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Part Time Financial Planner Jobs in Appleton, WI

Sleep Diagnostic Lab Schedule: Part-time 24/hours per week nights | two 12-hour shifts per week 7PM ... inform treatment planning. * Maintain and calibrate all diagnostic equipment, proactively ...

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

Schedule: Part-time (24 hours per week), working 3 days per week from 8:30 a.m. - 5:00 p.m ... Assisting families with funeral planning upon request. * Participating in IDT meetings, plan-of ...

Schedule: Part-time (24 hours per week), working 3 days per week from 8:30 a.m. - 5:00 p.m ... Assisting families with funeral planning upon request. * Participating in IDT meetings, plan-of ...

Days | Part-time #nextgenhealthcare How you'll make an impact in this role * Deliver precise, high ... treatment planning. * Manage all ultrasound equipment, ensuring proper setup, calibration, and ...

GI Schedule: Part-time days 20 hours per week | variable Monday, Tuesday, Thursday, Friday 8 hour ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

GI Schedule: Part-time days 20 hours per week | variable Monday, Tuesday, Thursday, Friday 8 hour ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

Registered Nurse

Appleton, WI · On-site

$43.14/hr

GI Schedule: Part-time days 32 hours/week | Monday, Tuesday, Thursday, Friday 8 hour days between 5 ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

Registered Nurse

Appleton, WI · On-site

$43.14/hr

GI Schedule: Part-time days 24 hours per week | variable Monday, Tuesday, Thursday, Friday 8 hour ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

GI Schedule: Part-time days 20 hours per week | variable Monday, Tuesday, Thursday, Friday 8 hour ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

Weekends 24 hours | Part-time 7:00 am to 7:00 pm #nextgenhealthcare Life at Ascension: Where ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

Registered Nurse

Appleton, WI · On-site

$43.14/hr

GI Schedule: Part-time days 24 hours per week | variable Monday, Tuesday, Thursday, Friday 8 hour ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

Registered Nurse

Appleton, WI · On-site

$43.14/hr

GI Schedule: Part-time days 20 hours per week | variable Monday, Tuesday, Thursday, Friday 8 hour ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

GI Schedule: Part-time days 32 hours/week | Monday, Tuesday, Thursday, Friday 8 hour days between 5 ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

Showing results 41-58

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.

Registered Nurse Emergency Department

Ascension

Chilton, WI • On-site

Part-time

Medical, PTO

Re-posted 11 days ago


Ascension Healthcare rating

7.0

Company rating: 7.0 out of 10

Based on 1,038 frontline employees who took The Breakroom Quiz

416th of 887 rated healthcare providers


Job description

Your future role at a glance
  • Location: Chilton, WI
  • Facility: Calumet Hospital 
  • Department: Emergency Dept
  • Schedule: Part-time | Nights

NextGenHealthcare

How you'll make an impact in this role
  • Lead the delivery of compassionate, evidence-based nursing care by aligning your practice with our high standards of excellence to ensure every patient receives safe and effective treatment.

  • Drive the execution of personalized care plans by continuously monitoring progress and adapting interventions to meet the evolving clinical needs of your patients.

  • Coordinate the multidisciplinary care team as the primary advocate for the patient, ensuring seamless communication across specialties for a unified approach to healing.

  • Orchestrate the transition of care by proactively managing discharge planning and family education to ensure patients are set up for success and recovery long after they leave our facility.

  • Maintain the integrity of the patient story through precise clinical documentation, ensuring that every record reflects a high-quality journey and supports informed medical decision-making.

What minimum qualifications you'll need

Licensure / Certification / Registration:

  • Advanced Life Support obtained within 6 Months (180 days) of hire date or job transfer date required. American Heart Association or American Red Cross accepted.
  • BLS Provider obtained within 1 Month (30 days) of hire date or job transfer date required. American Heart Association or American Red Cross accepted.
  • Registered Nurse credentialed from the Wisconsin Board of Nursing obtained prior to hire date or job transfer date required. Licensure from the Wisconsin Board of Nursing OR current home state license if considered multi-state/Compact State.
  • Pediatric Advanced Life Support preferred. American Heart Association or American Red Cross accepted.

Education:

  • Diploma from an accredited school/college of nursing OR Required professional licensure at time of hire required.
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.

Equal employment opportunity employer

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.

Benefits

Paid time off (PTO)Various health insurance options & wellness plansRetirement benefits including employer match plansLong-term & short-term disabilityEmployee assistance programs (EAP)Parental leave & adoption assistanceTuition reimbursementWays to give back to your community

Benefit options and eligibility vary by position. Compensation varies based on factors including, but not limited to, experience, skills, education, performance, location and salary range at the time of the offer.

Employment Type: PART_TIME

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