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Part Time Financial Planner Jobs in California (NOW HIRING)

Ameriprise Financial - California

Paraplanner

Merced, CA · On-site

$28 - $33/hr

We are committed to delivering personalized, comprehensive financial planning with professionalism ... Flexible full-time or part-time opportunity * In-office role based in Merced, CA * Collaborative ...

Seed House Project

Financial Coach

Los Angeles, CA · On-site

$60/hr

POSITION OVERVIEW Compensation: $60.00/per hour The Financial Coach is a part-time contractor who ... Align budget planning with the Path to Stability savings match program and program advancement ...

Allworth Financial

Tax Preparer

Folsom, CA · On-site

$75/hr

Allworth Financial delivers long- and short-term investment planning solutions and advice to help ... Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are ...

Allworth Financial

Tax Preparer

Folsom, CA · On-site

$75/hr

Allworth Financial delivers long- and short-term investment planning solutions and advice to help ... Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are ...

Allworth Financial

Tax Manager

Folsom, CA · On-site

$130K - $180K/yr

Allworth Financial delivers long- and short-term investment planning solutions and advice to help ... Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are ...

Allworth Financial

Tax Manager

Folsom, CA · On-site

$130K - $180K/yr

Allworth Financial delivers long- and short-term investment planning solutions and advice to help ... Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are ...

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Showing results 21-40

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 7, 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 75% In-person, and 25% Remote job distribution, with an average salary of $95,415 per year, or $45.9 per hour.

Entry-Level Financial Advisor

The Fortitude Team

Murrieta, CA • On-site

Full-time, Part-time

Posted 8 days ago

Job description

Description
The Fortitude Team is seeking motivated, coachable individuals who are passionate about helping others achieve their financial goals. Whether you're beginning your career or looking for a new opportunity, we provide the training, mentorship, and support to help you succeed.
As an Entry-Level Financial Advisor, you'll educate individuals and families on financial strategies, build lasting client relationships, and develop customized solutions based on each client's unique goals. No prior financial services experience is required, we provide comprehensive training and guidance from experienced mentors.
This is a remote opportunity offering flexible full-time and part-time schedules with significant opportunities for personal and professional growth.
Responsibilities
• Meet virtually with individuals and families to understand their financial goals.
• Educate clients on financial planning concepts, retirement strategies, wealth accumulation, and income protection.
• Conduct financial needs analyses and recommend personalized strategies.
• Build and maintain long-term client relationships through ongoing service and support.
• Follow up with prospective clients and schedule virtual appointments.
• Participate in weekly training, mentorship, and professional development sessions.
• Complete required licensing and continuing education.
• Build your business through networking, referrals, and relationship development.
• Maintain accurate client records while adhering to industry compliance standards.
Qualifications
• Strong communication and interpersonal skills.
• Positive attitude with a willingness to learn.
• Self-motivated and goal-oriented.
• Comfortable working independently in a remote environment.
• Passion for helping others achieve financial success.
• Professional, ethical, and dependable.
• Customer service, sales, banking, education, or leadership experience is a plus but not required.
• High school diploma or equivalent.
• Must be eligible to obtain the required state insurance and financial services licenses.

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