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Part Time Financial Planner Jobs in Rhode Island

LeafHome

Event Marketer

Warwick, RI

$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 ...

Dental365

Dental Hygienist (Part-Time)

Woonsocket, RI

$45 - $50/hr

Taking x-rays and intraoral images to aide in treatment planning and note any progress/changes ... Secure your financial future with our employer-matched plan. * Generous Paid-Time Off: Accrue up to ...

Dental365

Dental Hygienist (Part-Time)

Woonsocket, RI · On-site

$45 - $50/hr

Taking x-rays and intraoral images to aide in treatment planning and note any progress/changes ... Secure your financial future with our employer-matched plan. * Generous Paid-Time Off: Accrue up to ...

Dental365

Dental Hygienist (Part-Time)

Woonsocket, RI · On-site

$45 - $50/hr

Taking x-rays and intraoral images to aide in treatment planning and note any progress/changes ... Secure your financial future with our employer-matched plan. * Generous Paid-Time Off: Accrue up to ...

Revvity

Sr. Tax Manager (REMOTE)

Providence, RI · On-site +1

$134K - $167K/yr

In this role, you will identify and implement strategic tax planning initiatives, and ... Collaborate with finance, legal, and operations teams to implement and monitor tax strategies.

Aspen Dental

Associate Dentist

North Smithfield, RI

$200K - $300K/yr

... financial security and job stability that comes with working with a world-class Dental Service ... Offering treatment planning options and discussing them with patients  * Providing high-quality ...

Prime Healthcare

Social Worker II

Woonsocket, RI

Shift: Part Time, 32 Hours - 8 hr Day Shift, Includes Weekends & Holidays At Landmark Medical ... financial assistance and supportive services to patients and families with problems that are ...

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All JobsFinancial Planner JobsPart Time Financial Planner JobsPart Time Financial Planner Jobs in Rhode Island

Part Time Financial Planner information

See Rhode Island salary details

$49.5K

$94.7K

$136.6K

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 Rhode Island is $94,681.00, 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 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 Rhode Island?

The most popular types of Financial Planner jobs in Rhode Island are:

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

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

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

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

Part Time Financial Planner jobs near you
Infographic showing various Part Time Financial Planner job openings in Rhode Island as of August 2026, with employment types broken down into 100% Part Time. Highlights an 61% In-person, 13% Hybrid, and 26% Remote job distribution, with an average salary of $94,681 per year, or $45.5 per hour.

Client Services Specialist

Ameriprise Financial

Cranston, RI • On-site

$55K - $60K/yr

Part-time

Posted 15 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

107th of 150 rated financial services

Job description

Description:

This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support for financial advisors. The work is primarily back-office assistance and could include client-facing support. This is a part-time position. This position is 100% in person in our Cranston office and can lead to a full-time opportunity for the right candidate.
Responsibilities:

Client Care

·        Review, prepare documents and update client information as needed for client review meetings
·        Manage and resolve client service problems
·        Perform other allowable duties as assigned by the financial advisor(s)
·        Set up and maintain client management system
·        Call clients or prospects to set up meetings or appointments
·        Assist with coordination of client appreciation events and seminars
·        Assist with client mailings
Business Processing

·        Work with home office to ensure accurate account setup and resolve issues
·        Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
·        Maintain files and records in accordance with the records retention policy
Qualifications:

Must haves

·        Strong analytical, verbal communication, and writing skills
·        Strong attention to detail, positive attitude and desire to learn
·        An interest in financial planning, client service and investment management
·        Proficiency in MS Word, MS Excel, and the ability to learn financial planning software
·        Ability to work independently
·        Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority)
·        High School Diploma, or equivalent
Nice to Haves

·        Bachelor’s Degree
·        Series 7 and 66
Job Type: Part-time
Pay Rate:  $55,000 - $60,000
Application Requirement

Please include a cover letter as part of your application packet. There are three reasons why we require a cover letter as part of the application process: a. This is a writing job. While writing eloquent prose is not necessarily a part of the job, stringing 8-12 sentences into 2-3 coherent paragraphs absolutely is part of the job. b. Following instructions from our clients is critical to our success. If you can’t follow these instructions, we will probably not be a fit. c. The cover letter will give you the opportunity to express ideas not easily conveyed on your resume. Please address all of the following topics. Applications submitted without a cover letter addressing all of these topics will not be considered:

  • Describe your current work situation and why you are applying for this role.
  • What interested you in this role?
  • What specific skills do you possess that will help you succeed?
  • Describe your experience that relates to this position. 
  • Confirm you saw the pay rate for this position and that it meets your expectations. 
  • Why should we hire you.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Ameriprise logo

About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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