ZipRecruiter

Log In

2

Part Time Financial Planner Jobs in Washington, DC

Here to Help Financial Services

Be Seen First

Financial Planning Specialist

Laurel, MD · Remote

$10K - $100K/yr

... financial protection, retirement strategies, and long-term planning, we're expanding our team and ... Whether you're looking for a professional part-time opportunity alongside your current career or ...

Here to Help Financial Services

Be Seen First

Financial Planning Specialist

Laurel, MD · Remote

$10K - $100K/yr

... financial protection, retirement strategies, and long-term planning, we're expanding our team and ... Whether you're looking for a professional part-time opportunity alongside your current career or ...

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.

Master Planner

Arlington, VA · On-site +1

$55K - $126K/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 ...

BOOZ, ALLEN & HAMILTON, INC.

Master Planner

Arlington, VA · On-site

$55K - $126K/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 ...

next page

Showing results 1-20

All JobsFinancial Planner JobsPart Time Financial Planner JobsPart Time Financial Planner Jobs in Washington, DC

Part Time Financial Planner information

See Washington, DC salary details

$57.2K

$109.5K

$157.9K

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

As of Aug 26, 2026, the average yearly pay for part time financial planner in Washington, DC is $109,460.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,000.00 and $115,500.00 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 Washington, DC?

The most popular types of Financial Planner jobs in Washington, DC are:

What are popular job titles related to Part Time Financial Planner jobs in Washington, DC?

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

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

The top searched job categories for Part Time Financial Planner jobs in Washington, DC are:

Part Time Financial Planner jobs near you
Infographic showing various Part Time Financial Planner job openings in Washington, DC as of August 2026, with employment types broken down into 100% Part Time. Highlights an 100% Remote job distribution, with an average salary of $109,460 per year, or $52.6 per hour.

Financial Planning Specialist

Here to Help Financial Services

Laurel, MD • Remote

$10K - $100K/yr

Part-time

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

ABOUT US

We're a growing financial services organization focused on helping individuals and families better understand their financial options and prepare for their futures.

As more families look for guidance with financial protection, retirement strategies, and long-term planning, we're expanding our team and looking for professionals who want to make a meaningful impact while building an additional source of income or a new career path.


WHY JOIN OUR TEAM?

This opportunity is designed for professionals who value flexibility, personal growth, and the ability to build something of their own. Your previous career and life experience can be an asset—even if you've never worked in financial services.

Whether you're looking for a professional part-time opportunity alongside your current career or interested in building toward something larger, you'll have the flexibility to grow at your own pace.


WHO WE'RE LOOKING FOR

Prior financial services experience is not required. We're looking for professionals who are dependable, coachable, self-motivated, and comfortable working with people.


You may be a good fit if you:

  • Have strong communication and interpersonal skills
  • Are professional, reliable, and comfortable working independently
  • Enjoy helping and educating others
  • Are open to learning new skills and following a proven process
  • Have an entrepreneurial mindset
  • Are interested in building an additional income stream or potentially transitioning into a new career
  • Value flexibility and the ability to manage your own schedule


WHAT YOU'LL DO

As a Financial Planning Specialist, you'll work with individuals and families to help them better understand financial concepts and available strategies based on their goals.


Responsibilities may include:

  • Meeting virtually with individuals and families
  • Learning about clients' financial goals and priorities
  • Educating clients on financial protection and planning strategies
  • Building and maintaining professional relationships
  • Participating in ongoing training and professional development
  • Following up with prospective clients and referrals


WHAT YOU GET

  • Flexible schedule: Build your schedule around your existing professional and personal commitments
  • 100% remote: Work virtually from anywhere you're authorized to conduct business
  • Part-time or full-time growth potential: Determine how much you want to build
  • Training and mentorship: Learn the business with ongoing guidance and support
  • Performance-based compensation: Commission-based compensation with income tied to individual production
  • Leadership opportunities: Opportunities to mentor others and build a team as you develop
  • Professional development: Build skills in financial services, communication, leadership, and entrepreneurship


COMPENSATION & OPPORTUNITY

This is a 1099 independent contractor, performance-based opportunity and is not a traditional salaried position. Compensation is commission-based and varies based on individual activity and production.


Depending on the financial products and services offered, licensing may be required. Training and guidance regarding applicable licensing requirements are provided.


WHO TENDS TO SUCCEED HERE?

Professionals who do well in this opportunity are typically:

  • Self-directed and accountable
  • Comfortable communicating with different types of people
  • Consistent with follow-up
  • Open to coaching and professional development
  • Interested in helping families improve their financial futures
  • Able to balance independence with following established processes
  • Looking for flexibility without sacrificing professional growth


No prior financial services experience is required.


Work Location: Remote

Schedule: Flexible

Employment Type: 1099 Independent Contractor

Compensation: Commission / performance-based