or similar certifications |
| Work Environment | Part-time, flexible hours, often independent or small firms | Full-time, office-based or client-facing roles |
| Employer & Industry | Financial planning firms, independent practices, or self-employed | Banks, investment firms, or independent practices |
| Search & Comparison Intent | Part Time Financial Planner vs Financial Advisor | Part 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:
$80K - $110K/yr
Full-time, Part-time
Posted 23 days ago
Job description
Description
This is a FULLY REMOTE position.
Are you ready to begin a fulfilling new chapter in the world of finance, all from the convenience of your home? We're looking for motivated, mission-focused individuals to join our team as Entry-Level Financial Professionals in the Dallas area and beyond. With robust remote training and development support, you'll launch your career in one of today's most in-demand industries.
Perks of Working With Us:
Your Next Step Starts Here-Apply Now!
We are only accepting applicants who are authorized to work in the United States and have a U.S. phone number. All other applicants will not be considered.
Responsibilities
• Partner with clients to evaluate their financial goals and design customized strategies.
• Deliver a full spectrum of services, including investment planning, retirement solutions, insurance protection, and college savings programs.
• Educate clients on essential financial principles to empower confident, well-informed decision-making.
• Cultivate and sustain long-term relationships through regular follow-ups and personalized support.
• Engage in continuous training to sharpen expertise and remain up to date with industry trends.
• Pursue career growth opportunities with clear pathways to leadership and management roles.
Qualifications
• Must be legally eligible to work in the United States with a U.S. phone number.
• Strong communication and people skills.
• Self-driven with a willingness to learn and improve.
• No previous experience in finance is required-our training program will guide you.
• Comfortable working both independently and in a collaborative team environment.
• Passionate about helping others and solving problems.
• Open to part-time or full-time scheduling with flexibility.
This is a FULLY REMOTE position.
Are you ready to begin a fulfilling new chapter in the world of finance, all from the convenience of your home? We're looking for motivated, mission-focused individuals to join our team as Entry-Level Financial Professionals in the Dallas area and beyond. With robust remote training and development support, you'll launch your career in one of today's most in-demand industries.
Perks of Working With Us:
- Remote training and continuous mentorship
- Support for ongoing education and licensing
- Flexible hours to support a healthy work-life balance
- Corporate discounts for certifications and professional growth
Your Next Step Starts Here-Apply Now!
We are only accepting applicants who are authorized to work in the United States and have a U.S. phone number. All other applicants will not be considered.
Responsibilities
• Partner with clients to evaluate their financial goals and design customized strategies.
• Deliver a full spectrum of services, including investment planning, retirement solutions, insurance protection, and college savings programs.
• Educate clients on essential financial principles to empower confident, well-informed decision-making.
• Cultivate and sustain long-term relationships through regular follow-ups and personalized support.
• Engage in continuous training to sharpen expertise and remain up to date with industry trends.
• Pursue career growth opportunities with clear pathways to leadership and management roles.
Qualifications
• Must be legally eligible to work in the United States with a U.S. phone number.
• Strong communication and people skills.
• Self-driven with a willingness to learn and improve.
• No previous experience in finance is required-our training program will guide you.
• Comfortable working both independently and in a collaborative team environment.
• Passionate about helping others and solving problems.
• Open to part-time or full-time scheduling with flexibility.