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Part Time Financial Planner Jobs in Springfield, VA

Bechtel

AI Engineer Jr, Corporate Planning

Washington, DC · On-site

$106K - $154K/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 ...

Howard

Grant - Financial Manager

Washington, DC

$26K/yr

The Financial Manager is responsible for planning, organizing, and overseeing the day-to-day ... Compliance Salary Range Disclosure This is a part-time position $26,290 annually

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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
What are the most commonly searched types of Financial Planner jobs in Springfield, VA? The most popular types of Financial Planner jobs in Springfield, VA are:
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What cities near Springfield, VA are hiring for Part Time Financial Planner jobs? Cities near Springfield, VA with the most Part Time Financial Planner job openings:
Part Time Financial Planner jobs near you

Financial Strategist

All Financial Freedom

Chevy Chase, MD • On-site, Remote

Part-time

Posted 29 days ago

Job description

About the Role

We're expanding our financial education team and looking for motivated individuals who want to make a real impact helping families protect their income, plan for the future, and build financial confidence.

This role is ideal for career pivoters, parents returning to the workforce, or professionals who want flexible income while doing meaningful work. Training and mentorship are provided.

What You'll Do

Educate individuals and families on financial protection and planning solutions

Help clients understand options such as retirement strategies, life insurance, and debt solutions

Conduct virtual consultations

Build long-term client relationships based on trust and education

Participate in ongoing training and professional development

Mentor and support new team members as you advance

What We're Looking For

Strong communication skills and emotional intelligence

Coachable, self-motivated, and professional

Desire to help others and make a positive impact

Willingness to obtain a state insurance license (we guide you through the process)

Comfortable working remotely and managing your own schedule

What We Offer

Flexible, remote work environment

Comprehensive training and mentorship

Advancement opportunities based on performance, not tenure

Supportive team culture, no high-pressure sales tactics

Opportunity to build long-term income and leadership skills

Who This Is For

Career pivoters

Parents seeking flexibility

Professionals burned out by traditional sales roles

Individuals passionate about education and impac

Employment Type: PART_TIME

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