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Part Time Financial Planner Jobs in Raleigh, NC (NOW HIRING)

DataAnnotation

Financial Planner

Raleigh, NC · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

Financial Planner

Durham, NC · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

Financial Planner

Cary, NC · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

FP&A Manager

Durham, NC · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

FP&A Manager

Raleigh, NC · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

FP&A Manager

Cary, NC · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

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All JobsFinancial Planner JobsPart Time Financial Planner JobsPart Time Financial Planner Jobs in Raleigh, NC

Part Time Financial Planner information

See Raleigh, NC salary details

$49.1K

$94K

$135.6K

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

As of Jun 10, 2026, the average yearly pay for part time financial planner in Raleigh, NC is $93,982.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,900.00 and $99,200.00 per year, depending on experience, location, and employer.

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.

Can you work part-time as a financial planner?

Yes, financial planners can work part-time, depending on the employer and client needs. Many part-time roles involve flexible schedules and may require relevant certifications such as the CFP designation. Part-time positions are common in financial planning firms, especially for those seeking work-life balance or supplementary income.

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.

What are part-time financial planners?

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.

Who makes more money, CFP or CPA?

A Certified Financial Planner (CFP) typically earns more than a Certified Public Accountant (CPA) because CFPs often provide comprehensive financial planning services, which can command higher fees. However, CPAs may have higher salaries in accounting firms or corporate roles, especially with experience and specialized skills. Income varies based on location, experience, and client base, but generally, CFPs have higher earning potential in financial planning roles.

Is $50,000 enough to work with a financial advisor?

For a part-time financial planner, a $50,000 income can be sufficient depending on the client’s financial goals and the scope of services needed. Many financial advisors work with clients across a range of income levels, offering advice on budgeting, investments, and planning, often tailored to the client's resources. However, comprehensive financial planning or investment management may require higher fees or assets under management, so the adequacy depends on the specific services sought.

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.

Why do so many financial advisors quit?

Many financial advisors quit due to high stress, regulatory pressures, and inconsistent income, especially in commission-based roles. The job often requires strong sales skills, ongoing client management, and can involve long hours, leading to burnout and job dissatisfaction.

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.
More about Part Time Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Raleigh, NC? The most popular types of Financial Planner jobs in Raleigh, NC are:
What are popular job titles related to Part Time Financial Planner jobs in Raleigh, NC? For Part Time Financial Planner jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Part Time Financial Planner jobs in Raleigh, NC look for? The top searched job categories for Part Time Financial Planner jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Part Time Financial Planner jobs? Cities near Raleigh, NC 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 Raleigh, NC as of June 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 $93,982 per year, or $45.2 per hour.
Financial Planner

Financial Planner

DataAnnotation

Raleigh, NC • Remote

$40 - $60/hr

Part-time

Posted 26 days ago

Job description

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

  • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets
  • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work
  • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.
  • Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English (native or bilingual level)
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

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