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Part Time Financial Planner Jobs in Illinois (NOW HIRING)

Weldon Elder Law, LLC

Be Seen First

Part Time Legal Assistant

Park Ridge, IL · On-site

$23 - $26/hr

This role is ideal for someone who enjoys helping families navigate important life planning ... Communicate with clients, financial advisors, healthcare providers, and other professionals in a ...

New

Weldon Elder Law, LLC

Be Seen First

Part Time Legal Assistant

Park Ridge, IL · On-site

$23 - $26/hr

This role is ideal for someone who enjoys helping families navigate important life planning ... Communicate with clients, financial advisors, healthcare providers, and other professionals in a ...

New

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

Part Time Financial Planner information

See Illinois salary details

$48.9K

$93.7K

$135.2K

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

As of Sep 5, 2026, the average yearly pay for part time financial planner in Illinois is $93,686.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,600.00 and $98,800.00 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 Illinois?

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

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

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

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

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

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

Cities in Illinois 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 Illinois as of August 2026, with employment types broken down into 100% Part Time. Highlights an 100% In-person job distribution, with an average salary of $93,686 per year, or $45 per hour.

Bookkeeper with Enterprise Resource Planning Experience

Fibro Rotary Tables U.S.

Rockford, IL • On-site

$19/hr

Part-time

Re-posted 6 days ago

Job description

Part-Time Bookkeeper (ERP Experience Required)Position OverviewWe are seeking a detail-oriented and reliable Part-Time Bookkeeper with strong Enterprise Resource Planning (ERP) system experience to support our financial operations. This role is ideal for someone who thrives in an organized environment, enjoys working with financial data, and has a solid understanding of accounting processes within ERP platforms.Key ResponsibilitiesMaintain and manage day-to-day bookkeeping activities, including accounts payable and receivableReconcile bank and credit card statements regularlyRecord financial transactions accurately in the ERP systemGenerate financial reports, including monthly summaries and cash flow statementsAssist with payroll and expense trackingEnsure compliance with company policies and accounting standardsSupport month-end and year-end closing processesCollaborate with internal teams and external accountants as needed Required QualificationsProven experience as a bookkeeper or in a similar accounting roleHands-on experience with ERP systems (e.g., NetSuite, SAP, Microsoft Dynamics, QuickBooks Enterprise, or similar)Strong understanding of basic accounting principles (GAAP knowledge preferred)High level of accuracy and attention to detailProficiency in Microsoft Excel and other financial softwareAbility to manage time effectively and work independently Preferred QualificationsAssociate's or Bachelor's degree in Accounting, Finance, or related fieldExperience in bookkeeping in a manufacturing settingFamiliarity with financial reporting and budgetingStrong communication and organizational skills
Job Posted by ApplicantPro