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Part Time Financial Planner Jobs in Appleton, WI

Ascension

Switchboard Operator

Appleton, WI · On-site

$18.31/hr

Telecommunications Schedule: Part-Time | Evening Shift Life at Ascension: Where purpose meets ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

Lawrence University

Administrative Assistant II

Appleton, WI · On-site

$17.50 - $23.75/hr

... the part-time Administrative Assistant I position. Job Responsibilities * Photocopy and/or scan ... Provide administrative support for the Summer Research Coordinator for all events planned for ...

Ascension

Registered Nurse Oncology

Appleton, WI · On-site

Oncology Infusion Schedule: Part-time days 32 hours per week | between 7:30am and 5:00pm with two ... Assess and coordinate patient's discharge planning needs with members of the healthcare team. What ...

Ascension

Registered Nurse

Appleton, WI

Elizabeth Department: Med/Surg Schedule: Part-time nights | two 12-hour shifts per week 645pm ... Assess and coordinate patient's discharge planning needs with members of the healthcare team. What ...

Ascension

Registered Nurse

Chilton, WI · On-site

Cardiac and Pulmonary Rehab Schedule: Part-time days | 32 hours per week | Monday-Thursday 0530 ... Assess and coordinate patient's discharge planning needs with members of the healthcare team. What ...

Ascension

Security Officer

Appleton, WI · On-site

$22/hr

Security Schedule: Part-time / 3rd Shift Life at Ascension: Where purpose meets opportunity ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

Ascension

Registered Nurse Med Surg

Chilton, WI · On-site

$37.86/hr

Calumet Hospital Department: Med Surg Swing Schedule: Part-Time, Night Shift Life at Ascension ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

Ascension

Hospital Unit Clerk

Appleton, WI · On-site

$19/hr

Behavioral Health Schedule: Part-time days 24 hours per week | two 12-hour shifts per week 0645 ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

Ascension

Registered Nurse Acute Rehab

Oshkosh, WI · On-site

$37.86/hr

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

Ascension

Telemetry Technician

Oshkosh, WI · On-site

$18.31/hr

Telemetry Monitoring Unit Schedule: Part-Time, Nights Life at Ascension: Where purpose meets ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

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Showing results 21-40

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 Sep 10, 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 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.

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.

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.

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.

Is there a demand for part time financial planners?

Part time financial planners are in demand as many clients seek flexible scheduling and personalized financial advice. The role often requires certifications like the CFP and proficiency with financial planning tools, making it suitable for professionals seeking part-time work in the finance industry.
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:

What are popular job titles related to Part Time Financial Planner jobs in Appleton, WI?

For Part Time Financial Planner jobs in Appleton, WI, the most frequently searched job titles are:

What job categories do people searching Part Time Financial Planner jobs in Appleton, WI look for?

The top searched job categories for Part Time Financial Planner jobs in Appleton, WI are:

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 September 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.

Office Operations Assistant Internal Medicine

Appleton, WI • On-site

Ascension
Health Care and Social Assistance • 10K+ employees
Learn more about Ascensionexternal

$18.31/hr

Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago

Ascension Healthcare rating

7.0

Company rating: 7.0 out of 10

Based on 1,048 frontline employees who took The Breakroom Quiz

420th of 898 rated healthcare providers

Job description

Your future role at a glance 

Location: Appleton, WI

Facility: Ascension Madison Street Clinic

Department: Internal Medicine

Schedule: Days | Part-time

#nextgenhealthcare


Life at Ascension: Where purpose meets opportunity

Ascension is a leading nonprofit Catholic health system with a culture and associate experience grounded in service, growth, care and connection. We empower our 97,000+ associates to bring their skills and expertise every day to reimagining healthcare, together. Recognized as one of the Best 150+ Places to Work in Healthcare and a Military-Friendly Gold Employer, you’ll find an inclusive and supportive environment where your contributions truly matter.


Benefits that help you thrive
  • Comprehensive health coverage: medical, dental, vision, prescription coverage and HSA/FSA options
  • Financial security & retirement: employer-matched 403(b), planning and hardship resources, disability and life insurance
  • Time to recharge: paid time off (PTO) and holidays
  • Career growth: Ascension-paid tuition (Vocare), reimbursement, ongoing professional development and online learning
  • Emotional well-being: Employee Assistance Program, counseling and peer support, spiritual care and stress management resources
  • Family support: parental leave, adoption assistance and family benefits
  • Other benefits: optional legal and pet insurance, transportation savings and more


How you’ll make an impact in this role
  • Manage the full patient lifecycle by greeting visitors, handling check-in/out, and scheduling or confirming appointments.
  • Secure necessary documentation, verify patient demographics, and obtain insurance authorizations or precertifications.
  • Collect co-pays, deductibles, and previous balances and reconcile reports and deposits to ensure financial accuracy.
  • Answer telephones, screen calls, take messages, and provide essential clerical support.

What minimum requirements you’ll need

Education:

  • High School diploma equivalency OR 1 year of applicable cumulative job specific experience required.
    • Note: Required professional licensure/certification can be used in lieu of education or experience, if applicable.

Equal employment opportunity employer

Ascension provides Equal Employment Opportunities (EEO) to all associates and applicants for employment without regard to race, color, religion, sex/gender, sexual orientation, gender identity or expression, pregnancy, childbirth, and related medical conditions, lactation, breastfeeding, national origin, citizenship, age, disability, genetic information, veteran status, marital status, all as defined by applicable law, and any other legally protected status or characteristic in accordance with applicable federal, state and local laws. For further information, view the EEO Know Your Rights (English) poster or EEO Know Your Rights (Spanish) poster.

Fraud prevention notice

Prospective applicants should be vigilant against fraudulent job offers and interview requests. Scammers may use sophisticated tactics to impersonate Ascension employees. To ensure your safety, please remember: Ascension will never ask for payment or to provide banking or financial information as part of the job application or hiring process. Our legitimate email communications will always come from an @ascension.org email address; do not trust other domains, and an official offer will only be extended to candidates who have completed a job application through our authorized applicant tracking system.

E-Verify statement

Employer does not participate in E-Verify and therefore cannot employ STEM OPT candidates.

What Ascension Healthcare employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Ascension logo

About Ascension

Sourced by ZipRecruiter

Ascension is a leading non-profit, faith-based national health system made up of over 150,000 associates and 2,600 sites of care, including more than 140 hospitals and 40 senior living communities in 19 states.

Industry

Health care and social assistance and outpatient health care

Company size

10,000+ Employees

Headquarters location

St. Louis, MO, US

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