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Part Time Financial Planner Jobs in Washington (NOW HIRING)

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

Part Time Financial Planner information

See Washington salary details

$57.2K

$109.5K

$158K

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

As of Aug 9, 2026, the average yearly pay for part time financial planner in Washington is $109,501.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,100.00 and $115,500.00 per year, depending on experience, location, and employer.

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.

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.

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.

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.
More about Part Time Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Washington? The most popular types of Financial Planner jobs in Washington are:
What are popular job titles related to Part Time Financial Planner jobs in Washington? For Part Time Financial Planner jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Part Time Financial Planner jobs in Washington look for? The top searched job categories for Part Time Financial Planner jobs in Washington are:
What cities in Washington are hiring for Part Time Financial Planner jobs? Cities in Washington 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 Washington as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $109,501 per year, or $52.6 per hour.

Financial Strategist

All Financial Freedom

Bethesda, MD • On-site, Remote

$60K - $75K/yr

Part-time

Re-posted 22 days ago

Job description

About the Role

We're expanding our financial education team and looking for motivated individuals who want to make a real impact helping families protect their income, plan for the future, and build financial confidence.

This role is ideal for career pivoters, parents returning to the workforce, or professionals who want flexible income while doing meaningful work. Training and mentorship are provided.

What You'll Do

Educate individuals and families on financial protection and planning solutions

Help clients understand options such as retirement strategies, life insurance, and debt solutions

Conduct virtual consultations

Build long-term client relationships based on trust and education

Participate in ongoing training and professional development

Mentor and support new team members as you advance

What We're Looking For

Strong communication skills and emotional intelligence

Coachable, self-motivated, and professional

Desire to help others and make a positive impact

Willingness to obtain a state insurance license (we guide you through the process)

Comfortable working remotely and managing your own schedule

What We Offer

Flexible, remote work environment

Comprehensive training and mentorship

Advancement opportunities based on performance, not tenure

Supportive team culture, no high-pressure sales tactics

Opportunity to build long-term income and leadership skills

Who This Is For

Career pivoters

Parents seeking flexibility

Professionals burned out by traditional sales roles

Individuals passionate about education and impact

Employment Type: PART_TIME

Apply