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Part Time Financial Planner Jobs in Delaware (NOW HIRING)

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Part Time Financial Planner information

See Delaware salary details

$50.5K

$96.8K

$139.6K

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

As of Jun 10, 2026, the average yearly pay for part time financial planner in Delaware is $96,764.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,100.00 and $102,100.00 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 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.

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 Delaware? The most popular types of Financial Planner jobs in Delaware are:
What are popular job titles related to Part Time Financial Planner jobs in Delaware? For Part Time Financial Planner jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Part Time Financial Planner jobs in Delaware look for? The top searched job categories for Part Time Financial Planner jobs in Delaware are:
What cities in Delaware are hiring for Part Time Financial Planner jobs? Cities in Delaware with the most Part Time Financial Planner job openings:
Part Time Financial Planner jobs near you

Financial Growth Consultant (Remote)

Traction Forge Financial

Newark, DE • Remote

Part-time

Posted 23 days ago

Job description

Traction Forge Financial, leveraging the strength of GFI, is growing and seeking individuals who are ready to build a meaningful career while making a real impact in the lives of others.

Our mission is centered around helping individuals, families, and business owners gain clarity, confidence, and control over their financial future. We believe financial education should be accessible to everyone, and we are committed to empowering people from all backgrounds with the knowledge and strategies needed to move forward with purpose.

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients understand their current position and create a clear path toward their goals.

We are looking for motivated, coachable, and people-focused individuals who are ready to grow-personally and professionally. This opportunity is ideal for those who enjoy helping others, value flexibility, and are looking to develop skills that can create long-term success.

No prior experience in financial services is required.

Through our comprehensive training and mentorship program, you will learn how to:

Guide individuals and families through meaningful financial conversations
Build personalized financial strategies aligned with client goals
Educate clients on retirement planning, investments, wealth-building, college planning, and insurance solutions
Develop strong relationships built on trust and service
Grow your confidence, leadership, and business skills

This opportunity offers flexible scheduling, ongoing mentorship, and a clear path for advancement. Whether you are looking to start a new career, build an additional stream of income, or develop skills that can shape your future, the platform is designed to support your growth.

If you are ready to challenge yourself, grow into your potential, and make a lasting impact while building something meaningful, Traction Forge Financial is ready to grow with you.


    Requirements
    • Legal U.S. Resident, Citizen, or valid Work Permit with SSN
    • Life Insurance License preferred
      • Must be willing to obtain within 14 - 21 days if not currently licensed
    • Soft background check required
    Employment Type: PART_TIME

    Apply