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

Orlando Health

Finance Manager

Arlington, TX · Remote

$145K - $165K/yr

Key Responsibilities * Lead strategic financial planning and analysis for multiple clients ... Flexible schedule starting at 16 hours per week * Part-time position * 401(k) * Health insurance

Infinite Wise Solutions

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PT/FT Financial Professional (Remote)

Dallas, TX · Remote

$1.0K - $500K/yr (+ commission)

... in financial services. * ALL Work from Anywhere Capacity * Part time or Full Time positions ... College Planning * Tax-Free and Tax-Deferred Index Strategies * Debt Management Services

New

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 ...

Safran

Program Planner-Gainesville, Texas

Sanger, TX · On-site

... Part time / Full time Full-time HERE, WE CRAFT EXCELLENCE TOGETHER. At Safran, we believe in ... S degree in Supply Chain, Business, Finance or related field OR 6 years of relevant/related ...

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 ...

AD Apex Wealth LLC

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Entry-Level Financial Professional - Remote

Dallas, TX · Remote

$30K - $125K/yr

... planning, college planning, investments, & insurance). OUR COMPANY OFFERS: ***REMOTE work 1099 ... Part-Time and Full-Time Positions Available Exciting Work Environment Unlimited Growth Potential ...

AD Apex Wealth LLC

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Entry-Level Financial Professional - Remote

Dallas, TX · Remote

$30K - $125K/yr

... planning, college planning, investments, & insurance). OUR COMPANY OFFERS: ***REMOTE work 1099 ... Part-Time and Full-Time Positions Available Exciting Work Environment Unlimited Growth Potential ...

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

$50K

$95.6K

$138K

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

As of Sep 4, 2026, the average yearly pay for part time financial planner in Dallas, TX is $95,640.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,200.00 and $100,900.00 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

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

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

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

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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 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $95,640 per year, or $46 per hour.

PT/FT Financial Professional (Remote)

Financial Professional

Dallas, TX • Remote

Full-time, Part-time

Re-posted 6 days ago

Job description

Are you looking for a remote opportunity that offers unlimited earning potential and a flexible schedule? Look no further! We are currently seeking motivated individuals to join our team as remote agents. This 100% commission-based role allows you to work from the comfort of your own home while receiving top-notch training and support. Whether you have years of experience in sales or are just starting out, we have a comprehensive training program to help you succeed.
Don't miss out on this exciting opportunity to take control of your career and work on your own terms. Apply now!
This is a highly paid 1099 100% commission-based position. Part time agents can add an additional $1000-$10,000+ remotely from home or on the go. 
 
Work Types
We offer 3 types of work effort:
1. Full Time
2. Part Time
3. Referral Partner depending on your current employment schedule.
*You do not have to quit your current job if you join us with any of these options*
Most of our new agents start off as Referrals or Part-time prior to transitioning to full-time but still make the same commissions as our full-timers. You get to work with A+ rated financial companies across the nation.
 
Experience
No financial experience is required before joining as you will learn everything hands-on. However, if you have any of these skill sets or experience it will help you move quickly in the company.
- Leadership/Managerial
- Customer Service
- Sales
- Banking
- Accounting/Software
- Entrepreneurship / Business minded
Opportunity Description
- Educate and Develop Financial Need Analysis (FNA) for Clients
- Place families, individuals, and business owners in a financial position of advantage for some of the following:
1. Protect Assets/Funds
2. Build and Leave a Legacy
3. Index Strategies
4. Debt Management Services
5. Estate Planning with our legal team
Work Schedule
1. Part Time - 6-15 hours a Week, varies by the individual.
2. It's all Remote, We conduct all our client appointments and training on the Zoom platform.
3. You are assigned a Field Trainer who is an experienced professional and will help you throughout the beginning of your business until you're ready to manage your business and effectively help people. This includes how to prospect clients and potential partners.
4. Daily training to help shape your business.
Non-negotiable
- Must pass a background check (No Felonies)
- Must have or be able to obtain a U.S Social Security Number
- Must currently reside in the United States, Puerto Rico or Canada during the initial for the process. (Hiring-License)
- Must be 18+ years old (This is a Federal Requirement)
If you are interested and have questions please reach out.