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Part Time Financial Planner Jobs in Mound, MN (NOW HIRING)

Senior Manufacturing Planner

Big Lake, MN · On-site

$90K - $110K/yr

... backlog/ financial shipping projections are accurate. This position will manage the day-to-day ... Full-time and Part-time employees receive Paid Time Off (PTO) based on years of service, as well as ...

Senior Accountant

Minneapolis, MN · Hybrid

$55K - $75K/yr

... financial planning processes - Reconcile accounts and resolve discrepancies in a timely manner ... Part-time employees may qualify after one year of service, provided they are averaging at least 30 ...

Senior Accountant

Minneapolis, MN · On-site

$77K - $97K/yr

... financial planning processes - Reconcile accounts and resolve discrepancies in a timely manner ... Part-time employees may qualify after one year of service, provided they are averaging at least 30 ...

Senior Accountant

Minneapolis, MN · On-site

$55K - $75K/yr

... financial planning processes - Reconcile accounts and resolve discrepancies in a timely manner ... Part-time employees may qualify after one year of service, provided they are averaging at least 30 ...

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Start planning for the future with traditional and Roth options. Teammates may contribute after ...

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Start planning for the future with traditional and Roth options. Teammates may contribute after ...

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Start planning for the future with traditional and Roth options. Teammates may contribute after ...

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Start planning for the future with traditional and Roth options. Teammates may contribute after ...

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Start planning for the future with traditional and Roth options. Teammates may contribute after ...

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Part Time Financial Planner information

See Mound, MN salary details

$51.9K

$99.4K

$143.4K

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

As of Sep 1, 2026, the average yearly pay for part time financial planner in Mound, MN is $99,366.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,100.00 and $104,800.00 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.

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

The top searched job categories for Part Time Financial Planner jobs in Mound, MN are:

What cities near Mound, MN are hiring for Part Time Financial Planner jobs?

Cities near Mound, MN with the most Part Time Financial Planner job openings:

Infographic showing various Part Time Financial Planner job openings in Mound, MN 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 $99,366 per year, or $47.8 per hour.

Part-time

Medical, Life, Retirement, PTO

Re-posted 8 days ago


Job description

Experience the excitement of working in the entertainment industry at Canterbury Park—home to thrilling live horse racing every summer and year-round action in our Card Casino, Racebook, and Events. 

Canterbury Park offers competitive pay and an attractive benefits package for part-time team members. Our team members enjoy paid time off, floating holidays and holiday premium pay. For eligible team members, we provide a comprehensive benefits package that includes life, critical illness, accident and hospital indemnity insurance; a 401(k) retirement plan with employer matching; robust wellness programs designed to promote overall health and well-being; and much more. Additional exciting perks include free admission to live racing events, exclusive access to special event privileges, and a wide variety of discounts at local businesses and throughout Canterbury Park. These benefits are carefully designed to not only enhance your experience at work but also contribute to a vibrant and rewarding lifestyle in the community.

Job Summary:   

The individual in this role will utilize their existing skills as well as develop new ways to analyze, comprehend, and interpret data and make practical and actionable recommendations for achieving operational goals. This individual will review, analyze, and report on statistical Pari-Mutuel, Gaming, and Food and Beverage trends, as well as provide a comprehensive summary and analysis on promotions, events, and entertainment. Responsible for supporting the Companies mission, vision, and values by providing fun and games like no place else, and adheres to the Canterbury Way by focusing on our core values.

Essential Duties and Responsibilities: 

  • Lead by example.  
  • Responsible for maintaining a high degree of hospitality, as well as a positive and professional demeanor at all times.   
  • Creates high levels of morale, fosters teamwork, inspires collaboration, and provides suggestions for growth to management.  
  • Responsible for the generation of periodic analytical reports to support premium/promotional days, weekly, monthly, and quarterly business operations. 
  • Perform comprehensive analysis of promotions, events, direct mail campaigns, and provide ongoing recommendations for improving database performance. 
  • Track and record daily Pari-Mutuel, Card Casino, Food and Beverage, attendance, FTE, and other data points for daily reporting. 
  • Perform daily escrow analysis for Pari-Mutuel operations and related remittances. 
  • Oversee the collection and reporting of all Source Market Fees that result from Canterbury Park’s contracts with various Advance Deposit Wagering companies. 
  • Work to ensure that all Pari-Mutuel reporting is completed and accurate on a daily basis.   
  • Evaluate and analyze processes and procedures to improve efficiency of all operations.  
  • Analyze data to identify trends for use in budgets and forecasts.  
  • Responsible for user support on various business application solutions.   
  • Conduct demographic analysis to understand market changes and make recommendations based upon analysis. 
  • Develop and prepare ad hoc financial and business analytics on numerous revenue and expense areas, return on investment analysis, and other projects as requested. 
  • Assist in developing quarterly forecasts.  
  • Other duties as assigned.  

Required Qualifications:   

  • Bachelor’s Degree in Finance, Business, Economics or related field is required. 
  • Basic understanding of accounting processes and principles, including GAAP. 
  • Strong Microsoft Office skills required; intermediate to advanced skills in Microsoft Excel required.  
  • Proven data analysis skills. 
  • Must possess excellent oral and written communication skills.  
  • Strong desire to evaluate data at a granular level and problem solve.  
  • Strong organizational, planning, public and interpersonal relations skills. 
  • A self-starter who works well in a fast-paced, dynamic, team-oriented environment 
  • Commitment to routinely go above and beyond in the accomplishment of position responsibilities in an effort to play a role in the achievement of organizational goals. 
  • Must be able to pass a background check, work history verification, and obtain and maintain a license from the Minnesota Racing Commission.   

Preferred Qualifications: 

  • Experience in the Gaming or Hospitality industry. 
  • Certified Corporate Financial Planning & Analysis or other professional finance designation. 
  • Experience with Bally Casino Market Place or United Tote. 
  • Experience with the budgeting and/or forecasting process.  
  • Experience creating reports and dashboards using Tableau or similar analytical reporting tool.  
  • Experience writing and executing SQL queries.  
  • Two years of relevant Financial Planning & Analysis experience preferred.  

Working Conditions and Physical Requirements:  

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

  • While performing the duties of this job, the employee is regularly required to stand; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and talk or hear.  
  • The employee frequently is required to walk.  
  • The employee is occasionally required to sit.