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Part Time Financial Planner Jobs in Appleton, WI

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 ...

LeafHome

Event Marketer - Tundraland

Kaukauna, WI

$18/hr

... as part-time Event Marketers, Brand Ambassadors and Canvassing at retail locations, trade shows ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

LeafHome

Event Marketer

Omro, WI · On-site

$18/hr

... part-time Event Marketer at trade shows, fairs, festivals, and events throughout the area. Job ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

LeafHome

Event Marketer

De Pere, WI · On-site

$18/hr

... part-time Event Marketer at trade shows, fairs, festivals, and events throughout the area. Job ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

LeafHome

Event Marketer

Omro, WI · On-site

$18/hr

... part-time Event Marketer at trade shows, fairs, festivals, and events throughout the area. Job ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

LeafHome

Event Marketer

Hobart, WI · On-site

$18/hr

... part-time Event Marketer at trade shows, fairs, festivals, and events throughout the area. Job ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

Nwtc

Part-Time Resource Navigator

Green Bay, WI

$26.21 - $28.24/hr

... personal, financial, and other barriers impacting persistence and credential completion. Assess ... Contribute to the development of retention planning by considering relevant data and providing ...

Ascension

Registered Nurse

Appleton, WI

$37.86/hr

Surgical Procedure Area | SPA Schedule: Part-time 0.8 FTE days | varied start time between 5:30am ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

Ascension

Registered Nurse

Appleton, WI

$37.86/hr

Fremont 3 - Med/Surg Schedule: Part-time 0.6 FTE weekend option days | Saturdays & Sundays 645am ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

Ascension

RN-Registered Nurse

Oshkosh, WI

$37.86/hr

Adult Psychiatry Schedule: Part-Time, Weekends only Life at Ascension: Where purpose meets ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

Ascension

Registered Nurse

Appleton, WI

$37.86/hr

Elizabeth Department: Fremont 3 - Med/Surg Schedule: Part-time 0.6 FTE weekend option days ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

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All JobsFinancial Planner JobsPart Time Financial Planner JobsPart Time Financial Planner Jobs in Appleton, WI

Part Time Financial Planner information

See Appleton, WI salary details

$49.3K

$94.3K

$136.1K

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

As of Jul 13, 2026, the average yearly pay for part time financial planner in Appleton, WI is $94,334.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,200.00 and $99,500.00 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 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 Appleton, WI? The most popular types of Financial Planner jobs in Appleton, WI are:
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What cities near Appleton, WI are hiring for Part Time Financial Planner jobs? Cities near Appleton, WI 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 Appleton, WI as of July 2026, with employment types broken down into 94% Part Time, and 6% Contract. Highlights an 88% In-person, and 12% Remote job distribution, with an average salary of $94,334 per year, or $45.4 per hour.