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Part Time Financial Planner Jobs in Wisconsin (NOW HIRING)

Dove Healthcare

Occupational Therapist - OT

Fennimore, WI · On-site

$36 - $47.25/hr

Dove Healthcare - Fennimore | 1850 11th Street, Fennimore, WI 53809 Schedule Details: * part-time, ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Dove Healthcare

Occupational Therapist - OT

Fennimore, WI · On-site

$36 - $47.25/hr

Dove Healthcare - Fennimore | 1850 11th Street, Fennimore, WI 53809 Schedule Details: * part-time, ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

CCFBank

Teller (Part-time)

Lake Hallie, WI · On-site

$17 - $19/hr

This is a fast-paced, interactive position with CCFBank, a successful financial institution with ... Career Planning: Plot your career trajectory. * Colleague Pricing on Secondary Market Mortgage ...

Dove Healthcare

Dishwasher

Osseo, WI · On-site

$12 - $15.50/hr

Required Qualifications: * age 16+ invited to apply Schedule Details: * part-time * includes every ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Dove Healthcare

Dishwasher

Osseo, WI · On-site

$12 - $15.50/hr

Required Qualifications: * age 16+ invited to apply Schedule Details: * part-time * includes every ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Dove Healthcare

Dishwasher

Osseo, WI · On-site

$12 - $15.50/hr

Required Qualifications: * age 16+ invited to apply Schedule Details: * part-time * includes every ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Dove Healthcare

Cook

Lodi, WI · On-site

$18.50 - $22.75/hr

Dove Healthcare - Lodi | 700 Clark St, Lodi, WI 53555 Shift Openings: * part-time position ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Dove Healthcare

Cook

Saint Croix Falls, WI · On-site

$19 - $23.36/hr

... * part-time opening includes one day a week and every other weekend * 6am-2:30pm * every other ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Dove Healthcare

Housekeeper

Chippewa Falls, WI · On-site

$13.50 - $17.50/hr

Required Qualifications: * applicants must be 16+ years of age Shift Schedule: * part-time Health ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Dove Healthcare

Housekeeper

Chippewa Falls, WI · On-site

$13.50 - $17.50/hr

Required Qualifications: * applicants must be 16+ years of age Shift Schedule: * part-time Health ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Dove Healthcare

Cook

Lodi, WI · On-site

$14 - $18.75/hr

Dove Healthcare - Lodi | 700 Clark St, Lodi, WI 53555 Shift Openings: * part-time position ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

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Showing results 21-40

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 Aug 8, 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 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 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 August 2026, with employment types broken down into 100% Part Time. Highlights an 75% In-person, and 25% Remote job distribution, with an average salary of $97,585 per year, or $46.9 per hour.

Fractional CFO for AI SaaS Fundraising & Growth (Remote) (Oregon)

Secure Engage

Oregon, WI • On-site

Part-time

This job post has expired today. Applications are no longer accepted.

Job description

Careers

Fractional CFO

Location

Hybrid or Remote (Secure Engage – Canada/US)

Type

Part-Time / Contract

Key Responsibilities
  • Lead Secure Engage’s fundraising strategy, including preparation of investor materials, pitch support, and financial due diligence
  • Manage the end-to‑to‑fundraising process—from pipeline development to deal structuring and closing
  • Maintain and grow investor relationships, ensuring regular updates, transparency, and strategic alignment
  • Oversee financial planning and analysis, including forecasts, cash runway, burn rate, and scenario modeling
  • Support CEO and executive team in board communications, KPI reporting, and capital allocation
  • Implement scalable financial processes, controls, and SaaS‑focused metrics (e.g., CAC, LTV, ARR, MRR)
  • Advise on grant strategies, cross‑border financial compliance, and risk management
Required Skills & Qualifications
  • 10+ years of experience in senior finance roles, including 3+ years as a CFO or fractional CFO in early‑stage startups
  • Demonstrated success in leading fundraising rounds (pre‑seed through Series A or beyond), including SAFE and equity structures
  • Strong track record of closing deals and building trust‑based investor relationships
  • Deep understanding of SaaS metrics, startup financial strategy, and capital efficiency
  • Comfortable operating in resource‑constrained, fast‑paced environments
  • Proficient in financial tools such as QuickBooks, Excel/Sheets, Carta, and data‑room platforms
  • Familiarity with both Canadian and U.S. regulatory and tax environments is a strong asset
What We Offer
  • Flexible, high‑trust engagement with mission‑driven founders
  • Equity opportunity and a long‑term seat at the leadership table
  • Transparent, collaborative culture open to ideas and experimentation
  • A chance to shape the financial engine of a high‑potential AI compliance platform scaling across North America
  • Optional path to evolve into a full‑time CFO role
Current Openings

Explore exciting career opportunities at SEAL.

Strategic Account Manager – Client Relations

Full‑time

Hybrid or Remote (Secure Engage – Canada/US)

Manage and grow relationships with compliance groups in financial institutions

Drive sales and partnership opportunities

Head of Compliance and Regulatory Affairs

Full‑time

Hybrid or Remote (Secure Engage – Canada/US)

Lead the development and execution of Secure Engage’s compliance strategy across North American and international regulatory frameworks (OSFI B‑10, DORA, OCC, etc.)

Collaborate with product, engineering, and legal teams to ensure platform readiness and defensibility against financial regulatory standards

Head of Sales / Go‑To‑Market (GTM)

Full‑time

Hybrid or Remote (Secure Engage – Canada/US)

Own and execute the overall sales and go‑to‑market strategy for Secure Engage across North America

Build and lead a high‑performance sales team focused on enterprise clients (banks, insurers, law firms, regulators)

Enterprise Account Executive (Canada)

Full‑time

Hybrid or Remote (Secure Engage – Canada)

Own the full sales cycle for enterprise clients across Canada—prospecting, pitching, negotiating, and closing

Build relationships with compliance, legal, procurement, and risk teams within financial institutions and regulated sectors

Customer Success Lead

Full‑time

Hybrid or Remote (Secure Engage – Canada/US)

Lead the post‑sale customer journey—from onboarding to renewal—ensuring enterprise clients receive measurable value from the Secure Engage platform

Build and maintain strong relationships with compliance, legal, and procurement stakeholders at financial institutions and their HRHT third parties

Chief Marketing Officer (CMO)

Full‑time

Hybrid or Remote (Secure Engage – Canada/US)

Own and lead Secure Engage’s global marketing strategy, with a focus on demand generation, brand awareness, and thought leadership in the compliance, legaltech, and cybersecurity space

Build a strong digital and content marketing engine, with clear messaging tailored to CCOs, CISOs, GCs, and regulatory stakeholders in financial institutions and HRHT sectors

Sales Engineer

Full‑time

Hybrid or Remote (Secure Engage – Canada/US)

  • Act as the technical bridge between Sales, Product, and prospective clients—translating complex platform capabilities into clear, compelling value propositions
  • Support the sales team during discovery, demos, and technical evaluations with banks, insurers, and law firms
AI Engineer – Forward Deployed (Senior & Junior Roles Available)

Full‑time

Hybrid or Remote (Secure Engage – Canada/US)

Secure Engage is building a category‑defining AI platform for cybersecurity and compliance. We’re looking for two AI Engineers (1 Senior, 1 Junior) to join our forward‑deployed engineering team—working directly with customers, product, and internal stakeholders to bring powerful AI workflows to life.

Full Stack Software Developer (Ruby on Rails, React, Python)

Full‑time

Hybrid or Remote (Secure Engage – Canada/US)

Secure Engage is redefining how organizations manage cyber and regulatory risk using AI. We’re looking for a Full Stack Software Developer to help us build and scale our platform—from back‑end infrastructure to front‑end user experiences.

Accountant (Part‑Time)

Part‑Time (10–20 hours/week)

Hybrid or Remote (Secure Engage – Canada/US)

Secure Engage is a fast‑growing SaaS company focused on AI‑powered cybersecurity and compliance. We’re looking for a detail‑oriented, proactive Accountant to manage day‑to‑day financial operations, assist with month‑end reporting, and ensure our books are accurate and audit‑ready.

Chief Operating Officer (COO)

Full‑time

Hybrid or Remote (Secure Engage – Canada/US)

Secure Engage is a fast‑growing, AI‑powered platform transforming how organizations manage cybersecurity and compliance across high‑risk, high‑trust (HRHT) relationships. As we scale, we’re looking for a strategic and execution‑focused COO to lead day‑to‑day operations and help drive growth across product, customer success, and revenue teams.

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