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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 ...

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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 6, 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.

Entry-Level Financial Planning Advisor (Remote)

Traction Forge Financial

San Jose, CA • Remote

Part-time

Retirement

Re-posted 23 days ago

Job description

At Traction Forge Financial, leveraging the strength of GFI, our mission is centered around helping individuals and families build stronger financial futures through education, guidance, and personalized financial strategies. We believe financial literacy should be accessible to people from all backgrounds, and we are committed to empowering clients to make informed decisions with confidence.

By partnering with leading Fortune 500 companies and top financial institutions, we are able to provide complimentary financial assessments designed to help individuals, families, and business owners identify opportunities to improve their financial position and work toward their long-term goals.

We are currently seeking motivated, coachable, and service-oriented individuals to join our growing team as Entry-Level Financial Professionals. This opportunity is ideal for individuals who enjoy helping others, possess strong communication and customer service skills, and are looking for a career path with growth potential into leadership and management roles.

No prior financial industry experience is required. Through our comprehensive training and mentorship program, team members will learn how to:

Conduct professional financial consultations
Understand client goals, priorities, and financial concerns
Develop personalized financial game plans and strategies
Educate clients on solutions related to retirement planning, wealth accumulation, college planning, investments, and insurance protection
Build lasting relationships through trust, education, and service

Whether you are seeking a full-time career transition, part-time supplemental income, or an opportunity to develop valuable financial and leadership skills, we offer a flexible schedule and a supportive team environment focused on personal and professional growth.

If you are driven, people-focused, and looking for an opportunity to make a meaningful impact while building a rewarding career, Traction Forge Financial may be the right fit for you.


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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