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Part Time Financial Planner Jobs in Oklahoma (NOW HIRING)

Booz Allen Hamilton, Inc.

$86K - $198K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Our offerings include health, life, disability, financial, and retirement benefits, as well as paid ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...

SuperSummary

Part-Time Controller

Tulsa, OK · On-site +1

  • PTO

This is a part-time role of approximately 10-20 hours a week. What You'll Do Controllership ... Build and document internal controls appropriate for our size and stage Financial Planning ...

SuperSummary

Part-Time Controller

Tulsa, OK · Remote

  • PTO

This is a part-time role of approximately 10-20 hours a week. What You'll DoControllership ... Build and document internal controls appropriate for our size and stage Financial Planning ...

LeafHome

Event Marketer

Tulsa, OK · On-site

$18/hr

... part-time Event Marketer at trade shows, fairs, festivals, and events throughout the area. Job ... 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 Oklahoma

Part Time Financial Planner information

See Oklahoma salary details

$46.6K

$89.3K

$128.8K

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

As of Aug 19, 2026, the average yearly pay for part time financial planner in Oklahoma is $89,269.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,200.00 and $94,200.00 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 Oklahoma?

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

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

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

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

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

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

Cities in Oklahoma 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 Oklahoma as of August 2026, with employment types broken down into 100% Part Time. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $89,269 per year, or $42.9 per hour.

Financial Planning Coach I AS7346

Oklahoma State University

Stillwater, OK

Full-time, Part-time

Posted 5 days ago

Oklahoma State University rating

7.4

Company rating: 7.4 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

337th of 619 rated colleges and universities

Job description

Financial Planning Coach I AS7346

Apply now Job no: 494790
Work type: Staff Full-time
Location: Stillwater
Categories: Academic Services/Student Support

Campus

OSU-Stillwater

Contact Name & Email

Susan Dale, susan.dale@okstate.edu

Work Schedule

Monday through Friday, 8:00am-5:00pm

Appointment Length

Regular Continuous/Until Further Notice

Hiring Range

$19.23 - $20.67

Special Instructions to Applicants

For full consideration, please include a resume, cover letter and contact information for three professional references.

About this Position

Financial Planning Coaches provide individualized financial strategies and referral recommendations for students at risk for attrition due to financial reasons. These specialists understand student financial struggles, the campus resources for addressing them, and the collaborative efforts required to work as a campus wide team to help students succeed. They understand the student need/financial burden and leverage financial resources and opportunities in Enrollment Management and across campus.

Financial Planning Coaches work directly with other Scholarships and Financial Aid staff to address immediate monetary needs of students via intervention activities, education, and financial counseling. Counsel students and families regarding missed opportunities for financial aid, loans, scholarships, work-study, part-time jobs, etc. Must use professional judgment in determining student circumstances that warrant intervention and assistance. Support OSU's recruitment and retention mission through presentation of information and student communications. Seek out students at risk for attrition by electronic, text, written, verbal, and in person means and follow up with all contacts to encourage students to engage in successful college behaviors. Facilitate student outreach with current/new strategies through FPC and campus offices, academic colleges, and campus student support offices.

Required Qualifications

Financial Planning Coach I: 

  • Bachelor's Degree (degree must be conferred on or before agreed upon start date)
  • Zero - two years' experience in comparable position
  • Customer service experience preferred

Additional post-secondary education beyond requirements may substitute for years of required experience.

Skills, Proficiencies, and/or Knowledge:

Proficient in Microsoft Office and database applications. Skilled with Microsoft Excel and using data. Strong interpersonal, communication, and problem-solving skills. Knowledge of financial aid structure at campus, state, and federal levels. A passion for customer service and assisting students.

Experience serving/working with students/families with financial issues. Ability to work in a dynamic and measured environment that focuses on student success and retention. Requires an excellent customer service attitude and ability to participate in a team setting. Maintain confidentiality and sensitivity in handling student information.

A passion for student success, an ability to form creative solutions, and a positive attitude is strongly desired.

Completion of OSU Ambassador Program or comparable program required within first year after hire (pending availability of scheduled classroom coursework).

Preferred Qualifications
  • Master's
  • Three or more years of experience in student development, advising, coaching, financial aid and/or related areas.
  • Experience in OSU's student management and financial database systems, and federal databases. Experience serving/working with students/families with college transition issues.
  • Experience in student retention theories and initiative. Knowledge of financial aid structure at campus, state, and federal levels.
  • Ability to work in a dynamic and measured environment that focuses on student success and retention.
  • Customer Service experience preferred.

Skills, Proficiencies, and/or Knowledge:

Familiar with OSU computer systems and applications. Proficient in Microsoft Office, University web-based applications (Banner, Slate, etc.) and database (SAS) tools.

Strong interpersonal, communication, and problem-solving skills.

Advertised: 12 Aug 2026 Central Daylight Time
Applications close:

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