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Part Time Financial Planner Jobs in California (NOW HIRING)

SPRCHRGR

Senior Financial Analyst

Los Angeles, CA · Remote

$92K - $114K/yr

This position works under the direction of our FP&A Managers and Virtual CFOs, benefitting from ... Remote, Full-time time, and Part-time positions available - US only Compensation * Competitive Pay ...

Compass Group

Financial Analyst

Mountain View, CA · On-site

$110K - $130K/yr

Accounting, Financial Planning & Analysis (FP&A) and Data Analytics. Role Summary To support our ... Full-time and part-time positions offer the following benefits to associates: Retirement Plan ...

Compass Group

Financial Analyst

Mountain View, CA

$110K - $130K/yr

Accounting, Financial Planning & Analysis (FP&A) and Data Analytics. Role Summary To support our ... Full-time and part-time positions offer the following benefits to associates: Retirement Plan ...

Compass Group

Financial Analyst

Mountain View, CA

$110K - $130K/yr

Accounting, Financial Planning & Analysis (FP&A) and Data Analytics. Role Summary To support our ... Full-time and part-time positions offer the following benefits to associates: Retirement Plan ...

Joseph Michaels International

CFO Advisor

San Jose, CA · On-site

CFO Advisor (Very Part-Time)About UsWe are a fast-growing Silicon Valley startup revolutionizing ... Offer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling.

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All JobsFinancial Planner JobsPart Time Financial Planner JobsPart Time Financial Planner Jobs in California

Part Time Financial Planner information

See California salary details

$49.8K

$95.4K

$137.7K

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

As of Aug 15, 2026, the average yearly pay for part time financial planner in California is $95,415.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $100,700.00 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 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.

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 are the most commonly searched types of Financial Planner jobs in California?

The most popular types of Financial Planner jobs in California are:

What are popular job titles related to Part Time Financial Planner jobs in California?

For Part Time Financial Planner jobs in California, the most frequently searched job titles are:

What job categories do people searching Part Time Financial Planner jobs in California look for?

The top searched job categories for Part Time Financial Planner jobs in California are:

What cities in California are hiring for Part Time Financial Planner jobs?

Cities in California with the most Part Time Financial Planner job openings:

Part Time Financial Planner jobs near you
Infographic showing various Part Time Financial Planner job openings in California as of August 2026, with employment types broken down into 100% Part Time. Highlights an 80% In-person, and 20% Remote job distribution, with an average salary of $95,415 per year, or $45.9 per hour.

Experienced FP&A Consultant (Part-Time)

Resources Connection, Inc.

Menlo Park, CA • On-site

$80 - $90/hr

Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

Share this Job Posting:
Consulting
Fully Remote
Part time
Menlo Park California United States
Consulting
On Demand Talent
About This Role
Are you an experienced FP&A professional ready to make an impact in a dynamic, growth-focused environment? We're seeking a seasoned FP&A consultant to partner with senior executives and drive critical financial initiatives, including budgeting, forecasting, account analyses, and monthly accruals. This role is perfect for someone with deep financial expertise, strong analytical and communication skills, and the ability to work across disciplines in a rapidly evolving organization.
Work Location: Fully Remote with pacific standard time work hours
Duration: 4+ months, part-time (20-25 hours/week flexible)
Pay Rate Range: $80/hr-$90/hr
What You Will Work On
  • Lead core FP&A processes: Long-range planning, annual budgets, monthly reporting, and continuous forecasting.
  • Build and maintain financial models that inform strategic decision-making and resource allocation.
  • Partner with senior leadership (CEO & CFO) to support business reviews, identify risks, uncover opportunities, and influence strategy.
  • Conduct scenario and sensitivity analyses for capital planning and cash runway forecasting.
  • Support accounting during month-end close on accrual analyses, budget-to-actual reviews, and financial reporting.
  • Assist with government contracting and reporting, including indirect rate calculations.
  • Serve as FP&A systems owner (Cube expertise a plus, but proficiency in Adaptive, Anaplan, or similar tools is welcome).

What You Will Bring
  • 7+ years of finance/FP&A experience, ideally within biotech or life sciences.
  • Proven track record with clinical development program budgeting, R&D forecasting, and cash runway modeling.
  • Expertise in FP&A systems: Cube, Adaptive, Anaplan, TM1 (or similar).
  • Advanced Excel modeling and PowerPoint presentation skills for Board and leadership decks.
  • Strong analytical, strategic thinking, and communication skills.

What You Can Expect
  • An inspirational place for you to do your best work, be engaged in meaningful ways, and continually develop the skills, competencies and qualities that set our team apart.
  • Compensation commensurate with your qualifications, experience, and other factors including geographic location, market and operational factors.
  • Total Rewards include: Medical, Dental, Vision, Life Insurance, Disability Insurance, 401(k) Savings Plan, Employee Stock Purchase Plan, Professional Development Program, Paid Time Off and Paid Sick Time (in geographies where legally required).

What We Do
At RGP, we're creating a future where businesses produce their best work without constraints. We've built a global network of over 2,600 experts across four regions, providing a comprehensive suite of solutions across on-demand talent, next-generation consulting, and outsourced services to support organizations at every stage of their growth journey. Trusted by Fortune 100 companies and emerging disruptors alike, we challenge conventional ways of working, drive growth, and pave the way for long-term success through bold innovation and fearless collaboration.
Our values guide everything we do and strengthen our commitment to people. By combining smart processes, human-centered design, and advanced technology, we celebrate our team's excellence and ensure we grow together. We believe in the power of continuous learning and development to drive both individual and organizational success. It's time to rethink how work gets done. Dare to Work Differently® with RGP.
RGP is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information, veteran status, or any other legally protected trait and encourage all applicants to apply.
Resources Global Professionals logo

About Resources Global Professionals

Sourced by ZipRecruiter

Resources Global Professionals (RGP) is a multinational professional services firm, headquartered in Irvine, California, United States. Founded in 1996, the firm operates in various industries including finance, technology, healthcare, and retail among others. RGP is recognized for its unique approach to consulting, where they help clients transform their businesses through a combination of human talent, industry knowledge, and experience in problem-solving. The company's mission is "to help clients change their businesses from the inside out."

Industry

Business management consulting

Company size

1,001 - 5,000 Employees

Headquarters location

Irvine, CA, US

Year founded

1996

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