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

Fastenal Company

Fulfillment Specialist

Middleton, WI · On-site

Embark on your journey as a Part-time Fulfillment Specialist, where you'll take charge of ... As a growth company with a solid financial position, we are committed to training, promoting from ...

Signal Security

Security Guard

Monona, WI · On-site

$19/hr

Strategic Planning: Effective engagement, communication, planning and execution of daily security ... Financial Acumen: Understanding company measurements while executing the necessary behaviors to ...

Sevita Health

Group Home Caregiver

Portage, WI · On-site

$15/hr

Non-exempt, full-time or part-time, hourly role. * Scope of Role: * Responsible for providing ... Prepares or supports individuals to prepare food in accordance with planned menus and individual ...

Sevita

Group Home Caregiver

Portage, WI · On-site

$15/hr

Non-exempt, full-time or part-time, hourly role. * Scope of Role: * Responsible for providing ... Prepares or supports individuals to prepare food in accordance with planned menus and individual ...

Sorren, Inc.

Tax Intern- Spring 2027

Madison, WI

... planning discussions and projects as appropriate Communicate clearly with internal team members to ... Currently pursuing a bachelor's degree in accounting, finance, or a related field Basic ...

Sorren, Inc.

Tax Intern- Spring 2027

Madison, WI · On-site

Currently pursuing a bachelor's degree in accounting, finance, or a related field • Basic ... part-time or full-time during the internship term, with flexibility during peak deadlines Why ...

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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:

What are popular job titles related to Part Time Financial Planner jobs in Madison, WI?

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

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

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.

Registered Dietitian - Per Diem

Select Specialty Hospital - Madison

Madison, WI

$39/hr

Full-time, Part-time, Per diem

Life, Retirement

Re-posted 2 days ago

Select Specialty Hospital rating

7.6

Company rating: 7.6 out of 10

Based on 92 frontline employees who took The Breakroom Quiz

262nd of 1,065 rated hospitals

Job description

Overview

Position: Registered Dietitian

Location: Madison, Wisconsin

Schedule: Per DiemCompensation: $39.00 per hour

Select Specialty Hospital - Madison is a critical illness recovery hospital committed to providing world-class inpatient post-ICU services to chronic, critically ill patients who require extended healing and recovery. We help patients during some of the most vulnerable, painful moments of their lives - and Registered Dietitians play a central role in providing compassionate,

excellent care every step of the way.

 

Why Join Us:

  • Start Strong: Extensive orientation program to ensure a smooth transition into our setting.
  • Opportunity for Advancement: Demonstrate your skills and dedication which could lead to potential full-time opportunities
  • Foster Well-being: We offer benefits which support the financial, work/life and emotional well-being of you and your family members.  Part time/Per Diem positions are eligible for 401k based on reaching 1,000 hours within their first anniversary or subsequent calendar year. We also offer our employee assistance program to part time employees.
  • Your Impact Matters: Join a team of over 44,000 committed to providing exceptional patient care
Responsibilities
  • Provide quality nutritional care to patients such as the development, implementation and monitoring of Medical Nutrition Therapies.
  • work collaboratively with the medical staff, patients, families and food service department to ensure the patients' nutrition care plans are implemented and departmental standards are maintained.
  • Perform nutritional assessments and re-assessments, identifying goals, recommending nutrition interventions, monitoring and evaluating patient progress.
  • Develop and monitor enteral and/or parenteral nutrition support regimens.
  • Work closely with the Speech Therapy Department to assist with the progression of textured modified diets to ensure patient safety and optimize oral intake.
  • Clarify admission orders to ensure nutrition support, diet and oral supplement orders are consistent with the facility's established nutrition support formulary and diet manual.
  • Consider religious, cultural and ethnic factors in development of nutrition care plans.
  • Review yearly updates and approves therapeutic diet manual annually. Educates clinical and food service staff on location of the Nutrition Care Manual. Maintains hard copy of simplified diet manual for downtime.
  • Keeps current with nutritional practices and theories. Maintains current professional registration requirements (i.e., Professional Portfolio, self-development and continuing education). Demonstrates interest in continuing education, academics or specialized certification to further enhance professional skills.
  • Evaluate potential food/drug interactions, and/or herb/supplement interactions.
  • Attend interdisciplinary team meetings and communicating progress and special needs.
  • Participate in developing, planning and standardizing menus.
  • Perform meal rounds to ensure patients' meal trays are consistent with the prescribed diet and meet standards as to quality, quantity, temperature and appearance.
Qualifications

Minimum Qualifications

  • Bachelors degree with major studies in Food and Nutrition related field.
  • Current state licensure/certification, if required by state.
  • Current registration by the Commission on Dietetics Registration.
  • One (1) year of work experience in a facility setting with clinical responsibilities or equivalent.
Additional Data

Equal Opportunity Employer/including Disabled/Veterans

Employment Type: OTHER

What Select Specialty Hospital employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Select Specialty Hospital logo

About Select Specialty Hospital

Sourced by ZipRecruiter

Select Specialty Hospital is a top-tier healthcare services provider situated in Mechanicsburg, PA, US. Operating under the wider umbrella of the healthcare industry, Select Specialty Hospital is a part of a network of specialized acute care hospitals energized to provide superior, patient-centered treatment. Since its establishment, it has been a pioneer in providing long-term acute care (LTAC) services to patients transitioning from intensive care or requiring concentrated care for ongoing recovery.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Mechanicsburg, PA, US

Social media

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