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Part Time Financial Planner Jobs in Appleton, WI

Elizabeth Department: Med/Surg Schedule: Part-time 24 hours per week | weekend option days ... Assess and coordinate patient's discharge planning needs with members of the healthcare team. What ...

Security Schedule: Part-time (24 hours/week) / Primarily 2nd Shift Life at Ascension: Where purpose ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

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 ...

Rehabilitation Schedule: Part-time 20 hours | Day shift and weekend rotation How you'll make an ... Orchestrate thoughtful discharge planning, ensuring patients leave our care with a clear roadmap ...

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

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 ...

Behavioral Health Schedule: Part-time 24 hours per week nights | two 12-hour shifts per week 645pm ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

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 ...

Days | Part-time Days, weekend/holiday rotation 1x/month Life at Ascension: Where purpose meets ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

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

Stepdown Intermediate Care Schedule: Part-Time, Days Life at Ascension: Where purpose meets ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

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

Adolescent Psychiatry Schedule: Part-time days 24 hours per week | two 12-hour shifts per week 6 ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

Chaplain

Oshkosh, WI · On-site

$28.55 - $42.85/hr

Frontline Status: Part time Benefits Eligible: Yes Hou rs Per Week: 20 Schedule Details/Additional ... Collaborate with interdisciplinary teams, participate in care planning, education, and ethical ...

Chaplain

Oshkosh, WI

$28.55 - $42.85/hr

Frontline Status: Part time Benefits Eligible: Yes Hou rs Per Week: 20 Schedule Details/Additional ... Collaborate with interdisciplinary teams, participate in care planning, education, and ethical ...

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

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

Showing results 21-40

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 Aug 8, 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 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.
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:
Infographic showing various Part Time Financial Planner job openings in Appleton, WI as of August 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.

Weekend Operations Coordinator

Paper Transport

De Pere, WI • On-site

Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago


Job description

Extended Operations Coordinator

We are looking for customer and employee support during the weekend. Our long weekend shift enables you to work with every system, customer, and first shift personnel to enhance your knowledge of the intricate work process within each division. Drivers rely on experts to help them through situations such as accidents, hours of service questions, breakdowns, all emergency situations and sometimes finding a trailer. This is a critical role to enhance a drivers experience while on the road and ensuring customer expectations are being met. We are looking for a part- time employee working:  

Friday: 1500-2000 (3:00pm-8:00pm) 5 hours  

Saturday: 0600-1800 (6:00am-6:00pm) 11 hours with an hour lunch 

Sunday 0600-1800 ( 6:00am-6:00pm)11 hours with an hour lunch  

Monday 1500-2100 (3:00pm-9:00pm) 6 hours 

33 hours per week with the opportunity for more hours while covering for other shifts.

Apply today!

Essential Functions/Specific Responsibilities of the Weekend Operations Coordinator:  

  • Audit satellite communication system for incoming messages and respond in a timely manner. 
  • Dispatch freight as applicable, develop a working knowledge of our various fleets. 
  • Provide assistance to all drivers after hours with comcheck issues, safety concerns, and Elogs through Platform Science and over the phone. 
  • Monitor driver progress and loads to ensure on time delivery and to be proactive in load saving when necessary. 
  • Help drivers during emergency situations and involve appropriate personal based on the severity of the issue. 
  • Understand the various maintenance facilities we utilize to get the driver back up and running in a break down situation. 
  • Source drivers when someone calls in sick, etc. when needed contact the appropriate first person. 
  • Effective communication via hand offs, emails, and phone calls about issues that arise after hours and on the weekends to the appropriate 1st shift person or team. 
  • Coach drivers on performance issues to include trip planning, service exceptions, company policy, and communicating effectively. 
  • Projects by request by your manager. 

 What skills do you need to bring?

  • Proficient in Microsoft products – Outlook, Excel, Word
  • Transportation background is preferred, but not required
  • Strong attention to detail and follow through
  • Ability to communicate effectively
  • Can manage fast-paced environment

Why PTI?  Take a look at PTI’s advantages and apply today:

  • Excellent company culture
  • Comprehensive benefit package (medical, dental, vision, short-term disability, long-term disability, and life insurance)
  • Employer contributions to your Health Savings Account
  • 401k Retirement Savings with company match
  • Paid Time Off and company paid holidays
  • Drive Your Wellbeing Program (third party nurse partner available at no cost to you for financial, emotional, and physical wellbeing support)
  • Financial Counseling Program
  • Employee Assistance Program
  • Ongoing training and employee development opportunities
  • Education Assistance Program for master’s degree

 A Dedicated Transportation Partner of the Green Bay Packers
At Paper Transport, we’re not just building careers, we’re building community. As a Dedicated Transportation Partner of the Green Bay Packers, we bring the same passion, teamwork, and commitment to excellence on the road as the Packers do on the field. Join a team that’s driving forward with purpose, pride, and winning spirit.


Paper Transport logo

About Paper Transport

Sourced by ZipRecruiter

Paper Transport is a for-hire truckload carrier that offers regional truckload, dedicated truckload, intermodal, and logistic services. Headquartered in De Pere, WI with multiple park locations/terminals throughout the Midwest and Southern United States, Paper Transport has experienced tremendous growth since its start in 1990 and now employs over 950 professional Class A CDL Truck Drivers along with over 200 driver support professionals. What Drives You? is what we’re known for here at Paper Transport. It’s the question we ask every employee and customer. Why? It’s because it’s not just about what you do, but why you do it. Knowing that allows us to sincerely help people get to where they want to be in life. Due to this philosophy, the focus at our transportation company isn’t just about hauling freight from here to there. It isn’t just about completing a task and making money. For us, the focus is people and our mission is to build a great place to work. We recognize that every person’s goals are different – they’re motivated by something truly unique to them. That’s why we work with each member of our team to understand their goals, hopes, and dreams, ensuring the Paper Transport family helps them succeed, be happy, and feel fulfilled.

Industry

Transportation and warehousing

Company size

501 - 1,000 Employees

Headquarters location

Green Bay, WI, US

Year founded

1990