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Part Time Financial Planner Jobs in Boston, MA (NOW HIRING)

... financial planning that ensures your Personal Training career is as unlimited as your passion ... PART-TIME ROLE EXPECTATIONS: * Maintain 10+ hours of weekly availability, with shifts scheduled ...

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Part Time Financial Planner information

See Boston, MA salary details

$54.9K

$105K

$151.6K

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

As of Sep 3, 2026, the average yearly pay for part time financial planner in Boston, MA is $105,034.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,600.00 and $110,800.00 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.

What are the most commonly searched types of Financial Planner jobs in Boston, MA?

The most popular types of Financial Planner jobs in Boston, MA are:

What are popular job titles related to Part Time Financial Planner jobs in Boston, MA?

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

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

The top searched job categories for Part Time Financial Planner jobs in Boston, MA are:

What cities near Boston, MA are hiring for Part Time Financial Planner jobs?

Cities near Boston, MA with the most Part Time Financial Planner job openings:

Infographic showing various Part Time Financial Planner job openings in Boston, MA as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $105,034 per year, or $50.5 per hour.

Part-Time Flex Coach, Boston

Equinox

Boston, MA • On-site

Part-time

Re-posted 6 days ago


Equinox rating

7.4

Company rating: 7.4 out of 10

Based on 48 frontline employees who took The Breakroom Quiz

11th of 63 rated gym and leisure clubs


Job description

Company Description

OUR STORY

Equinox Group is a high growth collective of the world's most influential, experiential, and differentiated lifestyle brands. We restlessly seek what is next for maximizing life - and boldly grow the lifestyle brands and experiences that define it. In addition to Equinox, our other brands, Blink, Pure Yoga, SoulCycle, Equinox Hotels and Equinox Media are all recognized for inspiring and motivating members and employees to maximize life. Our portfolio of brands is recognized globally with locations within every major city across the United States in addition to London, Toronto, and Vancouver.

OUR CODE

We are passionate about high performance living and we practice what we preach – investing time in our own health and fitness. We believe that everyone has untapped potential within them, and it takes a disruptive approach to unleash it. We dream big and don’t settle for the status quo. We sweat the details. We never accept less than 110% to help each other deliver the Equinox experience and enable our members to get great results. We are obsessed with what’s new, what’s now, what’s next. Never following, always leading, living ahead of the moment in fashion, culture and consumer behavior. We aren’t just a company; we’re a community vested in each other’s success. We value humility and a team approach at every level of the company.

If you are a high performing individual who is passionate about winning and inspiring others, then we are excited to discuss career opportunities with you.

Job Description

JOB OVERVIEW

As an Equinox personal trainer your career becomes an empowered lifestyle founded on maximizing both your personal and client performance. Under the guidance of the club management team, you will develop and refine an approach to programming, education, business, and financial planning that ensures your Personal Training career is as unlimited as your passion. Secure a stronger future and help us redefine the science of fitness and the art of living. As a Flex Part-Time Personal Trainer, you will deliver personalized, expert-led, performance-driven coaching experiences while building and growing a thriving client base within a structured, part-time schedule.

PART-TIME ROLE EXPECTATIONS:

  • Maintain 10+ hours of weekly availability, with shifts scheduled based on club demand. Availability may be needed during mornings (5:00–10:00 AM), evenings (5:00–10:00 PM), and weekends. Assigned shifts will likely include some combination of these time periods based on business needs, though schedules will vary and not all listed times will be required each week.
  • Work assigned shifts to support member engagement, client acquisition, and business needs, including, but not limited to, client session delivery, Fitness Specialist floor coverage, participation in club special events, and attendance at necessary EFTI education and training programs as part of ongoing professional development and club support.
  • Expected to ramp to approximately 40 sessions per month
  • Maintain consistent, reliable scheduling aligned with business needs
  • Actively engage members on the fitness floor to drive client acquisition via scheduled Fitness Specialist Shifts

PRIMARY RESPONSIBILITIES:

Client Growth & Management:

  • Build and maintain strong, trust-based client relationships that drive long-term retention
  • Deliver personalized coaching experiences informed by Equifit and the EQX OS methodology, creating programs tailored to each client's individual needs, wants, and goals
  • Manage and maintain an accurate schedule, inclusive of client appointments, meetings, and open availability within our internal scheduling systems
  • Grow your client base through exceptional coaching, relationship building, and proactive member engagement
  • Build a strong understanding of the Equinox ecosystem, confidently connecting clients with services that support their goals Professional Development & Compliance:
  • Consistently demonstrate behaviors aligned with the Equinox mission and values, creating the possibility for members and colleagues to maximize their potential through collaboration, accountability, and excellence • Deliver a high standard of coaching and service
  • Take ownership of personal business development • Maintain availability needed by club at point of hire

Professional Development & Compliance:

  • Consistently demonstrate behaviors aligned with the Equinox mission and values, creating the possibility for members and colleagues to maximize their potential through collaboration, accountability, and excellence
  •  Deliver a high standard of coaching and service
  • Take ownership of personal business development
  • Maintain availability needed by club at point of hire
Qualifications

QUALIFICATIONS

  • Current Personal Training certification
  • Current CPR/AED certification
  • Strong communication and organizational skills
  • Ability to work a consistent part-time schedule
  • Strong verbal and written communication skills
  • Effective time management and organizational skills

PAY TRANSPARENCY

  •  This position includes a base hourly rate of $15.00 per hour for all hours worked, plus incremental session premium pay of $40 - $50 per session for each client session delivered. Base and session premium rates are tiered based on coaching level. Total compensation will vary based on hours worked and number of sessions delivered.

CAREER PATH:

  • Launch your coaching career as a Flex Part-Time Personal Trainer with a flexible, part-time schedule and a clear, and if desired a supported path to full-time status as your impact and client relationships grow.

Additional Information

AS A MEMBER OF THE EQUINOX TEAM YOU WILL RECEIVE:

  • We offer competitive salary, benefits, and industry leading commission opportunities for club employees
  • Complimentary Club membership
  • Perks and incentives with our products and services including Personal Training, Pilates, Spa and Shop

This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities, or requirements. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department.

Equinox is an equal opportunity employer. For more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/

All your information will be kept confidential according to EEO guidelines. Must have a legal right to work in the United States. 


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