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Part Time Financial Planning Jobs (NOW HIRING)

Premier Tax Planning Llc

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Part Time Financial Assistant

Great Neck, NY · On-site

$25 - $35/hr

We are looking for a reliable and detail-oriented Part-Time Financial Assistant to join our growing office. Responsibilities: * Assist with client paperwork and financial documents * Answer phones ...

Premier Tax Planning Llc

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Part Time Financial Assistant

Great Neck, NY · On-site

$25 - $35/hr

We are looking for a reliable and detail-oriented Part-Time Financial Assistant to join our growing office. Responsibilities: * Assist with client paperwork and financial documents * Answer phones ...

Rise25

Financial Planning Analyst (Remote)

Chicago, IL · Remote

We are looking for a remote, initially part-time financial planning analyst who can create budgets and financial forecasts for a growing multiple 7 figure marketing agency business. You will review ...

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Part Time Financial Planning information

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

As of Jun 6, 2026, the average yearly pay for part time financial planning in the United States is $60,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $68,500.00 per year, depending on experience, location, and employer.

What is the difference between Part Time Financial Planning vs Part Time Financial Advisor?

AspectPart Time Financial PlanningPart Time Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentFinancial planning firms, independent practicesFinancial planning firms, banks, independent advisors
Industry UsageFinancial planning and consultingClient-facing financial advice and investment management

Both roles often require similar certifications and work in financial services environments. The main difference is that "Financial Planning" emphasizes creating comprehensive financial strategies, while "Financial Advisor" typically involves direct client interactions and investment advice. Part Time Financial Planning focuses on planning tasks, whereas Part Time Financial Advisor roles are more client-facing and sales-oriented.

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 generally need strong analytical skills, in-depth financial knowledge, and a relevant degree or certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, spreadsheets, and portfolio management tools is typically required. Excellent communication, client relationship management, and ethical judgment are soft skills that set outstanding professionals apart. These abilities are crucial for providing sound financial advice, building trust with clients, and ensuring effective, compliant financial planning on a flexible schedule.

What is part time financial planning?

Part time financial planning refers to providing financial advice, strategy, or management services on a part-time basis, either as an employee or independent consultant. These professionals help clients assess their financial goals, create budgets, plan investments, and prepare for retirement, but do so while working fewer hours than a traditional full-time financial planner. This arrangement offers flexibility for both the planner and their clients, making it ideal for those balancing other commitments or seeking work-life balance. The core responsibilities remain the same as full-time roles, but the workload and number of clients are typically reduced.

How does working part time in financial planning typically impact collaboration with clients and team members?

In a part time financial planning role, effective communication and time management are key since you may have limited hours to interact with clients and coordinate with colleagues. Many firms use flexible scheduling and digital tools to facilitate seamless collaboration, ensuring part time planners can stay updated on client portfolios and team projects. You may be responsible for managing a smaller client load or focusing on specific aspects of the planning process, allowing you to provide personalized service within your available hours. Clear expectations and proactive communication with both clients and team members are essential to ensure smooth workflows and maintain strong client relationships.
More about Part Time Financial Planning jobs
What cities are hiring for Part Time Financial Planning jobs? Cities with the most Part Time Financial Planning job openings:
What are the most commonly searched types of Financial Planning jobs? The most popular types of Financial Planning jobs are:
What states have the most Part Time Financial Planning jobs? States with the most job openings for Part Time Financial Planning jobs include:
What job categories do people searching Part Time Financial Planning jobs look for? The top searched job categories for Part Time Financial Planning jobs are:
Part Time Financial Planning jobs near you
Infographic showing various Part Time Financial Planning job openings in the United States as of May 2026, with employment types broken down into 1% Locum Tenens, 93% Full Time, 4% Part Time, 1% Temporary, and 1% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $60,617 per year, or $29.1 per hour.

Remote FP&A Analyst (Part-Time): Strategic Budgeting & Insights

Activate Talent

Manhattan, NY • Remote

Part-time

This job post has expired today. Applications are no longer accepted.

Job description

A leading financial services company is seeking a part-time FP&A Analyst to build financial models, drive budgeting, and provide financial analysis. The role involves developing annual budgets, analyzing profitability trends, and preparing reports for management. Ideal candidates should have 3–5 years of experience in FP&A or corporate finance and strong Excel skills.

This remote position offers the opportunity to collaborate with Finance leadership and cross-functional teams. #J-18808-Ljbffr

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