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Part Time Financial Planner Jobs in California (NOW HIRING)

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 ...

Vessel Advisors

Fractional CFO

Irvine, CA · On-site

... planning, and direction to ensure they achieve their financial goals. This role offers flexibility as you will collaborate with clients on a part-time basis, allowing you to manage multiple ...

Vessel Advisors

Fractional CFO

Irvine, CA · Hybrid

... planning, and direction to ensure they achieve their financial goals. This role offers flexibility as you will collaborate with clients on a part-time basis, allowing you to manage multiple ...

Vessel Advisors

Fractional CFO

Irvine, CA · On-site

... planning, and direction to ensure they achieve their financial goals. This role offers flexibility as you will collaborate with clients on a part-time basis, allowing you to manage multiple ...

Optima Office

CFO

San Diego, CA · On-site

$120 - $150/hr

... part-time basis. The CFO is contracted for specific, strategic financial support for either a ... Oversee budgets and cash flow planning and communicate availability of funds, as needed. * Oversee ...

Netflix

Finance Program Manager - M&A

Los Gatos, CA · On-site

... remotely part-time. Occasional travel may be required to other office locations, including ... FP&A, Treasury, and Finance Product & Technology - from due diligence through Day 1 and Day 100 ...

Netflix

Finance Program Manager - M&A

Los Gatos, CA · On-site +1

... remotely part-time. Occasional travel may be required to other office locations, including ... FP&A, Treasury, and Finance Product & Technology - from due diligence through Day 1 and Day 100 ...

Netflix

Finance Program Manager - M&A

Los Angeles, CA · On-site +1

... remotely part-time. Occasional travel may be required to other office locations, including ... FP&A, Treasury, and Finance Product & Technology - from due diligence through Day 1 and Day 100 ...

Optima Office

CFO

San Diego, CA · On-site

$120 - $150/hr

... part-time basis. The CFO is contracted for specific, strategic financial support for either a ... Oversee budgets and cash flow planning and communicate availability of funds, as needed. * Oversee ...

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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 21, 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 100% Part Time. Highlights an 70% In-person, 10% Hybrid, and 20% Remote job distribution, with an average salary of $95,415 per year, or $45.9 per hour.

Tax Preparer

Allworth Financial

Folsom, CA • On-site

$75/hr

Full-time, Part-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 20 days ago

Job description

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.
SUMMARY
We're currently seeking a Tax Preparer for our Allworth office. The Tax Advisor is responsible for tax services provided to clients such as federal, state, and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to new and existing clients, and assisting our advisors and financial planning team with strategic tax planning.
This is a full-time, exempt position that will report into the Folsom, CA or Walnut Creek Office office. The base salary range is $75-110K
DUTIES AND RESPONSIBILITIES
  • Apply technical knowledge to prepare and review individual income tax returns
  • Review situations and transactions to determine federal, state and local filing requirements
  • Analyze and respond to IRS, state, and local tax agency notices
  • Participate in tax strategy discussions with clients and collaborate with their financial advisors
  • Identify and resolve client tax related questions and issues
  • Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management
  • Performs other duties as assigned
QUALIFICATIONS
  • BS/BA Degree, accounting preferred
  • Current CPA license
  • 2+ years individual tax preparation experience
  • Proficiency in income tax planning and compliance
  • Multi-state tax preparation/filing experience preferred
  • Form 1041 Trust & Estate and Form 709 Gift return experience preferred
  • Strong Excel and other software skills
  • Intuit Lacerte tax software experience preferred
  • Excellent oral and written communication skills and attention to detail
  • Strong interpersonal and client service skills
  • Ability to handle multiple priorities, clients and tight deadlines

BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
  • Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
  • Dental insurance with MetLife
  • Vision insurance with VSP
  • Optional supplemental benefits
  • Healthcare savings accounts with company contribution
  • Flexible spending accounts
  • Flexible working arrangements
  • Generous 401K contributions
  • Exempt associates qualify for our flexible paid time off policy
  • Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
  • 11 Paid Holidays
  • Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
  • Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
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