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Part Time Financial Planner Jobs in Texas (NOW HIRING)

SWMG

Legal Assistant (Estate Planning)

Fort Worth, TX · On-site

$26 - $37/hr

Fort Worth, TXOffice Hours: Part-time Monday-Friday between 8am to 5pmCompensation: $26 to $37 per ... financial and personal informationCommunicate with clients regarding document collection ...

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

Part Time Financial Planner information

See Texas salary details

$47K

$90.1K

$130K

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

As of Aug 21, 2026, the average yearly pay for part time financial planner in Texas is $90,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,800.00 and $95,000.00 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

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

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Part Time Financial Planner jobs near you
Infographic showing various Part Time Financial Planner job openings in Texas as of August 2026, with employment types broken down into 100% Part Time. Highlights an 70% In-person, 10% Hybrid, and 20% Remote job distribution, with an average salary of $90,073 per year, or $43.3 per hour.

Financial Advisor

Teacher's Pension and Insurance Services

Midland, TX • On-site

$50K - $100K/yr

Full-time, Part-time

Life, Retirement

Posted 29 days ago

Job description

Financial Advisor K12 Retirement Specialist (403b/457b)

Job Details: 1099 | Commission & Fee-Based | Full-Time or Part-Time

Empower Educators. Build Your Business. Make an Impact.

Join a proven system where advisors build six-figure practices serving the underserved K12 market. We're currently scheduling presentations for 100+ advisors nationwide, but growing demand requires us to expand our team.

What makes us different? We provide the leads, support, and market access while you focus on what you do best - helping educators secure their financial future.

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What You'll Do

Conduct one-on-one retirement counseling for K12 school employees Lead state pension education seminars at school sites during school hours Enroll clients in 403(b), 457(b), and other supplemental retirement plans Offer life insurance, estate planning, and additional financial strategies Provide long-term client service and relationship management

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The Lead Generation System That Works

Scheduled Presentations (Your Primary Lead Source): 2-4 on-campus presentations per month scheduled for you 10-15 educators per presentation (typically lunch meetings or staff meetings) 50% conversion rate from presentations to individual appointments Minimum 2 weeks advance notice - you can accept or decline any presentation Within your specified drive radius - we work around your preferred territory

Client Service Support: Annual review scheduling handled by our call center Automated client touch-points to maintain relationships Follow-up systems to ensure consistent client communication

Administrative Excellence: 98% issue rate on 403(b)/457(b) applications, transfers, and rollovers Dedicated paperwork specialists handle complex enrollment processes Full back-office support eliminates administrative headaches

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Why This 1099 Role Is Different

We're Only Successful If You Are: Our compensation comes through overrides - we don't charge advisors for support, leads, or marketing. This means we're 100% invested in your success because our revenue depends on your production.

What's Included at No Cost: All lead generation and presentation scheduling Marketing materials and CRM system (Salesforce) Administrative support and application processing Office 365 and full back-office infrastructure Ongoing training and mentorship

Independence With Support: Control your schedule and book of business Accept or decline presentations based on your availability Build equity in your practice while receiving institutional support No bureaucracy or micromanagement

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Compensation Structure

Year 1 Realistic Expectations: $50,000-$75,000 for full-time advisors following our system Some advisors exceed $100,000 in their first year Ramp-up timeline: Lead your own presentations within the first month

Year 2 and Beyond: Renewal commissions from Year 1 clients create compounding income 14 commission levels with advancement based on production volume Commission increases commonly achieved within the first year Many advisors continue increasing earnings annually through renewals and higher commission rates

Commission Structure: 100% commission + fee-based income (1099) Progressive structure with clear advancement guidelines No hidden fees or charges for support services

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Training & Development

Onboarding: Proprietary Teacher's Pension Classroom training program Learn the unique needs of K-12 employees Master 403(b)/457(b) regulations and strategies

Ongoing Support: Weekly live training sessions On-the-job mentorship and coaching Market-specific expertise and updates

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Requirements

Essential: Life Insurance License (required) Series 65 or willingness to obtain quickly Clean background and E&O coverage Proven sales record with consultative approach Self-motivated with strong communication skills

Preferred: Experience with 403(b)/457(b) or school markets Comfort with group presentations Desire to work with mission-driven professionals

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Who Thrives in This Role

Perfect For: Advisors seeking purpose-driven work with predictable lead flow Former wirehouse or captive agents wanting freedom + support Career-changers with licenses looking for a proven system Mid-career advisors tired of cold prospecting and bureaucracy Professionals who prefer relationship-building over cold calling

Success Profile: Comfortable presenting to groups of 10-15 people Enjoys helping people solve complex financial challenges Appreciates the mission of serving educators Values long-term client relationships over transactional sales

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About Teacher's Pension

We're a national leader in K12 financial wellness, focused on supporting educators and administrators through retirement and beyond. Our proven model combines unmatched market access with the support and independence that professional advisors need to build sustainable practices.

Our Commitment: We succeed only when our advisors succeed. That's why we provide comprehensive support at no cost and maintain a 98% application success rate - because your growth is our growth.

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Ready to Build a Purposeful, Profitable Practice?

Next Steps:

1. Apply today to learn more about our system

2. Schedule a brief call to discuss your market preferences

3. Discover how we can help you grow in a market that truly needs you

Questions? Contact us to learn more about territories in your area and how our lead generation system can accelerate your practice growth.

"The educator market is underserved but stable - teachers need specialized help with retirement planning, and we provide the access and support to serve them effectively."