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Part Time Financial Planner Jobs in California (NOW HIRING)

Orlando Health

Finance Systems Manager

Santa Ana, CA · Remote

$145K - $165K/yr

Key Responsibilities * Lead strategic financial planning and analysis for multiple clients ... Flexible schedule starting at 16 hours per week * Part-time position * 401(k) * Health insurance

Orlando Health

Finance Performance Manager

Irvine, CA · Remote

$145K - $165K/yr

Key Responsibilities * Lead strategic financial planning and analysis for multiple clients ... Flexible schedule starting at 16 hours per week * Part-time position * 401(k) * Health insurance

Orlando Health

Finance Strategy Manager

Riverside, CA · Remote

$145K - $165K/yr

Key Responsibilities * Lead strategic financial planning and analysis for multiple clients ... Flexible schedule starting at 16 hours per week * Part-time position * 401(k) * Health insurance

Orlando Health

Finance Business Manager

Anaheim, CA · Remote

$145K - $165K/yr

Key Responsibilities * Lead strategic financial planning and analysis for multiple clients ... Flexible schedule starting at 16 hours per week * Part-time position * 401(k) * Health insurance

The Fortitude Team

Junior Financial Consultant

Menifee, CA · Remote

$70K - $80K/yr

... planning, wealth accumulation, and long-term financial security. No previous financial services ... This is a remote independent-contractor opportunity with flexible part-time and full-time career ...

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 ...

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 ...

Ameriprise Financial - California

Paraplanner

Merced, CA · On-site

$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 ...

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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 Sep 1, 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 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 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 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $95,415 per year, or $45.9 per hour.

Financial Development Specialist - California

All Financial Freedom

Sacramento, CA • On-site, Remote

$40K - $85K/yr

Part-time

Re-posted 22 days ago

Job description

This position centers on financial education delivery and helping individuals understand long-term planning strategies.

In this position, you will guide individuals through foundational financial concepts in a clear and structured manner. The role emphasizes education, professionalism, and ethical client engagement.

Position Overview

This role is designed for professionals who want more ownership over their career progression while operating within a structured financial services organization. The position rewards consistency, accountability, and long-term contribution.

Key Responsibilities

  • Deliver financial education and support through virtual engagement
  • Build long-term professional relationships
  • Take ownership of personal development and performance outcomes
  • Maintain documentation and compliance standards
  • Participate in leadership and professional development training

Required Qualifications

  • Strong initiative and self-management skills
  • Professional communication abilities
  • Entrepreneurial mindset within a structured environment
  • Licensing eligibility

Compensation & Benefits

  • Performance-based compensation structure
  • Remote work flexibility
  • Structured training and advancement opportunities

Career Path

Clear pathway into senior, leadership, or organizational development roles.

Employment Type: PART_TIME

Apply