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Part Time Financial Planner Jobs in Minnesota (NOW HIRING)

Genisys Credit Union

Teller - Part Time

Lakeville, MN · On-site

$16.50 - $20.75/hr

We are currently seeking motivated candidates for a Limited Part Time Financial Services ... Free Financial Planning Assistance * 401k up to 3% match and 5% Profit Share EOE M/F/Disability ...

All In One Accounting

CFO - Nonprofit

Saint Paul, MN · On-site

$60 - $90/hr

Guide exit strategy planning and execution Team & Relationship Management * Build and maintain ... part-time with a mix of client interaction and internal team comradery. We strive to meet team ...

Remmele

Senior Manufacturing Planner

Big Lake, MN · On-site

$90K - $110K/yr

... backlog/ financial shipping projections are accurate. This position will manage the day-to-day ... Full-time and Part-time employees receive Paid Time Off (PTO) based on years of service, as well as ...

All In One Accounting

CFO - Manufacturing

Saint Paul, MN · On-site

$125K - $165K/yr

... Planning & Analysis • Create sophisticated financial models to evaluate business decisions ... part-time with a mix of client interaction and internal team comradery. We strive to meet team ...

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

Part Time Financial Planner information

See Minnesota salary details

$49.5K

$94.7K

$136.6K

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

As of Jul 28, 2026, the average yearly pay for part time financial planner in Minnesota is $94,690.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,400.00 and $99,900.00 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 Minnesota? The most popular types of Financial Planner jobs in Minnesota are:
What are popular job titles related to Part Time Financial Planner jobs in Minnesota? For Part Time Financial Planner jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Part Time Financial Planner jobs in Minnesota look for? The top searched job categories for Part Time Financial Planner jobs in Minnesota are:
What cities in Minnesota are hiring for Part Time Financial Planner jobs? Cities in Minnesota 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 Minnesota as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $94,690 per year, or $45.5 per hour.
Teller - Part Time

Teller - Part Time

Genisys Credit Union

Lakeville, MN • On-site

$16.50 - $20.75/hr

Part-time

Retirement, PTO

Posted 28 days ago

Genisys Credit Union rating

6.9

Company rating: 6.9 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

At Genisys Credit Union, we value our employees who are essential to our ongoing growth and success as a financial institution of choice. Our locations are constantly recognized for providing excellent customer service to our members. We are currently seeking motivated candidates for a Limited Part Time Financial Services Representative at our Lakeville, Minnesota branch. This position will work up to 19.50 hours per week. This position has the opportunity to earn incentive pay.

Position Purpose:

Ensures that members are promptly and professionally served by performing teller functions, performing a broad variety of member services functions or promoting/cross selling credit union products and services.

Job Duties (include but not limited to):

  • Performing financial transactions such as cash withdrawals, deposits, transfers, loan payments and more per credit union practices and policies.
  • Cross selling credit union products and services to provide high quality member service and reach credit union goals and objectives
  • Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions.
  • Ensures that members' requests and questions are promptly resolved whether in person, over the phone, or via other communication methods.
  • Ensures that the Credit Union's quality reputation is maintained and projected.

Qualifications:

  • High School Graduate or equivalent required
  • Customer service experience preferred
  • Sales experience preferred
  • Cash handling experience helpful

Skills/Abilities:

  • Good communication skills
  • Professional appearance, dress, and attitude
  • Good math skills
  • Able to operate related computer applications and basic business equipment
  • Good typing skills

Benefits:

  • Paid Time Off
  • Paid Tuition to $2500 per year
  • Free Financial Planning Assistance
  • 401k up to 3% match and 5% Profit Share

EOE M/F/Disability/Veteran


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