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Part Time Financial Planner Jobs in Wisconsin (NOW HIRING)

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

... Part-Time Work Authorization: Open Work Model: Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning ...

UniFiX and Twin Pillars

Finance Graduate Intern

Neenah, WI

$18 - $23.50/hr

Neenah, WI Schedule: Part-Time (Flexible Hours) Duration: Semester and/or Summer Internship About ... financial analysis, reporting, and planning initiatives across the organization. This role is ...

Harley-Davidson

Lead Financial Systems

Milwaukee, WI · On-site

$104K - $161K/yr

Harley-Davidson Motor Company Full or Part-Time: Full Time Shift: SHIFT1 In 1903, out of a small ... One full life cycle ERP implementation Preferred * Prior experience as a Product Owner or ...

Harley-Davidson

Lead Financial Systems

Milwaukee, WI · On-site

$104K - $161K/yr

Harley-Davidson Motor Company Full or Part-Time: Full Time Shift: SHIFT1 In 1903, out of a small ... One full life cycle ERP implementation Preferred * Prior experience as a Product Owner or ...

Harley-Davidson

Sr Finance Analyst

Milwaukee, WI · On-site

$84K - $104K/yr

Harley-Davidson Motor Company Full or Part-Time: Full Time Shift: SHIFT1 In 1903, out of a small ... * Assist financial planning with forecasting, budgeting, and variance analysis. * Serve as a ...

Harley-Davidson

Sr Finance Analyst

Milwaukee, WI · On-site

$84K - $104K/yr

Harley-Davidson Motor Company Full or Part-Time: Full Time Shift: SHIFT1 In 1903, out of a small ... * Assist financial planning with forecasting, budgeting, and variance analysis. * Serve as a ...

Green County, WI

Health Planner-Public Health

Monroe, WI · On-site

$66K - $75K/yr

N3152 State Highway 81, Monroe, WI Job Type: Part-Time Job Number: 2021-00427 Department: Public ... Management and Finance: ? Monitor and track all department staff preparedness training needs ...

Green County

Health Planner-Public Health

Monroe, WI

$31.88 - $36.08/hr

Description/Summary The part-time, 16 hour/week Health Planner is a grant funded position ... Management and Finance: . Monitor and track all department staff preparedness training needs ...

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

Part Time Financial Planner information

See Wisconsin salary details

$51K

$97.6K

$140.8K

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

As of Jul 27, 2026, the average yearly pay for part time financial planner in Wisconsin is $97,585.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,700.00 and $103,000.00 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 are part-time financial planners?

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 Wisconsin? The most popular types of Financial Planner jobs in Wisconsin are:
What are popular job titles related to Part Time Financial Planner jobs in Wisconsin? For Part Time Financial Planner jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Part Time Financial Planner jobs in Wisconsin look for? The top searched job categories for Part Time Financial Planner jobs in Wisconsin are:
What cities in Wisconsin are hiring for Part Time Financial Planner jobs? Cities in Wisconsin 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 Wisconsin as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $97,585 per year, or $46.9 per hour.

Financial Education Specialist - Wisconsin

All Financial Freedom

Madison, WI • Remote

$30K - $50K/yr

Part-time

Posted 13 days ago

Job description

This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts.

In this position, you will guide individuals through foundational financial concepts in a clear and structured manner. The role emphasizes education, professionalism, and ethical client engagement.

Position Overview

This position centers on financial education delivery and client understanding. The role supports individuals and families by explaining foundational financial concepts and supporting long-term planning initiatives in a professional and ethical manner.

Key Responsibilities

  • Conduct virtual financial education sessions
  • Communicate financial concepts clearly and accurately
  • Support individuals through structured learning frameworks
  • Maintain documentation and compliance standards
  • Participate in ongoing education and training

Required Qualifications

  • Strong verbal and written communication skills
  • Professional demeanor and attention to detail
  • Comfort working remotely and independently
  • Licensing eligibility

Compensation & Benefits

  • Performance-based compensation
  • Remote, flexible work environment
  • Training and licensing support

Career Path

Growth into education leadership, training, or management roles.

Employment Type: PART_TIME

Apply