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Part Time Financial Planner Jobs in Dallas, TX (NOW HIRING)

Allworth Financial

Financial Services Intern

Dallas, TX · On-site

$20/hr

This is a paid, in-person, part-time internship ($20/hr) offering meaningful, hands-on exposure to ... Partner closely with an Associate Advisor to develop foundational advisory and planning skills ...

Allworth Financial

Tax Manager

Dallas, TX · On-site

$109K - $143K/yr

Allworth Financial delivers long- and short-term investment planning solutions and advice to help ... Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are ...

Allworth Financial

Tax Manager

Dallas, TX · On-site

$109K - $143K/yr

Allworth Financial delivers long- and short-term investment planning solutions and advice to help ... Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are ...

SuperSummary

Finance Manager

Dallas, TX · On-site +1

This is a part-time position for 10-20 hours per week. What You'll Do Financial Planning & Analysis * Build and maintain the annual budget and rolling revenue forecasts, translating business strategy ...

L&L Financial

Part Time Associate

Dallas, TX · On-site +1

$65K - $80K/yr

Now onboarding driven individuals to step into a part time leadership role. We are looking for ... estate planning to help clients and business owners progress financially. You will work with ...

SuperSummary

Finance Manager

Dallas, TX · Remote

This is a part-time position for 10-20 hours per week. What You'll DoFinancial Planning & Analysis ... Prepare leadership financial reporting and dashboards that tell a clear story * Run scenario ...

SuperSummary

Finance Manager

Dallas, TX · Remote

This is a part-time position for 10-20 hours per week. What You'll DoFinancial Planning & Analysis ... Prepare leadership financial reporting and dashboards that tell a clear story * Run scenario ...

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All JobsFinancial Planner JobsPart Time Financial Planner JobsPart Time Financial Planner Jobs in Dallas, TX

Part Time Financial Planner information

See Dallas, TX salary details

$50.2K

$96K

$138.6K

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

As of Aug 27, 2026, the average yearly pay for part time financial planner in Dallas, TX is $96,047.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,500.00 and $101,300.00 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 Dallas, TX?

The most popular types of Financial Planner jobs in Dallas, TX are:

What are popular job titles related to Part Time Financial Planner jobs in Dallas, TX?

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

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

The top searched job categories for Part Time Financial Planner jobs in Dallas, TX are:

What cities near Dallas, TX are hiring for Part Time Financial Planner jobs?

Cities near Dallas, TX 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 Dallas, TX as of August 2026, with employment types broken down into 100% Part Time. Highlights an 82% In-person, and 18% Remote job distribution, with an average salary of $96,047 per year, or $46.2 per hour.

Financial Services Intern

Allworth Financial

Dallas, TX • On-site

$20/hr

Part-time, Internship

Posted 7 days ago

Job description

SUMMARY:

The Financial Advisor Intern role is designed for motivated, intellectually curious students who aspire to pursue the CFP designation and build a career in wealth management. This is a paid, in-person, part-time internship ($20/hr) offering meaningful, hands-on exposure to real client work-not just observation.

Interns will gain direct insight into how a successful wealth management office operates while learning alongside CFP professionals, Associate Advisors, and Client Service teams in a collaborative, high-performing environment. Our Addison office provides a dynamic setting to learn the business at scale.

This program will run at approximately 10 hours per week, with flexible scheduling between 8:00am-5:00pm.

What You'll Do

  • Rotate across teams to understand Allworth Financial's integrated wealth management model
  • Partner closely with an Associate Advisor to develop foundational advisory and planning skills
  • Assist with the creation and implementation of financial plans for real clients
  • Support the Client Service Team to understand the full client experience
  • Conduct research and assist with casework related to financial planning and operations
  • Under CFP supervision, help respond to client questions across key areas of financial planning
  • Shadow client meetings with Financial Advisors to gain firsthand advisory exposure
  • Participate in company workshops, events, and learning sessions

Who We're Looking For

  • Currently pursuing a BS/BA in Financial Planning, Finance, Economics, or a related field
  • Intends to pursue the CFP designation
  • Self-motivated, curious, and eager to learn
  • Strong communicator who enjoys teamwork and relationship-building
  • Comfortable learning new systems, tools, and financial concepts

Why This Internship Stands Out

This is more than a resume-builder-it's an opportunity to:

  • Learn directly from experienced advisors who have built and scaled successful practices
  • Gain exposure to real clients, real plans, and real career paths
  • Build a foundation for future roles at Allworth, including Associate Advisor opportunities

 The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.  Typical reporting relationships are described, but actual relationships may vary in some instances.  This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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