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Part Time Financial Planner Jobs in Chicago, IL (NOW HIRING)

Weldon Elder Law, LLC

Be Seen First

Part Time Legal Assistant

Park Ridge, IL · On-site

$23 - $26/hr

This role is ideal for someone who enjoys helping families navigate important life planning ... Communicate with clients, financial advisors, healthcare providers, and other professionals in a ...

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Weldon Elder Law, LLC

Be Seen First

Part Time Legal Assistant

Park Ridge, IL · On-site

$23 - $26/hr

This role is ideal for someone who enjoys helping families navigate important life planning ... Communicate with clients, financial advisors, healthcare providers, and other professionals in a ...

New

Curaleaf

Manager, Retail Labor Analytics

Chicago, IL · On-site

... part-time, and leadership coverage by store volume and format. * Partner with Finance and Retail Operations to evolve labor standards and workforce planning strategies. Workforce Management ...

Aston Carter

Part Time Scheduler

Hammond, IN

$20 - $22/hr

Required Qualifications * Previous scheduling, workforce planning, production planning, or ... Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain ...

Aston Carter

Part Time Scheduler

Hammond, IN · On-site

$20 - $22/hr

Required Qualifications * Previous scheduling, workforce planning, production planning, or ... Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain ...

Ivy Tech

Welding Adjunct - Career Link

East Chicago, IN · On-site

Ivy Tech is committed to supporting the well-being, growth, and financial security of our part-time ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...

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Showing results 21-40

All JobsFinancial Planner JobsPart Time Financial Planner JobsPart Time Financial Planner Jobs in Chicago, IL

Part Time Financial Planner information

See Chicago, IL salary details

$52.1K

$99.7K

$143.8K

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

As of Sep 6, 2026, the average yearly pay for part time financial planner in Chicago, IL is $99,674.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,400.00 and $105,200.00 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 Chicago, IL?

The most popular types of Financial Planner jobs in Chicago, IL are:

What are popular job titles related to Part Time Financial Planner jobs in Chicago, IL?

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

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

The top searched job categories for Part Time Financial Planner jobs in Chicago, IL are:

What cities near Chicago, IL are hiring for Part Time Financial Planner jobs?

Cities near Chicago, IL 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 Chicago, IL as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $99,674 per year, or $47.9 per hour.

Part Time Legal Assistant

Weldon Elder Law, LLC

Park Ridge, IL • On-site

$23 - $26/hr

Part-time

PTO

This job post has expired today. Applications are no longer accepted.

Job description

We are seeking a detail-oriented, compassionate, and organized Part-Time Legal Assistant to join our Estate Planning and Elder Law practice. This role is ideal for someone who enjoys helping families navigate important life planning decisions and providing exceptional client service in a professional, client-focused environment.

The Legal Assistant will support the attorney and staff with client communications, document preparation, scheduling, case management, and administrative tasks related to estate planning, trust administration, and elder law matters.

Schedule: Part-Time (approximately 20-30 hours per week, flexible based on firm needs)

Location: two days per week in the office and one day work from home

Key Responsibilities

  • Prepare, proofread, and format estate planning documents.
  • Manage client intake and maintain accurate client files.
  • Communicate with clients, financial advisors, healthcare providers, and other professionals in a courteous and professional manner.
  • Schedule client consultations, meetings, and signing appointments.
  • Draft correspondence.
  • Organize and maintain electronic and physical files.
  • Track deadlines and ensure timely follow-up on client matters.
  • Answer phones and provide excellent customer service to clients and prospective clients.
  • Support attorney with general administrative and legal support tasks.

Qualifications

Required

  • High school diploma or equivalent.
  • Minimum of 1-2 years of legal assistant, administrative assistant, or related office experience.
  • Strong organizational skills and attention to detail.
  • Excellent written and verbal communication skills.
  • Proficiency with Microsoft Office (Word, Outlook, Excel).
  • Ability to manage multiple priorities while maintaining accuracy and confidentiality.
  • Professional, compassionate, and client-centered demeanor.

Preferred

  • Experience in estate planning, elder law, trust administration, or related legal practice areas.
  • Familiarity with Microsoft Office, including Excel.
  • Associate's degree, paralegal certificate, or equivalent legal experience.