ZipRecruiter

Log In

2

Part Time Financial Planner Jobs in Indiana (NOW HIRING)

next page

Showing results 1-20

People also search for

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

Part Time Financial Planner information

See Indiana salary details

$48.1K

$92K

$132.7K

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

As of May 30, 2026, the average yearly pay for part time financial planner in Indiana is $91,998.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,300.00 and $97,100.00 per year, depending on experience, location, and employer.

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 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 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.

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

Part Time Financial Adviser (Westville/ Chesterville/ Sherwood/ Durban)

Oldmutual

Westville, IN

Part-time

Posted 13 days ago

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Part-time opportunity:

  • Part-time Financial Adviser
  • Grade 12
  • Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering financial advice
  • Access to in-segment market and existing network
  • DOFA/Fit & proper
  • A valid Driver's licence and own car
  • A clear criminal and credit check
  • Proven computer literacy and digital dexterity
  • Excellent communication skills (written and verbal)
  • Sound planning and organising abilities
  • Ability to collate, analyse and synthesize information
  • Entrepreneurial mindset
  • Sound business acumen
  • GRIT, resilience and tenacity to stay the course.
  • Sales orientation

Skills

Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

29 June 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

Apply