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Part Time Financial Planner Jobs in Missouri (NOW HIRING)

Buchheit Inc

CSM Part Time

House Springs, MO · On-site

Assistant Customer Service Managers assist in planning, coordinating, and controlling the ... Balance cash drawer, and prepare deposit for financial institution * Basic accounting functions

LeafHome

Weekday Retail Marketer

Saint Peters, MO

$18 - $30/hr

Earn Full-time Pay working Part-time hours! LeafFilter Gutter Protection, a rapidly growing home ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

LeafHome

Weekday Retail Marketer

Cape Girardeau, MO

$18 - $30/hr

Earn Full-time Pay working Part-time hours! LeafFilter Gutter Protection, a rapidly growing home ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

LeafHome

Weekday Retail Marketer

Saint Charles, MO

$18 - $30/hr

Earn Full-time Pay working Part-time hours! LeafFilter Gutter Protection, a rapidly growing home ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

LeafHome

Weekday Retail Marketer

Kirkwood, MO

$18 - $30/hr

Earn Full-time Pay working Part-time hours! LeafFilter Gutter Protection, a rapidly growing home ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

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

Part Time Financial Planner information

See Missouri salary details

$47.4K

$90.7K

$130.9K

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

As of Sep 4, 2026, the average yearly pay for part time financial planner in Missouri is $90,687.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,300.00 and $95,700.00 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 Missouri?

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

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

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

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

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

Cities in Missouri 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 Missouri as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $90,687 per year, or $43.6 per hour.

Loan Originator - Outside Sales

Gold Star Mortgage Financial Group, Corporation

Saint Louis, MO • On-site

Full-time, Part-time

Re-posted yesterday

Key responsibilities

  • Source business through in-person meetings with realtors, financial planners, and other partners.

  • Develop and maintain a client base through seminars, presentations, and open houses.

  • Assist clients by determining suitable financial products, negotiating loan rates and terms, and guiding them through the financing process.

Job description

MORTGAGE LOAN ORIGINATOR – OUTSIDE SALES
Position Title: Loan Originator (Outside Sales)
Title Grade: (I) Junior or (II) Senior
Reports to: Sales Manager or Branch Manager
Department: Sales
Status: Regular, Full-Time or Part Time
FLSA Status: Exempt
Pay Grade: Commission and/or Recoverable Draw Against Commission (DOE)

SUMMARY amp; PURPOSE OF POSITION
Mortgage Loan Originators (MLOs) serve as the foundation of Gold Star’s business. The MLO will act as
the face of Gold Star and our representative in the community. We seek banking professionals that have a passion to help others achieve security with safe and smart financial products, and demonstrate it through motivation, self-discipline, and customer service. Those who are willing to challenge themselves to develop alongside a dynamic, employee-first organization will find success at Gold Star. Excellence in this position will be achieved by providing personable, friendly service in the field.
PRIMARY POSITION-SPECIFIC RESPONSIBILITIES
 Source business via in-person meetings with realtors, financial planners, and other partners;
 Develop clientele base via lunch-and-learns, seminars, presentations, and open houses;
 Give group presentations to introduce new products and services;
 Visit clients at closing to ensure a smooth and compliant transaction;
 Determine the financial products that best meet the customer’s needs and financial circumstances,
and provide advice on the advantages and disadvantages of different financial products;
 Negotiate loan rates and terms on behalf of the consumer, and apply the borrower’s unique credit
profile to loan scenarios in order to provide financial options to the consumer;
 Consult with prospective borrowers to determine their financial objectives and goals,
review/analyze credit and financial data, and pre-qualify applicants;
 Maintain an in-depth knowledge of highly technical and evolving underwriting/lending guidelines,
investor regulations, and utilize specialized knowledge of loan products to interpret these guidelines
to assist the borrower in his/her understanding;
 Present options and alternatives for various financial products that we offer, explain rates and terms
in an easy to understand manner, and answer questions regarding the financing process;
 Monitor the loan’s process and work closely with processors, underwriters, and staff;
 Attend and complete all required training, maintain knowledge of all lending policies, procedures,
guidelines, and regulations, and complete all licensing prerequisites and requirements;
 Provide unsurpassed customer service;
 Complete other duties as assigned.
PREFERRED EDUCATION/EXPERIENCE
 High school or equivalent required;
 An Associate’s degree from an accredited college preferred;
 At least three (3) years of experience in mortgage lending with demonstrated success in
developing relationships by in-person B2B sale required;
 Verifiable track record of recent successful purchase and referral based sales volume;
 Must have exceptional attention to detail and strong organizational skills;
 Outstanding work ethic and time management skills;
 Perform exceptionally well under pressure;
 Possess strong oral and written communication skills;
 Prior experience with Encompass, a plus.
PHYSICAL DEMANDS/ENVIRONMENT
This position is customarily engaged in field work, and as such frequent travel will be common, though
generally limited to a 50 mile radius from the employee’s base of operations. Rare lifting of up to 25lbs
may be required.

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