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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 Jun 28, 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.

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
Infographic showing various Part Time Financial Planner job openings in the United States as of June 2026, with employment types broken down into 58% Full Time, and 42% Part Time. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Entry-Level Financial Planning

Davis Family Financial LLC

Phoenix, AZ

$50K - $75K/yr

Part-time

Retirement

Posted 19 days ago

Job description

Here at Davis Family Financial, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available.

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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