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Part Time Financial Planner Jobs in Springfield, VA

Terrestris LLC

Event Planner

Washington, DC · On-site

This is a part-time remote position with in-person participation in events in the Washington D.C ... We offer outstanding benefits including health, financial, and retirement benefits, as well as paid ...

Booz Allen Hamilton, Inc.

Financial Analyst

Arlington, VA · On-site

$69K - $158K/yr

You'll lead financial planning, analysis, and reporting across multidisciplinary projects to ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...

Bechtel

AI Engineer, Corporate Planning

Washington, DC · On-site

$140K - $203K/yr

... FP&A, Corporate Strategy, and technology teams to modernize decision making, forecasting, reporting, research, and operational processes. This position is designated as part-time telework per our ...

Bechtel

AI Engineer, Corporate Planning

Washington, DC · On-site

$140K - $203K/yr

... FP&A, Corporate Strategy, and technology teams to modernize decision making, forecasting, reporting, research, and operational processes. This position is designated as part-time telework per our ...

Booz Allen Hamilton, Inc.

Strategic Planner

Arlington, VA · On-site

$112K - $257K/yr

Our offerings include health, life, disability, financial, and retirement benefits, as well as paid ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...

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All JobsFinancial Planner JobsPart Time Financial Planner JobsPart Time Financial Planner Jobs in Springfield, VA

Part Time Financial Planner information

See Springfield, VA salary details

$52.7K

$101K

$145.7K

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

As of Jun 16, 2026, the average yearly pay for part time financial planner in Springfield, VA is $100,986.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,400.00 and $106,500.00 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
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Part Time Financial Planner jobs near you

Fractional Chief Financial Officer (CFO)

IAPAC

Washington, DC • On-site, Remote

$215K - $234K/yr

Part-time

Posted 14 days ago

Job description

IAPAC is seeking an experienced and strategic Fractional Chief Financial Officer (CFO) to provide high-level financial leadership and oversight on a part-time or contract basis. This role is responsible for guiding the organization’s financial strategy, ensuring compliance with nonprofit and grant funding requirements, and strengthening financial operations to support IAPAC’s global public health mission.

The ideal candidate brings deep expertise in nonprofit finance, grant management, and international operations, along with the ability to advise executive leadership and the board on financial planning and sustainability.

Key Responsibilities

Strategic Financial Leadership

  • Serve as a strategic advisor to the Executive Director and leadership team on financial planning and organizational growth
  • Develop and oversee financial strategies aligned with IAPAC’s mission and program objectives
  • Provide financial insights to support decision-making and long-term sustainability

Financial Management & Oversight

  • Oversee budgeting, forecasting, and financial reporting processes
  • Ensure accurate and timely preparation of financial statements in accordance with GAAP
  • Monitor cash flow, reserves, and financial performance across programs

Grant & Fund Management

  • Oversee financial compliance for grants, including federal and international funding sources
  • Ensure proper allocation and tracking of restricted and unrestricted funds
  • Support grant proposal budgeting and financial reporting to funders

Compliance & Risk Management

  • Ensure compliance with nonprofit regulations, donor requirements, and international financial standards
  • Oversee audits and coordinate with external auditors
  • Implement and maintain strong internal controls and financial policies

Operational & Team Support

  • Provide guidance and oversight to internal finance staff or external accounting partners
  • Evaluate and improve financial systems, processes, and reporting tools
  • Support cross-functional teams with financial insights and resource planning

Qualifications

  • CPA, MBA, or equivalent advanced financial credential preferred
  • Strong knowledge of nonprofit accounting, grant compliance, and fund accounting
  • Experience managing international financial operations is highly desirable
  • Proficiency in financial systems and reporting tools
  • Excellent analytical, leadership, and communication skills

Key Competencies

  • Strategic financial planning
  • Nonprofit and grant compliance expertise
  • Risk management and internal controls
  • Financial reporting and analysis
  • Leadership and stakeholder communication
  • Mission-driven decision-making

Work Arrangement

  • Fractional / Part-time
  • Remote or hybrid flexibility depending on location
  • Occasional availability for leadership meetings and board reporting

Compensation

  • Competitive hourly or monthly retainer based on experience and scope
  • Flexible engagement structure

Why Join IAPAC

IAPAC is a globally recognized organization dedicated to improving the quality of prevention, care, and treatment for people affected by HIV/AIDS and related conditions. As a Fractional CFO, you will play a critical role in strengthening financial operations and supporting impactful global health initiatives.

This is an opportunity to contribute your financial expertise to a mission-driven organization making a measurable difference worldwide.