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Part Time Financial Planner Jobs in Wisconsin (NOW HIRING)

Dove Healthcare

Resident Assistant

Osseo, WI

$14 - $17/hr

... * part-time PM: 2pm-10pm * part-time AM: 6am-2pm (every other weekend) * includes a holiday ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Dove Healthcare

Resident Assistant

Osseo, WI · On-site

$14 - $17/hr

... * part-time PM: 2pm-10pm * part-time AM: 6am-2pm (every other weekend) * includes a holiday ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Metro Market

PHARMACY/PART-TIME PHARMACIST

Oconomowoc, WI

$58.25 - $70/hr

Emotional and financial support with free counseling through our Employee Assistance Program and ... Excellent Planning and Organizational skills * High attention to detail and accuracy is a must

CCFBank

Teller (Part-time)

Lake Hallie, WI

$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

RN/LPN - NOC Shift

Fennimore, WI · On-site

... * part-time * 6:00 PM - 6:00 AM Health and Wellness Benefits * choose your own health insurance ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Dove Healthcare

RN/LPN - NOC Shift

Fennimore, WI

... * part-time * 6:00 PM - 6:00 AM Health and Wellness Benefits * choose your own health insurance ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Pick 'n Save

PHARMACY/PART-TIME PHARMACIST

Stevens Point, WI · On-site

$56.50 - $68/hr

Emotional and financial support with free counseling through our Employee Assistance Program and ... Excellent Planning and Organizational skills * High attention to detail and accuracy is a must

Pick 'n Save

PHARMACY/PART-TIME PHARMACIST

Oak Creek, WI

$55.50 - $66.75/hr

Emotional and financial support with free counseling through our Employee Assistance Program and ... Excellent Planning and Organizational skills * High attention to detail and accuracy is a must

Dove Healthcare

Resident Assistant

Barron, WI

$14.75 - $18/hr

... * part-time openings on NOC, PM and AM shifts * includes every other weekend and every other ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Dove Healthcare

Resident Assistant

Barron, WI · On-site

$14.75 - $18/hr

... * part-time openings on NOC, PM and AM shifts * includes every other weekend and every other ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Dove Healthcare

Resident Assistant

Barron, WI · On-site

$14.50 - $19.06/hr

... * part-time openings on NOC, PM and AM shifts * includes every other weekend and every other ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

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Showing results 41-60

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.

Resident Assistant

Dove Healthcare

Osseo, WI

$14 - $17/hr

Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Dove Healthcare rating

6.1

Company rating: 6.1 out of 10

Based on 23 frontline employees who took The Breakroom Quiz

120th of 239 rated social care providers

Job description

Dove Healthcare - Osseo Assisted Living | 51017 Ridge View Rd Osseo, WI 54758

Shift Openings:

  • part-time PM: 2pm-10pm 
  • part-time AM: 6am-2pm (every other weekend) 
  • includes a holiday rotation

Whether you are new to caregiving or experienced and ready to make a positive change, our team looks forward to meeting you!

If you're looking for a caregiving position that supports spending quality time with the residents, working with a team that supports each other, and feeling valued as a person and all you have done after a busy day at work, look no further than Dove Healthcare.

As a resident assistant (caregiver) in our assisted living residence, you will:

  • assist residents with personal cares, meals, activities, housekeeping, and general supervision
  • provide a safe, comfortable, and home-like environment
  • make a difference in people's lives

Certified nursing assistants (CNA) and non-licensed caregivers are encouraged to apply as well. CNAs are paid at a CNA wage.

Required Qualifications:

  • those 16+ are invited to apply
  • desire to help those in need of assistance
  • ability to work every other weekend and holiday

Health and Wellness Benefits

  • choose your own health insurance - our benefit design offers the flexibility to choose the plan that works best for you and your family!
  • company paid life and AD&D insurance
  • dental and vision Insurance
  • wellness incentives, including onsite gyms, health club reimbursement, weight loss program reimbursement
  • supplemental benefits, including short-term disability, life insurance, critical illness, accident coverage, hospital indemnity, cancer
  • paid time off (PTO)
  • floating holiday
  • employee assistance program (EAP)

Financial Benefits

  • early wage access through DailyPay
  • childcare assistance - up to 20%
  • 401k, with company match
  • financial planning resources
  • referral bonus - up to $700 per referral

Career Development

  • tuition reimbursement / scholarship opportunities
  • continuing education
  • career mapping

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or Veteran status.

About Dove Healthcare

Dove Healthcare consists of 11 skilled nursing and rehabilitation centers, six assisted living residences, and three independent living complexes in Barron, Bloomer, Chippewa Falls, Eau Claire, Fennimore, Lodi, Osseo, Rice Lake, Spooner, St. Croix Falls, and Superior.

Our core services include inpatient and outpatient rehabilitation, post-hospital care, ventilator care, skilled nursing, long-term and end-of-life care, as well as senior independent living, assisted living, and memory care.

As an innovative healthcare provider and community partner, we provide compassionate care and service to meet the needs of those who depend on us. We commit to excellence through adherence to high standards, disciplined leadership, and mutual respect for all.

For more information, visit dovehealthcare.com.

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