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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 ...

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All 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 Jun 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 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.

Can you work part-time as a financial planner?

Yes, financial planners can work part-time, depending on the employer and client needs. Many part-time roles involve flexible schedules and may require relevant certifications such as the CFP designation. Part-time positions are common in financial planning firms, especially for those seeking work-life balance or supplementary income.

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.

Who makes more money, CFP or CPA?

A Certified Financial Planner (CFP) typically earns more than a Certified Public Accountant (CPA) because CFPs often provide comprehensive financial planning services, which can command higher fees. However, CPAs may have higher salaries in accounting firms or corporate roles, especially with experience and specialized skills. Income varies based on location, experience, and client base, but generally, CFPs have higher earning potential in financial planning roles.

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

For a part-time financial planner, a $50,000 income can be sufficient depending on the client’s financial goals and the scope of services needed. Many financial advisors work with clients across a range of income levels, offering advice on budgeting, investments, and planning, often tailored to the client's resources. However, comprehensive financial planning or investment management may require higher fees or assets under management, so the adequacy depends on the specific services sought.

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.

Why do so many financial advisors quit?

Many financial advisors quit due to high stress, regulatory pressures, and inconsistent income, especially in commission-based roles. The job often requires strong sales skills, ongoing client management, and can involve long hours, leading to burnout and job dissatisfaction.

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:
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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 June 2026, with employment types broken down into 58% Full Time, and 42% Part Time. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Part-Time Financial Planner

KT Legacy Leadership Development

Remote

$77K - $104K/yr

Full-time, Part-time

Posted 14 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:
  • 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.

Apply