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Part Time Financial Planner Jobs (NOW HIRING)

Rutgers University

... Financial Planner (CFP) exam. Tax planning topics include: Income tax fundamentals, law, and ... Position Status Part Time Posting Number 26FA0088 Posting Open Date 02/02/2026 Posting Close Date ...

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Part Time Financial Planner information

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$50.5K

$96.7K

$139.5K

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

As of Jul 19, 2026, the average yearly pay for part time financial planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 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.

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.

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.

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 cities are hiring for Part Time Financial Planner jobs? Cities with the most Part Time Financial Planner job openings:
What are the most commonly searched types of Financial Planner jobs? The most popular types of Financial Planner jobs are:
What states have the most Part Time Financial Planner jobs? States with the most job openings for Part Time Financial Planner jobs include:
What job categories do people searching Part Time Financial Planner jobs look for? The top searched job categories for Part Time Financial Planner jobs are:
Part Time Financial Planner jobs near you
Infographic showing various Part Time Financial Planner job openings in the United States as of July 2026, with employment types broken down into 100% Part Time. Highlights an 90% In-person, 5% Hybrid, and 5% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Entry-Level Financial Strategy Planner (Remote) - KC

Traction Forge Financial

Kansas City, MO • Remote

Part-time

Retirement

Posted 13 days ago

Job description

At Traction Forge Financial, leveraging the strength of GFI, we are committed to helping individuals, families, and small business owners across Missouri build stronger financial futures through education, personalized guidance, and long-term financial strategies. We believe financial education should be accessible to everyone, and our mission is to empower people from all backgrounds to make informed financial decisions with confidence.

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we are able to provide complimentary financial consultations designed to help clients better understand their financial position and create a roadmap toward their goals.

As we continue expanding throughout Missouri, we are seeking motivated, coachable, and community-minded individuals interested in building a meaningful career in the financial services industry. This opportunity is ideal for those who enjoy helping others, value personal and professional growth, and are looking for an opportunity with leadership and advancement potential.

No prior financial industry experience is required.

Our comprehensive training and mentorship program is designed to help you develop the knowledge, communication skills, and confidence needed to work with individuals, families, and business owners throughout your local community. You will learn how to:

Conduct professional financial consultations
Build personalized financial strategies and game plans
Educate clients on retirement planning, wealth accumulation, investments, college planning, and insurance solutions
Develop long-term client relationships built on trust and service
Grow leadership and business development skills

Whether you are looking to transition into a new full-time career, earn supplemental income on a flexible schedule, or build valuable financial and leadership experience, Traction Forge Financial provides ongoing mentorship, professional development, and opportunities for long-term growth.

If you are driven, people-focused, and passionate about making a positive impact in your community, we invite you to explore a future with Traction Forge Financial in Missouri.

Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME

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