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Part Time Financial Planner Jobs in Madison, WI (NOW HIRING)

Horizon High School, Madison, WI

Be Seen First

Operations Director

Madison, WI · On-site

$31K - $37K/yr

The Board retains fiduciary responsibility and financial oversight. Student Records & Compliance ... Position Details Status: Part-Time, 12-Month Position Schedule: 6 hours/day, 30 hours per week ...

Agrace

Hospice Travel Social Worker

Madison, WI · On-site

Location: Identified Agrace new market areas Part Time .5 FTE (20 hours/week) Day Shift Monday ... Finance Department. * Collaborate with discharge planners and hospital staff to ensure ease of ...

Agrace

Hospice Travel Social Worker

Madison, WI · On-site

Identified Agrace new market areas Part Time .5 FTE (20 hours/week) | Day Shift | Monday-Friday ... Finance Department. * Collaborate with discharge planners and hospital staff to ensure ease of ...

Dove Healthcare

Certified Nursing Assistant

Lodi, WI · On-site

$21 - $25.82/hr

Sign-on bonus available:$2,500 for part-time$5,000 for full-timeAsk us how you can receive a ... Financial Benefitsearly wage access through DailyPaychildcare assistance - up to 20%401k, with ...

Wisconsin Dental Wellness

Dental hygienist

De Forest, WI · On-site

$50 - $62/hr

Wisconsin Dental Wellness - Dental Hygienist (DEFOREST, WI) Part-Time Are you looking for a ... Take and interpret high-quality digital X-rays to assist the dentist in accurate treatment planning.

Dove Healthcare

LPN/RN - Nursing

Lodi, WI · On-site

$28.50 - $45.49/hr

... part-time positions)Schedule Details: part-time openings on the AM, PM and NOC shiftPRN ... Financial Benefitsearly wage access through DailyPaychildcare assistance - up to 20%401k, with ...

UW Health

Dosimetrist - $59-89 per hour

Madison, WI · On-site

$59 - $89/hr

Proton planning interest required, and experience is highly preferred Education: Minimum ... for part time work. * Options for a variety of schedules and shifts that offer flexibility and ...

UW Health

Dosimetrist - $59-89 per hour

Madison, WI

$59 - $89/hr

Proton planning interest required, and experience is highly preferred Education: Minimum ... for part time work. * Options for a variety of schedules and shifts that offer flexibility and ...

Dove Healthcare

Cook

Lodi, WI · On-site

$18.50 - $22.75/hr

Dove Healthcare - Lodi | 700 Clark St, Lodi, WI 53555Shift Openings: part-time position available ... Financial Benefitsearly wage access through DailyPaychildcare assistance - up to 20%401k, with ...

Wisconsin Dental Wellness

Dental hygienist

De Forest, WI · On-site

$50 - $62/hr

Salary Range Part-time $50 - $62 per hour - Competitive salary based on qualifications and ... Financial Reward: Competitive base pay with uncapped earning potential through production-based ...

Fastenal Company

Warehouse Associate

Middleton, WI · On-site

$16.50 - $19.50/hr

Embark on your journey as a Part-time Warehouse Associate, where you're at the heart of our ... As a growth company with a solid financial position, we are committed to training, promoting from ...

Jdgroupnam

Manager In Training (Part-Time)

Madison, WI · On-site

$12.65/hr

Protect the company's assets and financial information by ensuring the accuracy and effectiveness ... Responsibilities include interviewing, and training employees; planning, assigning, and directing ...

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All JobsFinancial Planner JobsPart Time Financial Planner JobsPart Time Financial Planner Jobs in Madison, WI

Part Time Financial Planner information

See Madison, WI salary details

$50.9K

$97.4K

$140.6K

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

As of Sep 7, 2026, the average yearly pay for part time financial planner in Madison, WI is $97,433.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,600.00 and $102,800.00 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.
More about Part Time Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Madison, WI?

The most popular types of Financial Planner jobs in Madison, WI are:

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

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The top searched job categories for Part Time Financial Planner jobs in Madison, WI are:

What cities near Madison, WI are hiring for Part Time Financial Planner jobs?

Cities near Madison, WI 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 Madison, WI as of August 2026, with employment types broken down into 100% Part Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $97,433 per year, or $46.8 per hour.

Operations Director

Horizon High School, Madison, WI

Madison, WI • On-site

$31K - $37K/yr

Part-time

PTO

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

Job description

Operations Director Job Description

Position Summary

The Operations Director provides leadership and coordination of Horizon High School, Madison, WI's core operational functions, including administration, financial processes, student records, development support, facilities coordination, and external relationships.

The position also supports efficient day-to-day operations and helps ensure that Horizon's administrative systems effectively support its mission as a recovery high school serving students throughout Dane County.

Horizon High School is a private, non-profit agency/school licensed in Wisconsin to provide educational resources to students in recovery.

Core Responsibilities

Operations & Administration

●      Coordinate day-to-day administrative and operational functions.

●      Maintain effective organizational systems, records, and workflows.

●      Support implementation of Board-approved policies and procedures.

●      Maintain appropriate confidentiality of organizational information.

● 

Financial Administration

●      Support the Board Treasurer with financial recordkeeping, QuickBooks, budget tracking, and financial documentation.

●      Assist with preparation and maintenance of financial reports and records. ● Support appropriate internal financial controls.

The Board retains fiduciary responsibility and financial oversight.

Student Records & Compliance

●      Maintain accurate and current student administrative records.

●      Support DPI and other required reporting.

●      Coordinate with instructional staff to maintain complete and accurate documentation.

Development & Community Partnerships

●      Maintain grant tracking systems and provide administrative support for grant writing, reporting, and fundraising activities.

●      Support relationships and outreach with Dane County school districts, community partners, families, and referral sources.

 

Facilities & Organizational Support

●      Coordinate with appropriate staff regarding facilities, safety, supplies, transportation, and other operational needs.

●      Support facility planning and transition activities as directed.

●      Provide reasonable operational support to school staff consistent with the scope and qualifications of the position.

PO Box 45045, Madison, WI 53744   ***    www.horizonhs.org

 

 

Other Duties

Other duties may be assigned as reasonably related to the position and consistent with Horizon High School's organizational needs.

Reporting Structure

The Operations Director reports to the Chair of the Board Personnel Committee and works in concert with the Instructional Team Leader.

The Operations Director collaborates with the Board Treasurer, designated Board committees, school staff, and organizational partners as appropriate.

Qualifications

●      Bachelor's degree or equivalent combination of education and relevant professional experience.

●      Experience in operations, administration, nonprofit management, education, finance, or a related field.

●      Experience with financial recordkeeping; QuickBooks experience preferred.

●      Strong organizational, communication, and project-management skills.

●      Ability to manage multiple priorities and work collaboratively.

●      Ability to appropriately handle confidential and sensitive information.

Preferred

Experience in nonprofit education, youth services, grants/fundraising, financial administration (Quickbooks), or school/community partnerships is preferred.

Position Details

Status:                        Part-Time, 12-Month Position

Schedule:                   6 hours/day, 30 hours per week

Hours of Work:          9am to 3pm

Starting Compensation: $25.00 per hour

Probationary Period:  90-days.  Position responsibilities, workload, and scheduled hours will be                          reviewed following the initial 90-day period.

PO Box 45045, Madison, WI 53744   ***    www.horizonhs.org