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Part Time Financial Planner Jobs in Rhode Island

Dental365

Dental Practice Manager

North Kingstown, RI · On-site

Financial Management * Present financial breakdowns to patients in accordance with provider ... Minimum two years' experience with responsibilities listed above, strong dental treatment planning ...

Dental365

Dental Practice Manager

North Kingstown, RI · On-site

Financial Management * Present financial breakdowns to patients in accordance with provider ... Minimum two years' experience with responsibilities listed above, strong dental treatment planning ...

Dental365

Dental Practice Manager

North Kingstown, RI · On-site

Financial Management * Present financial breakdowns to patients in accordance with provider ... Minimum two years' experience with responsibilities listed above, strong dental treatment planning ...

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Showing results 21-40

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 20, 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.

Community Life Service Coordinator Part-Time

The Community Builders

Providence, RI • On-site

Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

About The Community Builders (TCB)
Join a growing organization that is strengthening neighborhoods across the nation! The Community Builders, Inc. (TCB) is one of America's leading nonprofit real estate developers and owners. Our mission is to build and sustain strong communities where all people can thrive.
About Community Life
Community Life is TCB's place-based model that provides stable housing as a platform for residents and neighborhoods to achieve success. TCB communities are places of innovation that address some of the most significant challenges facing low-income populations. We engage residents in creating programs and build strategic partnerships with local stakeholders to maintain stable housing and create pathways to opportunities in six key practice areas: youth development, education, workforce development, health, asset building, and community engagement.
Position Description:
Reporting to the Director of Community Life New England, the Community Life Service Coordinator (CLSC) develops and coordinates support services for residents of the mixed-income apartment community. The service coordination will ensure resident and community success through close work with TCB property management team and local community partners. The CLSC will work one-on-one with residents to assist them in achieving housing stability. The CLSC is an integral part of the housing and property team and plays a critical role in the overall positive culture of the property for the enjoyment of its residents and the respect of its neighbors.
Housing stabilization is the area of focus that will be delivered through referrals to quality, local partners, on-site programing and individual coaching. The goal is to have families stable in their housing and to connect them to local opportunities in the areas of education, workforce development, financial education, asset building and health. In addition, community engagement and community building activities will be essential in order to create a sense of community and initiate a gateway to other support services.
The CLSC will work with each family to create a housing stability success plan that will guide the support, interventions, and referrals needed by the family/individual. The family/individual success plans ensure a resident-centered approach to delivering resident services. In addition, the SC, in collaboration with the Community Life HUB team, will track performance measures, administer the annual survey, develop a Community Success Plan, and evaluate effectiveness of the partnerships to impact outcome measures.
Essential Functions:
  • Develop strategic partnerships with local service providers to bring on-site programs or provide referral to off-site program and services in the following CL outcome areas: workforce development, financial, and housing stability.
  • Develop and implement a plan to support individuals/families with lease violations including housekeeping violations.
  • Participate in unit inspections as requested by Property Management.
  • Build positive relationships in the community to build capacity and maintain current partnerships to ensure resources are available.
  • Monitor residents housing stability on an ongoing basis and provide mediation services between residents and Property Management should there be any issues, maintenance request, late rent or conflict of any kind.
  • Provide case management and supportive services to residents to ensure they understand the lease requirements to avoid lease infractions to remain in compliance with the terms of their lease
  • Conduct home visits to residents on a weekly, monthly or as-needed basis.
  • Coordinate with other agencies/partners services to be delivered to residents in need of rent and utility assistance.
  • Assess issues related to late rent payment and develop a plan to address the barriers for on-time rent payment.
  • Assist in administering the Community Life Questionnaire annually to residents
  • Conduct welcome orientations for new residents
  • Manage administrative tasks required for securing and executing contracts or Memorandum of Agreements with providers and partners to carry out on-site programming
  • Attend trainings and continue education opportunities offer by the Community Life HUB team
  • Attend weekly meetings with Community Manager, and site team
  • Keep Community Manager and Community Life Senior Manager appraised of issues affecting residents
  • Document and maintain accurate and up to date records in Efforts to Outcome (ETO).
  • Other duties and responsibilities as requested

Knowledge, Skills and Abilities:
  • Ability to understand and respect values, attitudes, and beliefs that differ across cultures and to respond appropriately to these differences with residents in planning, implementing, and evaluating programs and services
  • Capable of building and maintaining positive relationships with a wide variety of stakeholders, including but, not limited to: residents, senior staff, volunteers, interns, and community partners
  • Experience working with families to support their aspirations
  • Ability to collect, track and understand data In order to assess programs and partnerships and inform strategies
  • Operate in a timely manner, with consistency and a high level of integrity and professionalism; provide excellent customer service to residents and partners
  • Excellent communication, organization and writing skills
  • Knowledge of federal, state and local policies affecting housing is a plus.

Education & Experience:
  • Bachelor's degree with a focus in social work, human services, public health, or community development
  • 2+ years of overall professional experience working with families in housing or human services agencies required
  • Experience overseeing and managing grants
  • Proficiency with MS Excel, PowerPoint, Word, Outlook and other computer programs
  • Previous experience in property management, and knowledge of HUD regulation a plus.
  • Previous engagement, communication and collaboration with residents of diverse socioeconomic and cultural backgrounds preferred
  • Experience working with partners and site team members to implement programs and initiatives
  • Knowledge of child development and/or experience working with youth
  • Knowledge of Yardi, Property Management databases, Efforts to Outcomes (ETO) is a plus.

Benefits
  • Medical, dental, and vision insurance
  • 12 Paid Holidays & tenure-based PTO accruals
  • Employer contributions to Health Savings Accounts
  • Company paid Life & Disability Insurance
  • 403(b) retirement plan with company match
  • Tax-advantage accounts: commuter/parking, medical & dependent care FSA
  • Hospital & Critical Illness Insurance
  • Confidential, 24/7 Employee Assistance Program
  • Pay: $25/hour for a 24 hour week

The Community Builders is an equal opportunity employer

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