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Part Time Financial Planner Jobs in Vermont (NOW HIRING)

Showing results 41-43

Part Time Financial Planner information

See Vermont salary details

$53.7K

$102.8K

$148.3K

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

As of Sep 3, 2026, the average yearly pay for part time financial planner in Vermont is $102,796.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,800.00 and $108,500.00 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.

What are the most commonly searched types of Financial Planner jobs in Vermont?

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

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

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

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

Cities in Vermont with the most Part Time Financial Planner job openings:

Infographic showing various Part Time Financial Planner job openings in Vermont 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 $102,796 per year, or $49.4 per hour.

Lead Non-Clinical Case Manager

Terrestris Global Solutions

Colchester, VT • On-site

Full-time, Part-time

Medical, Retirement, PTO

Re-posted 7 days ago


Key responsibilities

  • Oversee non-clinical case management operations, including coordination, quality assurance, and compliance with medical readiness requirements.

  • Support and coordinate support for health assessments, readiness processing, and documentation preparation.

  • Review and validate case reports, monitor compliance with regulations, and lead case review meetings with stakeholders.


Job description

Are you looking for a Challenge? Looking for an innovative organization and the opportunity to learn and grow professionally? We can help! We are seeking a Lead Non-Clinical Case Manager to provide Non-Clinical Case Management Services for the Vermont Army National Guard (VTARNG) State Medical Detachment, Green Mountain Armory, at Camp Johnson in Colchester, VT.

I've never heard of Terrestris. What do you do?

At Terrestris, we leverage technology to create better mission outcomes through better human performance. We form strong client and team relationships through transparency and strive to create an environment where our team can let their excellence shine through. By finding, developing, and incorporating new ideas, we provide memorable services. Rooted in the USMC values of honor, courage, and commitment, Terrestris seeks to deliver extraordinary value to the American people by helping the Government become more efficient and effective.

So, what will the Lead Non-Clinical Case Manager Terrestris do?

As the Lead Non-Clinical Case Manager, you will serve as a key personnel member for the VTARNG Non-Clinical Case Management contract, overseeing a team of Registered Nurses and Medical Records Technician, ensuring coordination, and quality assurance for non-clinical case management operations, ensuring compliance, reporting accuracy, and effective execution of VTARNG medical readiness requirements. This position is contingent upon contract award.

What does a typical day look like for the Lead Non-Clinical Case Manager?

You will:

  • Oversee support to Periodic Health Assessments and Soldier Readiness Processing events by coordinating staffing, priorities, and coverage across the team.
  • Ensure timely establishment and maintenance of electronic case management profiles by monitoring compliance with required timelines.
  • Review and validate monthly case status reports prior to submission to ensure accuracy and completeness.
  • Enforce compliance with Individual Medical Readiness and deployment regulations and ensure proper implementation of medical release procedures.
  • Maintain program-wide adherence to Health Insurance Portability and Accountability Act standards and data protection requirements.
  • Monitor medical and administrative charting quality, ensuring completeness and timeliness across all required systems.
  • Oversee preparation and readiness of Medical Evaluation Board and Physical Evaluation Board documentation and ensure file completeness.
  • Coordinate with Government personnel to track compliance and resolve discrepancies in case management activities.
  • Standardize communication practices to ensure consistent and accurate information delivery to Soldiers.
  • Validate profile management reporting outputs and ensure submission within required timelines.
  • Ensure timely logging and forwarding of medical documents in accordance with required processing standards.
  • Lead monthly case reviews with the Deputy State Surgeon and stakeholders, ensuring accurate case presentation and follow-up actions.
  • Coordinates non-clinical case management by supporting readiness events, maintaining case records, managing documentation systems, preparing board packages, communicating with Soldiers and stakeholders, and tracking medical readiness.

What qualifications do you look for?

You might be the professional we're looking for if you have:

  • Authorization to work in the United States permanently without sponsorship.
  • Shall be a Registered Nurse (RN), with an active state license in good standing in the state of Vermont.

We are extra impressed by folks with:

  • Five years of experience as a Registered Nurse, performing non-clinical case management for the VTARNG or a similar entity.
  • Two years of experience overseeing teams, including team coverage coordination, case status reviews, and leading meetings with client representatives (Deputy State Surgeon or similar).
  • Practical case management experience complying with:
    • Army Medical Readiness Regulations (AR 40-501 Standards of Medical Fitness; AR 40-502 Medical Readiness; AR 40-66 Medical Record Administration and Healthcare Documentation; AR 40-35 Health Hazard Assessment Program).
    • DOD Medical Readiness Systems and Policies (MEDPROS, MEDCHART, eCase, AHLTA / MHS GENESIS).
    • Privacy & Information Protection Laws (HIPAA).
    • Medical Evaluation Board (MEB) / Physical Evaluation Board (PEB) processes.
  • Prior experience as key personnel in a government contract; familiarity with contract planning (Project Management Plan), quality assurance (Quality Assurance Surveillance Plan), and reporting routines.

What kind of benefits does Terrestris Offer?

We offer outstanding benefits including health, financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, and work-life programs. Our award programs acknowledge employees for exceptional performance and superior demonstration of our service standards. Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible to participate in our benefit programs. Other offerings may be provided for employees not within this category.

Terrestris is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status. Applicants must be authorized to work in the U.S.

DILBERT 2018 Scott Adams. Used By permission of ANDREWS MCMEEL SYNDICATION. All rights reserved.