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Part Time Financial Planning Jobs in California (NOW HIRING)

SPRCHRGR

Senior Financial Analyst

Los Angeles, CA · Remote

$92K - $114K/yr

This position works under the direction of our FP&A Managers and Virtual CFOs, benefitting from ... Remote, Full-time time, and Part-time positions available - US only Compensation * Competitive Pay ...

Compass Group

Financial Analyst

Mountain View, CA · On-site

$110K - $130K/yr

Accounting, Financial Planning & Analysis (FP&A) and Data Analytics. Role Summary To support our ... Full-time and part-time positions offer the following benefits to associates: Retirement Plan ...

Compass Group

Financial Analyst

Mountain View, CA

$110K - $130K/yr

Accounting, Financial Planning & Analysis (FP&A) and Data Analytics. Role Summary To support our ... Full-time and part-time positions offer the following benefits to associates: Retirement Plan ...

Compass Group

Financial Analyst

Mountain View, CA

$110K - $130K/yr

Accounting, Financial Planning & Analysis (FP&A) and Data Analytics. Role Summary To support our ... Full-time and part-time positions offer the following benefits to associates: Retirement Plan ...

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All JobsFinancial Planning JobsPart Time Financial Planning JobsPart Time Financial Planning Jobs in California

Part Time Financial Planning information

See California salary details

$35K

$59.8K

$103.1K

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

As of Aug 9, 2026, the average yearly pay for part time financial planning in California is $59,823.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,900.00 and $67,600.00 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?

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.
What are the most commonly searched types of Financial Planning jobs in California? The most popular types of Financial Planning jobs in California are:
What are popular job titles related to Part Time Financial Planning jobs in California? For Part Time Financial Planning jobs in California, the most frequently searched job titles are:
What job categories do people searching Part Time Financial Planning jobs in California look for? The top searched job categories for Part Time Financial Planning jobs in California are:
What cities in California are hiring for Part Time Financial Planning jobs? Cities in California with the most Part Time Financial Planning job openings:
Part Time Financial Planning jobs near you
Infographic showing various Part Time Financial Planning job openings in California as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $59,823 per year, or $28.8 per hour.

Experienced FP&A Consultant (Part-Time)

Resources Connection, Inc.

Menlo Park, CA • On-site

$80 - $90/hr

Part-time

Medical, Dental, Vision, Life, Retirement, PTO

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

Job description

Share this Job Posting:
Consulting
Fully Remote
Part time
Menlo Park California United States
Consulting
On Demand Talent
About This Role
Are you an experienced FP&A professional ready to make an impact in a dynamic, growth-focused environment? We're seeking a seasoned FP&A consultant to partner with senior executives and drive critical financial initiatives, including budgeting, forecasting, account analyses, and monthly accruals. This role is perfect for someone with deep financial expertise, strong analytical and communication skills, and the ability to work across disciplines in a rapidly evolving organization.
Work Location: Fully Remote with pacific standard time work hours
Duration: 4+ months, part-time (20-25 hours/week flexible)
Pay Rate Range: $80/hr-$90/hr
What You Will Work On
  • Lead core FP&A processes: Long-range planning, annual budgets, monthly reporting, and continuous forecasting.
  • Build and maintain financial models that inform strategic decision-making and resource allocation.
  • Partner with senior leadership (CEO & CFO) to support business reviews, identify risks, uncover opportunities, and influence strategy.
  • Conduct scenario and sensitivity analyses for capital planning and cash runway forecasting.
  • Support accounting during month-end close on accrual analyses, budget-to-actual reviews, and financial reporting.
  • Assist with government contracting and reporting, including indirect rate calculations.
  • Serve as FP&A systems owner (Cube expertise a plus, but proficiency in Adaptive, Anaplan, or similar tools is welcome).

What You Will Bring
  • 7+ years of finance/FP&A experience, ideally within biotech or life sciences.
  • Proven track record with clinical development program budgeting, R&D forecasting, and cash runway modeling.
  • Expertise in FP&A systems: Cube, Adaptive, Anaplan, TM1 (or similar).
  • Advanced Excel modeling and PowerPoint presentation skills for Board and leadership decks.
  • Strong analytical, strategic thinking, and communication skills.

What You Can Expect
  • An inspirational place for you to do your best work, be engaged in meaningful ways, and continually develop the skills, competencies and qualities that set our team apart.
  • Compensation commensurate with your qualifications, experience, and other factors including geographic location, market and operational factors.
  • Total Rewards include: Medical, Dental, Vision, Life Insurance, Disability Insurance, 401(k) Savings Plan, Employee Stock Purchase Plan, Professional Development Program, Paid Time Off and Paid Sick Time (in geographies where legally required).

What We Do
At RGP, we're creating a future where businesses produce their best work without constraints. We've built a global network of over 2,600 experts across four regions, providing a comprehensive suite of solutions across on-demand talent, next-generation consulting, and outsourced services to support organizations at every stage of their growth journey. Trusted by Fortune 100 companies and emerging disruptors alike, we challenge conventional ways of working, drive growth, and pave the way for long-term success through bold innovation and fearless collaboration.
Our values guide everything we do and strengthen our commitment to people. By combining smart processes, human-centered design, and advanced technology, we celebrate our team's excellence and ensure we grow together. We believe in the power of continuous learning and development to drive both individual and organizational success. It's time to rethink how work gets done. Dare to Work Differently® with RGP.
RGP is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information, veteran status, or any other legally protected trait and encourage all applicants to apply.
Resources Global Professionals logo

About Resources Global Professionals

Sourced by ZipRecruiter

Resources Global Professionals (RGP) is a multinational professional services firm, headquartered in Irvine, California, United States. Founded in 1996, the firm operates in various industries including finance, technology, healthcare, and retail among others. RGP is recognized for its unique approach to consulting, where they help clients transform their businesses through a combination of human talent, industry knowledge, and experience in problem-solving. The company's mission is "to help clients change their businesses from the inside out."

Industry

Business management consulting

Company size

1,001 - 5,000 Employees

Headquarters location

Irvine, CA, US

Year founded

1996

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