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Part Time Financial Planner Jobs (NOW HIRING)

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Financial Planner

El Monte, CA · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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Financial Planner

New Haven, CT · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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Financial Planner

Peoria, IL · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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Financial Planner

Rockford, IL · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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Financial Planner

Washington, DC · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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Financial Planner

Sunrise, FL · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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Financial Planner

Stockton, CA · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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Financial Planner

North Charleston, SC · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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Financial Planner

Lexington, KY · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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Financial Planner

New Orleans, LA · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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Financial Planner

Mcallen, TX · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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Financial Planner

Las Cruces, NM · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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Financial Planner

Oklahoma City, OK · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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Financial Planner

Lansing, MI · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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Financial Planner

Bellevue, WA · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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Financial Planner

Mesa, AZ · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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Financial Planner

Carrollton, TX · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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Financial Planner

Inglewood, CA · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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Financial Planner

Goodyear, AZ · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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Financial Planner

Minneapolis, MN · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're ... This a full-time or part-time REMOTE position * You'll be able to choose which projects you want to ...

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All JobsPart Time Financial Planner Jobs

Part Time Financial Planner information

See salary details

$50.5K

$96.7K

$139.5K

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

As of Jun 7, 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 May 2026, with employment types broken down into 1% Locum Tenens, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. 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.
Financial Planner

Financial Planner

DataAnnotation

El Monte, CA • Remote

$40 - $60/hr

Part-time

Posted 22 days ago

Job description

Join the DataAnnotation team and help train the next generation of AI, while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We are looking for a Finance Expert to help advance AI development in the finance domain. We’re currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might:

  • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets
  • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work
  • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t
  • Share clear, structured feedback to help make each new version of the AI smarter and more reliable

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Benefits:

  • This a full-time or part-time REMOTE position
  • You’ll be able to choose which projects you want to work on
  • You can work on your own schedule
  • Projects are paid hourly starting at $50–$60 USD per hour, with bonuses on high-quality and high-volume work

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English (native or bilingual level)
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Masters and/or PhD is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This an independent contract position.

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